• Votes

    64

    Job Status Issues!!

    Requested new Job Status' ... PLEASE!!! Inactive Cancelled We need another job status for use when the job is 100% done in the field but we have not been paid in full ...
  • Votes

    13

    A/R misc billing

    We need somewhere to bill out items that are neither service or projects. Some examples: We bill out: Rent, administration services to other companies, we have also ...
  • Votes

    7

    Archiving contractors

    It would be nice if there were a way to "archive" or make contractors inactive. We have a couple of cases where General Contractors &/or Subcontractors have gone out of ...
  • Votes

    10

    Current budget in the 3-5 screen instead of original budget

    It would be helpful to have the current budget in the 3-5 screen instead of the original budget.
  • Votes

    2

    Sage 100 Contractor Sort Customer total invoiced

    I would like a report that you can view the total invoiced by customer without any detail. Sort data by total amount sold. Like the dashboard report Top Customers by ...
  • Votes

    9

    Sage 100 Contractor transferring data to EXCEL

    When sending a report to EXCEL extra rows are added. It would be great to be able to transfer the data with a .csv format
  • Votes

    5

    Sage 100 Contractor report 3-1-3-81, I would like the ability to print ...

    Thank you for combining SR and AR so I can now pull 1 report. But I can not get this report to sort the way I want it to sort. I first want the report in Alphabetical ...
  • Votes

    3

    T&M Posting screen (3-10-4) no longer is in job # order. Would be nice ...

    The screen for posting T&M invoices is no longer in job # order. It is helpful to have it in job # order at a quick glance. This newer version is randomly out of order ...
  • Votes

    4

    From Cash Receipts be able to create an accounts receivable invoice

    Example: Client payment is for $80; remittance is A/R Inv for $100 paid in full, but they deduct $20 that is not approved; they technically did not short pay the ...
  • Votes

    3

    Sales Tax Credit option needed for already created invoices that will ...

    Currently, if a sales tax credit is applied to a customer invoice, it appears that the job was not fully billed as it does not recognize that the amount credited was tax. ...
  • Votes

    1

    Client Statement Current and Past due columns showing in error ,

    Even if you put in the date you enter on the statement blank are it pull info as past due - I have to go back and change all of the dates on the invoicing to make it post ...
  • Votes

    8

    Can you make the percent complete in progress billing up to 4 decimal ...

    Since the system will not let you bill by dollar amount one time and percentage complete another time, we always bill by percentage. However, we need more than 2 decimal ...
  • Votes

    5

    Add phase column into 3-7 Progress Billing Application

    Add Phase column into 3-7 Progress Billing Application so we can bill our client by phase and by cost code broken out on same billing application.
  • Votes

    2

    Get rid of lexicographic sorting in 11-2

    It would be very helpful is we had the ability to sort the columns in the 11-2 lookup window by size of number rather than using the lexicographic sort. I am trying to ...
  • Votes

    27

    Progress billing Retainage

    Progress Billing lines should allow for retainage to be calculated as a percentage of billed amount OR an entered value on a line per line basis. For example you have 10 ...
  • Votes

    3

    Client or Job specific T&M wage rates by Paygroup

    It would be great to set up T&M labor rates for specific clients or jobs using Paygroups instead of employee.
  • Votes

    7

    Customer refunds help is wrong

    Step 18 in the HELP topic for Customer Refunds is not correct. The credit already exists from an overpayment or credit issued after prior payment in full has been ...
  • Votes

    3

    3-7 Progress Billing Status of 1 or 2 Should be Voidable

    If I create a new progress bill but the job has been billed 100%, that progress bill stays forever. The only work around is to void the previous progress bill but this is ...
  • Votes

    11

    Accounts Receivables search invoice amounts

    In 3-2, if you use the drop down arrow to search an invoice number, you used to be able to see how much the invoice was for without having to double click to open it and ...
  • Votes

    1

    3-1-3 AR Agings should allow users to select more than 1 job

    In the Job drop down menu, you can only select multiple jobs with the "In-List" option. It would be beneficial if all options (particularly the "Not equal" option) ...