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Votes
2
gst on pst tax
When entering Vendor invoices, it would be very helpful to have a cost code dedicated to not being subject to GST. This would allow you to enter pst on a separate cost ...by: Gillian H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Create a Master Project linked to Subprojects
Currently we use the phase numbers to link several subprojects to a master project, thus making our phase # longer than they should be. I would like to see the ability ...by: Ted C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Job cost summary button in the 3-5 window
In the Receivable Job window 3-5, at the bottom there are buttons all along that take you to different information job links (bid item, phases etc). However to complete ...by: Richard K. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Time and Material Setup
Would it be possible to add a description field in the T&M setup screen. This description would then flow into GL the record description as T&M Billing + Description. So ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Better descriptions in accounting report 2-4-21
When you print this report, it shows generic descriptions of the GL entries from the various modules. Is it possible to use the same (or combined) description(s) used in ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
History of invoices
When you view the history of an invoice it should show when it was emailedby: Audrey M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Multiple progresses
Would like to be able to create multiple Progress Bills. Some projects have billing to multiple parties. EG. Working with a home builder to build a home. The majority of ...by: Stephan G. | over a year ago | Last activity 12 months ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Perform partial search in the Data control module
One of our clients' is requesting that the data control module have the ability to do a partial search inside the field. Their reasoning is that they have many jobs and ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Drill down on the change order lines of the progress bill.
It would be handy if when you pull up the progress bill if you could drill down on change orders to review same. If you can't remember which change order is which, there ...by: Ted T. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Add Client PO# to 3-2 Invoices when Posted from 3-9 Unitary Billings
Currently, the 3-2 Invoices Client PO will populate from the 3-5 screen during data entry. Please add this functionality (insert actrec.pchord) when 3-2 Invoices are ...by: Alex 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
Ability to print work orders/invoices with any status.
I completed a work order then tried to print, i was forced to void the record and re-do, why?by: Lisa T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-5 Jobs Project Started Field
Would be nice if the Project Started Date / Starting Dateof the Contract could default to the date of the oldest job cost entry. This would eliminate report errors when ...by: Trinity P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Allow multiple phases on the same Receivable invoice
Our job contracts have several phases and cost codes. Currently we have to enter a separate invoice for each phase for each billing. Sometimes could be 10 to 15 ...by: Jan F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
When using progress billing - why at the point when I can invoice for ...
In 3-7 I create my progress billing. At the end of the project or when I can invoice for holdback why can't I do it from here. I have to go thru the process in this ...by: Tami J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Please add the ability to MODIFY Report 3-4-21 to 24
It would be nice to able to modify these reports. At the moment the aging summary table prints in the first page and doesn't print on the next page if the information ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Description field in 3-2 should have a Character Limit so that it is ...
Description field in 3-2 should have a Character Limit so that it is not exceeded, and cut off when printed. In 3-2 if you enter a description that is lengthy -- and ...by: Steven K. | 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 Holdback Defaults To Be Entered in 3-6 Clients
For regular customers, either holdback is something that is required on all of their projects, or it is required on none of their projects. It would be nice to be able to ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-6 Total AR Balances as a field
In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...by: Ryan B. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-5 Jobs Accounts Receivable - Actual Sales Price
Under Project Dates and Sales Information - the Actual Sales price should calculate itself. It should be the contract amount +/- change orders. We should not have to ...by: Edith F. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounts Receivable
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Votes
40
when creating invoice notice that customer wants invoice emailed
the ability when creating an invoice to be given a warning/pop up that the customer likes invoices emailed so that you don't waste paper printing off invoice then realize ...by: Tanya L. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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