• Votes

    1

    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

    3

    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

    6

    Please create an AP/AR aging report on invoice date

    Need aging by invoice date not period

  • Votes

    5

    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

    4

    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

    6

    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.

  • Votes

    5

    Import Change Order Description to Progress Billing Once Approved

    When my PMs create invoices, they don't know what each change order is for and have to go back to the job to be able to see what the change order is for.

  • Votes

    3

    reprint cash receipts

    It would be helpful to have the option to reprint cash receipts, customers always seem to lose or misplace them.

  • Votes

    1

    CANADIAN EDITION: Menu 3-1-3 Period Aging reports and Holdback

    Need the original Holdback amounts to display, on a Period Aging reports; even after Holdback has been released. For example, if I have an AR invoice with holdback posted ...

  • Votes

    3

    Customer aged report

    Please create a combined customer aged report that is just a summary of the totals customer owe, that does not list all jobs just summary of the total, current, 30days, ...

  • Votes

    2

    Customer receivables statement by location

    We need to be able to provide a statement by client location in addition to overall. We have several apartment complexes that roll up to a management company. Each ...

  • Votes

    3

    job status - restrict groups

    We need the ability to restrict access to changing the job status so that only certain groups can change the status. Right now the permit access to window is grayed out.

  • Votes

    1

    Allow alpha and numeric in bid items in 3-5

    Have the ability to enter alpha or numeric in the bid item field. Many contractors use alpha in their bid items

  • Votes

    4

    search by invoice number in cash receipts 3-3-1

    It would be a huge help to be able to search by invoice number on both the contract invoice and service invoices portion of the 3-3-1 screen. It's very cumbersome when ...