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Votes
9
client po on statement
Clients use their PO's numbers to address invoices due us. Please put the client po on the statements.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
client po on statement
Clients refer to jobs using their po #'s. We need to have that on the statement.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Service contract attachments
It would be great to be able to attach my hard copy contract into the service contract area. That way the contract is readily accessible to anyone who needs it.by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
edit invoice after being created from progress billing
there used to be an option to edit the 3.2 invoice after it was generated from the 3.7 progress billing screen. We used departments when cost coding so I have to copy, ...by: Jaims G. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
closing progress billing applications
I would like to close jobs that have stayed open even after billing 100% in the 3-7 progress billing screen. It would be nice to have the option to close them or void an ...by: Jaims G. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-6 Clients - Service Invoice History / 11-2 Invoices - Locations Sort ...
Right now it only sorts one way - oldest on top. When I have clients with a lot of history I have to scroll all the way to the bottom to see the most recent or to know ...by: Tanya T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
progress billing by phases with notes attached,
when entering 2 proposals under 2 differnet phases, the notes should save per phase and not be one note for all phases.. also when creating an invoice from a proposal why ...by: peshe p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
63
RETENTION RELEASE
Retention Release - When retention is released, the system ages the new retention invoice from the original bill dates. This is incorrect. Aging on the newly created ...by: Tina A. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
7
AR Statements - POs
It would be great to be able to modify or have a report that would also pull the PO numbers from jobs/Work orders and show on the statements.by: Alina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
allow adding attachments in progress billing after posting.
Attachments can be added before a progress bill is invoiced and posted, but not afterwards.by: Pieter 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
Combined Statement should have the job invoices separated from the ...
Who would want this: Anyone who has clients that have both jobs and service invoices on their account. Why it's valuable to them: Send one statement vs two, and it would ...by: Chris P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
3-2 Receivable Invoices / Credits
There is not enough characters allotted in the " * Description " field. Should have more room to type info on the same line.by: Lana S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Have a dedicated spot for the email address to the accounting dept. of ...
I have to share MB with other people who create the proposals/quotes. They almost always use a different email address than I do when I email the invoice if the client ...by: Tanya T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Average Days to Collect
We're always getting asked, "is this a good paying customer?", "are we being the bank for this customer?" We would need a report that tells us the average days it takes ...by: Roxanne M. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounts Receivable
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Votes
17
Invoices to pay refresh
When we are selecting invoices to pay and we notice a change that needs to be made, we are able to drill down and make allowable changes to the invoice but it would be ...by: Desiree F. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Client merge needs to preserve contact information
The new client merge functionality is great, but it needs to preserve contacts from both files the same way it preserves equipment and locations.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
3
Add a button to 3-5 jobs for the S/R invoices
11-2 invoices allow you to put a job on it, but there is nowhere to find S/R invoices by job. Seems like it should be simple to index the invoices by job.by: Evie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
project work center
when in project work center and looking at progress billing summary, there is not a column for stored material so if you see the previous billed , it is inaccurate , need ...by: Diane L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
That's great that you can now email a statement to a customer, but ...
It would be cool if we can email an invoice to a customer right from the 3-2 screen.by: Michelle S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
When creating a new AR invoice to a customer that the next available ...
I have duplicated invoice numbers to customers. I would like Sage 100 Contr. to know when a new invoice number is open to use.by: Michelle S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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