• Votes

    5

    Sales Tax Calculation

    Recommendation: Do not round each Tax Entity's Sales Tax amount separately. Round at the total Tax District level. This will allow for consistency in calculation with ...
  • Votes

    36

    3-7 Progress Billing; allow the user to insert rows in the middle of ...

    This idea is submitted on behalf of E Vaughan Rivers Inc (account ID: 4000076966). The company has a number of contingency items they must invoice for through AIA ...
  • Votes

    2

    Is there a way we can have report 61 default to current period on a ...

    If we could have the ability the modify more reports such as Aging reports to allow us to pull per month only.
  • Votes

    6

    Create Holdback Billing for All Phases Simultaneously

    It is often the case that holdback is maintained until the entirety of the project is completed (for all phases). Hence, when creating a holdback invoice, the software ...
  • Votes

    8

    3-7 Progress Billing

    I cannot get the taxable column to show on the progress billing..... when I hit the preview report, it shows up there, but not when I print it out...
  • Votes

    6

    3-5 Jobs

    In the AR Invoices tab where all the job related invoices are listed, list the job on the report in the upper left corner.
  • Votes

    5

    Record History - Modified

    Please add the MODIFIED and USER fields to the available fields in the report writer for 3-5 Jobs and 5-2-2 Payroll Records. We need the ability to print a report that ...
  • Votes

    4

    Progress Billing- Importing the Budget-- The line items are 'Grouped' ...

    Progress Billing- Importing the Budget-- The line items are 'Grouped' with the same Cost Codes. I would like the 'OPTION' to either keep the format the same as it was ...
  • Votes

    9

    As a GC, it would be nice to be able to enter the expiration date of ...

    General Contractors would find this useful. Most policies are good fro 1 year and expire with the option to renew. If it expires there is no coverage for the client ...
  • Votes

    1

    MSHA Safety Hours or other hour tracker requirements

    Need a check box on client card that pushes to the job card to designate MSHA (or similar) safety requirements. Right now, we are using the certified payroll check box to ...
  • Votes

    2

    On 3-5 Screen(Jobs) would be great to see inventory ...

    On 3-5 Screen(Jobs) would be great to see inventory allocations(Tickets)-maybe a tab at the bottom
  • Votes

    3

    cash receipts lookup by Client Short Name - used to work - enter the ...

    We can do this on the Job Field but not on the Client field.
  • Votes

    11

    Unitary Billing Update Quantity Cutoff

    3-9 Unitary Billing, Update Quantities from Daily Field Reports has no cut-off function. This means invoices have to be prepared before any daily reports are entered for ...
  • Votes

    18

    Creating a separate general ledger account for retention receiveables

    I would like to show the split on the balance sheet of AR receivables and Retention receivables Also to be able to run one invoice once you release retention in AR to be ...
  • Votes

    2

    list phase under job when printing and invoice

    We create one main job to put several small jobs under, ie Small Repairs 2018. We bill these under phases. When printing the invoice it only shows the main job at Small ...
  • Votes

    17

    progress billing to pull change orders

    When creating next progress billing masterbuilder should search for approved change orders and add line item to progress billing.
  • Votes

    3

    Customize Notes in Progress Bill so that it prints correctly

    Currently you cannot modify the size of the notes. We need this ability in order to look professional.
  • Votes

    2

    T&M invoices need to pull more date from job costs. I just had ...

    T&M invoices need to pull more data from job costs. I just had Accordant redesign to include a description from PR and AP. This should be a report option, easy enough to ...
  • Votes

    6

    3-6 Need property owner box added.

    Property owner names differ from client names. Need property owners to be included in lien waivers, as well as customer names.
  • Votes

    1

    Maintain Jobs or Assemblies Database

    If we can maintain the parts database by selecting a few criteria and changing the values, why can't this be done with jobs or assemblies? Example, we were contracted ...