• 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    14

    History of invoices

    When you view the history of an invoice it should show when it was emailed
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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?
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...