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Votes
6
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 #, ...by: Alan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
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 ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
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 ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
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.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
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 ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Please create an AP/AR aging report on invoice date
Need aging by invoice date not periodby: Carey G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
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 ...by: Katherine D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
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 ...by: Matthew S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
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 jobby: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
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 ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
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.by: Aurelia D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
17
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.by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
reprint cash receipts
It would be helpful to have the option to reprint cash receipts, customers always seem to lose or misplace them.by: Tanya L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
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 ...by: Kenneth K. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
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, ...by: Tanya L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
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 ...by: Susan J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
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.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
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 itemsby: Alice M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
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 ...by: Tammie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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