• Votes

    2

    Job Setup - Estimated Finish Date

    We are remodelers and do not have a closing date. It would be great to have a filed with the Estimated Finish Date in "Project Date and Sales Information" tab

  • Votes

    1

    Emailing Purchase orders would like the Option to CC

    Right now when SMTP emailing purchase orders, all people you email it to are (BCC) blind carbon copied. Can you not created a Carbon copy option? So everyone see's who ...

  • Votes

    1

    Emailing a purchase order to Multiple vendors, Not just the vendor ...

    Using SMTP, not outlook. We have field guys that are paid as a vendor and would like them to have a copy of the purchase order. Under "select contacts for Immediate ...

  • Votes

    4

    Client locations table; add more fields, a contact table, or the ...

    Client location table is too small. We need to be able to add multiple contacts to each location, not just the client. Please add a contact table for locations, or the ...

  • Votes

    1

    accounts receivable history

    If you pull up a customer, give you detail of prior contracts for prior years without having to know the year.

  • Votes

    2

    Job Directory / Project Directory - Vendors (4-4) and Job 3-5)

    We are a General Contractor. We've seen other posts. There is no current way to create a decent and meaningful project directory. Issue: All the Contacts for Vendor or ...

  • Votes

    3

    Progress billing to nearest dollar

    Our large GCs will not accept progress billings with cents. The current amount billed column can be rounded to the nearest dollar but that doesn't help when the retention ...

  • Votes

    1

    Dashboard "Job Cash Flow to Date" "Cash Collected" should not include ...

    It is impossible to job cost sales tax charge on a receivable invoice in Sage 100 (Liability Account). Either remove that restriction or do not include the in "Cash ...

  • Votes

    4

    Be able to create a list of clients that haven't purchased from you in ...

    We would like to be able to create a list that will only show clients (businesses) that haven't purchased from us in over a year. We would like the client name, phone #, ...

  • Votes

    4

    Make service statement editable

    The service statement (03040222) not being editable - not even by copying and modifying the copy - is incredibly inconvenient. I need to change the Location line on the ...

  • Votes

    4

    Add column for sales tax amounts in AR billings lookup window for jobs

    The Contract summary doesn't include sales tax, but the total invoice does. Please add a column for the sales tax amounts in the AR billings lookup window so that users ...

  • Votes

    6

    hot list on closed progress billing

    We want to be able to uncheck the hot list box on closed progress billings, but changes cannot be saved.

  • Votes

    4

    Add the ability to edit the Phase field on existing records.

    Add the ability to allow the user to edit the Phase field on existing records. This will save precious time when invoicing the customer for the correct job phase, if ...

  • Votes

    9

    Please create an AP/AR aging report on invoice date

    Need aging by invoice date not period

  • Votes

    6

    In progress - AR invoices

    I would love to have a in progress invoice option. 3-2 Receivable has a review or dispute but these still post to GL. If we could have one that remains un-posted (in ...

  • Votes

    1

    Client Discount Levels for Parts / Assemblies

    I would like the ability to assign client discount levels to our standard list of parts / assemblies (if applicable) for a client. So if I have a pricelist for the ...

  • Votes

    6

    In 3-5 it would be nice to have a tab at the bottom to allow you to go ...

    On the 3-5 screen it would be nice to go directly to the job estimate when you look up a job

  • Votes

    2

    Why is it not possible to change the calculating of amounts on a ...

    Eg. Instead of having the billing generate numbers based on previous and current holdback, we should be able to change it so that we can just have a sum of the holdback ...

  • Votes

    2

    We should be able to change the holdback rate in progress and unitary ...

    Currently we are unable to change a holdback rate mid project without all of the calculations on the billing going crazy and then not able to post a changed invoice if ...

  • Votes

    7

    top 25 cutomers sales report or other sales reports would be nice to ...

    It would be nice to have some standard sales reports to see what your customers sold per period or date and also be able to see how your salesmen sell per period.