• Votes

    2

    Billing Jobs by Phases and Hold Backs.

    We often need to bill out our jobs in phases, and the hold back for each phase upon the phase completion. All the phases must be on one application, and the billing ...
  • Votes

    3

    Allow Sub-job#'s under the original job#

    Customers require a seperate bid for a Job but request it not be a change order. would be great if this could be monitered under the original job#. For instance as a Sub ...
  • Votes

    5

    Job Status should be able to change on Multiple Jobs simultaneously.

    Meaning we should be able to choose 2 or more jobs in Bid for instance and change them to refused without needing to enter into every job individually. Especially for ...
  • Votes

    7

    Be able to select if certain customers receive statements

    It would be nice to be able to select if we wanted a customer to not receive statements. That way we would not have to look through all statements to pull out any ...
  • Votes

    12

    bulk emailing for customer invoices

    The ability to email all invoices entered for the day to customer emails all at once
  • Votes

    2

    In 3-2 Allow Holdback Billings to be Created for All Phases

    Often items may be invoiced through various phases, but holdback is most often released for all phases at once. This should be a feature regardless if invoicing through ...
  • Votes

    3

    Expand Phase Digits to 10+

    Phase number digits are not limited in the 3-5 Phases screen, so for many years we have used 10+ digits for inter-company cross references to Jobs/Phases (e.g. ...
  • Votes

    3

    Delivery/Task orders set up

    When we set up a job, we currently have a "base" job to charge all expenses to. Then when a Delivery/Task order is issued, we have to set it up as a separate job because ...
  • Votes

    4

    Progress billing by cost code to be split between taxable and non ...

    It would be helpful in income tracking to be able to import the data by cost code into progress billing and have the taxable and nontaxable items be separate that way ...
  • Votes

    22

    email options

    when creating an invoice if you are given the option of a pop up box or warning that customer prefers emailed invoices rather than regular mail and wasting paper.
  • Votes

    3

    Burnoff report for all current jobs

    Create a way to document and report burnoff by month for all current contract jobs. Should be able to key in burnoff % or $ by month so we can project revenue and ...
  • Votes

    22

    Sage needs the ability to apply a duplicate payment to a paid AR ...

    When posting a deposit in 3-3-2 you can bring up all AR invoices; however, if an invoice is already paid, you can not apply a second payment to that invoice. We live in ...
  • Votes

    6

    Track vendor certificates by job - in 3-5 Jobs

    Track vendor certificates by job - in 3-5 Jobs adding the certificates for all trades per project is great; however, if the budget has been set up and subcontracts have ...
  • Votes

    7

    Post S/R Invoices to A/R just like how the 3-7 and 3-10-4 Screens Do

    I know this would require a major redesign, but it's necessary. The design of having S/R separate from A/R creates double the work, increased likelihood of errors, and ...
  • Votes

    3

    Allow more than 13 criteria fields for Queries

    I would like to add more than 13 custom fields for an Accounts Receivables Custom Fields QUERY. I am limited to 13 -- however, I could use many many more. Please allow ...
  • Votes

    11

    Due date criteria when printing statements

    Would be useful to have a "due date" criteria in the 3-4 screen when printing statements. I end up throwing away about half of the statements before I mail them because ...
  • Votes

    12

    Client Credit Limits and Alerts

    Please add a field in the client record where we can enter a Credit Limit amount for that specific client. There should also be pop-up alerts when the receivable ...
  • Votes

    9

    Make it easy to click back and forth through deposits and checks in ...

    Make it easy to click back and forth through deposits and checks in order just like invoices. It's a pain to go through journal transactions!
  • Votes

    7

    Send AR Invoices, SR Invoices, and Statements in Batches like Employee ...

    Often we have a lot of customers who have outstanding invoices. It would be great to be able to send each customer a combined statement with all attached invoices in one ...
  • Votes

    23

    Add the invoice date to the AR aging

    When looking at an aging, the invoice date along with the due date needs to show on the reports.