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Votes
10
Undo/Go back button
I would like to suggest having an undo button or go back button like Microsoft has. I deleted a line in my invoice and it created more work for me because there were a ...by: Jessica G. | about a year ago | Last activity 9 months ago | Status changed about a year ago | Accounts Receivable
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Votes
1
Due terms in business days
We have several Clients that negotiate their due terms in Business Days. It would be great to have that option in the system. We have to change it manually at each ...by: Heather T. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
9
JOB NUMBERS - Allowing Letter Characters
Many fields allow "Character" as their Field Type. Job Numbers are forced to fall within numerical inputs only. In order to differentiate between divisional job ...by: Jeff H. | about a year ago | Last activity 6 months ago | Status changed about a year ago | Accounts Receivable
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Votes
1
Print A/R Aging by Job Access List
Print the A/R Aging by the Users on the Job Access Listing so we can look at each user's A/R seperately.by: April C. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
3
Over 120 Day Aging Column
Most companies have a line of credit with their bank that carves out certain receivables from eligibility; in construction, 90 days is too short for a paid-when-paid ...by: Pamela W. | about a year ago | Last activity 4 months ago | Status changed about a year ago | Accounts Receivable
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Votes
2
security on post for progress billing
There is a need for security in Progress Billing. The ability to secure the Post feature would allow PMs to create a progress bill without being able to affect ...by: Tim L. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
4
Date Selection on Statements
When printing statements for customers, it would be great to be able to have the option to enter a date range for the statement. For example, if you want to include ...by: Kasie D. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
8
lock closed jobs
I've seen this idea marked as completed in several posted, but it hasn't. We need the ability to lock closed jobs just as we lock closed periods. For effective archiving ...by: Tim L. | about a year ago | Last activity 4 months ago | Status changed about a year ago | Accounts Receivable
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Votes
4
Client Billing Notes/Alerts
In a perfect world you would bill each and every client the exact same way; enter invoice details, print invoice, put in an envelope, send it USPS, and then get paid ...by: CK H. | about a year ago | Last activity 10 months ago | Status changed about a year ago | Accounts Receivable
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Votes
3
we need to be able to have more than 1 sales tax entry on a job, ...
we need to be able to have more than 1 sales tax entry on a job, example in Pennslyvania there is a 6% sales tax and Philadelphia has an extra 2%., for auditing purposes ...by: Kathleen G. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
7
When a user is in a Job (Accounts Receivable) please add a "Create ...
Anyone who creates work orders and quotes will love this! The button/icon could go at the top next to all the other icons.by: Jon C. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Populate the 3-6 Receivable Client equipment tab with serialized parts ...
When a serialized part is pulled from inventory and allocated to a job that has a client, it would auto fill the 3-6 client's equipment tab with serialized parts, instead ...by: Aaron C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Progress Billing
Have the ability to post to income on a progress billing as you go. If a builder want you to submit monthly, you need to know where you are at on an income basis as you ...by: Don K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
In Progress Billing 3-7; ability to select Part Number in addition to ...
Have a part number column so you can select a part number from the appropriate category and that transfers over to the invoice.by: Samantha C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Need ability to break out a change order when importing into 3-7
Sometimes, we have very large change orders approved and when we import them into 3-7, they are imported as a lump sum when our client awards the change order by phase or ...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
6
PICK LIST FOR CLIENT AND JOB IN 3-3-1
AR Cash Receipts: Can a pick list option be added for clients and jobs in the 3-3-1 (like pick list option in 4-3-1 area)? I process roughly 25-30 billings each month, ...by: Kim H. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
11-2 import hours from dispatch to invoice details
I think it would be helpful to be able to import the total hours on the dispatch tab of work orders into the invoice tab.by: Alissa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
6-1-4 #71 Create Summary one line per job
It would be amazing if you could create this report so all jobs show up as a summary on one line with all of the jobs listed. I need to create a report with Total Billed ...by: Cindy L. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Expand the 3-7 Jobs Contract Amount Field Into a Table
Sometimes we get multiple contracts per job that we have to keep track of manually. The amounts are summed and put into the Contract Amount field in 3-7 Jobs but it would ...by: Matthew D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
company security
There needs to be a way to set up read only access to AR and AP menu. This way only specific people can create, clients, jobs and vendors to make sure all the required ...by: Ruby I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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