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Votes
1
Unreleased retainage when closing jobs
When closing jobs, it would be helpful for a message to pop up, warning that you have not released retainage on the project.by: Christi S. | 2 hours ago | Last activity 2 hours ago | Status changed 2 hours ago | Accounts Receivable
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Votes
3
3-10-2 Compute T&M by Date Range
We use the 3-10-2 Compute feature frequently but would like to request a new report format. We need to run a compute by a date range of payroll to capture the days an ...by: Dana G. | 18 days ago | Last activity 14 days ago | Status changed 18 days ago | Accounts Receivable
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Votes
3
Progress Billing: Ability to insert a line into a progress billing ...
We need to be able to insert a line into a progress billing, mid project (not the first pay application). This would be for change order and changes that need to be ...by: Jennifer R. | 19 days ago | Last activity 14 days ago | Status changed 19 days ago | Accounts Receivable
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Votes
2
3-10-3 Time & Materials Report by Date
For example, type in date 1/2/25, job # All costs on that date associated show what happened on that date. X people were on this job doing drywall, or electrical. ...by: Stacey D. | 26 days ago | Last activity 19 days ago | Status changed 26 days ago | Accounts Receivable
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Votes
3
Receivable invoice
When creating a job invoice (3-2), it is kind of ridiculous that one cannot "view" an invoice before printing, other wise creating an additional invoice and receivable in ...by: Denise K. | about a month ago | Last activity 15 days ago | Status changed about a month ago | Accounts Receivable
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Votes
3
3-2 Due Date
Additional formulas for due date for example Invoice Date + XX DY When entering previous invoices you have to do the date math vs. it auto populating to the terms for ...by: Chasity A. | about a month ago | Last activity 15 days ago | Status changed about a month ago | Accounts Receivable
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Votes
5
Allow Short Name to Auto Fill with Long Name if field left blank
Allow Short Name to Auto Fill with Long Name if field left blank, instead of being required to enter both a Long Name and Short Nameby: Chasity A. | 2 months ago | Last activity 15 days ago | Status changed 2 months ago | Accounts Receivable
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Votes
3
Progress billing retention should calculate of current billed instead ...
Many times we have different vendors billing to the same line item (dictated by the owner). Based upon the contract agreements the retention amount is different for each ...by: Cindy C. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Accounts Receivable
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Votes
1
Don't include unposted payroll records in time and materials invoices
It would be very helpful if payroll records did not get pulled into time and materials invoices until those payroll records get posted to the GL. It is a multi-day ...by: Caitlin K. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | Accounts Receivable
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Votes
11
Process payment without client invoice
Need to be able to post a payment to a customers account without an invoice be posted to their account.by: Jennifer T. | 4 months ago | Last activity about a month ago | Status changed 4 months ago | Accounts Receivable
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Votes
6
Enter overpayment in 3-3-1 for invoices already paid.
Include option to enter overpayment for invoices already with a paid status in 3-3-1 cash receipts and have this entry automatically create a credit invoice (similar to ...by: Kassandra B. | 6 months ago | Last activity 2 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
3
Sales tax on overhead for T&M billings
Currently the taxability table includes cost types, and Profit columns only. We need a column for overhead. It appears to not be calculating on the overhead portion of ...by: Charlene D. | 6 months ago | Last activity 6 months ago | Status changed 6 months ago | Accounts Receivable
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Votes
8
WORK ORDER BUTTON IN 3-5 & 3-6
Add a "CREATE WORK ORDER BUTTON" so when user is in a record in 3-5 or 3-6 they can click the button and it would take the user straight to Work Orders with the job and ...by: Jon C. | 7 months ago | Last activity 4 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
3
Have a refresh button on the "Post Invoices" page
It would be nice to have a refresh button on the Post Invoices page so it can be left open and refreshed when an invoice is re-computed.by: Stephanie M. | 7 months ago | Last activity 7 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
1
Have the option to use the 9-2 Sale Price of a part in T&M Invoices, ...
We generally like to round up the price of the parts in our T&M invoices, and some parts are marked up differently than others. Currently we go into every single Job ...by: Stephanie M. | 7 months ago | Last activity 7 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
3
Select statuses to view A/R list - so voided ones do not show
When using the down arrow to search for A/R invoices, I am only able to see one status or see all of them. I'd like to pick multiple statuses, (i.e. Open and Paid) and ...by: Stephanie M. | 7 months ago | Last activity 7 months ago | Status changed 7 months ago | Accounts Receivable
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Votes
1
AP/AP Hold Back Tabs on Client 3.6 and Vendor 4-4 pages
To be able to see if holdback is outstanding by client/vendor rather than having to go into the all jobs to search. By adding a tab at the bottom with open invoices or ...by: Deb O. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Accounts Receivable
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Votes
2
Longer contact email address field
We are using Procore, it assigns email address for the project, and these email addresses are much longer that Sage 3-5 contact table accepts. please make the contact ...by: Kathy R. | 9 months ago | Last activity 8 months ago | Status changed 9 months ago | Accounts Receivable
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Votes
2
Add a box for Designer on the 3-5 Job
We have a box for Architect. Can we add one for Designer?by: Heather T. | 10 months ago | Last activity 9 months ago | Status changed 10 months ago | Accounts Receivable
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Votes
2
Allow unlimited Tax Entities
If you use the sideways arrow under Tax Districts it brings you to a window where you can enter in Tax Entities. These tax entities make up the total tax for a Tax ...by: Jessica R. | 10 months ago | Last activity 8 months ago | Status changed 10 months ago | Accounts Receivable
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