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Votes
7
Be able to set up T&M bill wage rates by employee position
In 3-10-5 it would be nice to add a rate by employee position. Employee position would read from employee records under human resources tab and position. This would allow ...by: Talaena C. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Retention release - age differently from other due dates of other open ...
The aging report is incorrect when we release retention on a job and there are still open invoices. Often happens when the payment cycle is 60-90 days but billing cycle ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Ability to setup Receivable Clients on an ACH account
Clients have requested for us to set them up on an ACH account. Payment for services provided on a reoccurring bases.by: David D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Scrolling to looking up a customer or vendor
In the old version (12) when you would be looking up a customer or vendor, you could start to type in their name and you could scroll down with the arrow key. Now in ...by: Jean K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
3-7 Progress Billing Remove Income Account from Setup Screen
Move Income Account/Sub-Account to be a Line Item as it is in 3-2 Invoices. This allows different departments (Income Account/Sub-Account) to be entered on the same ...by: Cheryl W. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-7 Progress Billing be able to bill without cnets
In the 3-7 progress billing you are able to bill in dollars only without cents. You would need to fill in your current complete and then select the entire row and go to ...by: shawna b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
The description on the T&M invoice should pull from the wage rate ...
We found that the wage rate in the description field rounds weird because it is a formula. For consistency it should pull from the wage rate table.by: sue e. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
T & M Summary Report: Inconsistency between Proposal Amount and Billed ...
The T&M Summary Report pulls the T&M Budget--which includes markup, overhead and profit--from the Proposal, however, the Billed Costs include bill rates, but don't ...by: John C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Include Phase Number in 'Invoices' and 'Payments' on the 3-5 Jobs ...
This way you know what invoices belong to each phase if you look at them via the job menu.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
12
Progress bills in status 1 or 2 should be able to be voided
Progress bills created in error or anticipation of a CO that isn't coming just sit in Progress Bills currently with no way of removing them. Those of us that browse by ...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
4
HST is not calculating on Holdback Progress Billing.
Clients request a copy of Progress Billing for Holdback along with the Invoice. HST does not calculate on the 3-7 form, therefore amount owing and tax amount does not ...by: Sharon P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Track when 3-5 job status changes for reporting sake
We need to be able to print reports based on what the 3-5 Job status was at a given point of time in the past now that we have the new multi-year ledger feature in Sage ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Printing reports (i.e. receivable invoice) without having to save and ...
Can there be someway to make the receivable invoices printable without saving? Or if not can you set it up so that when you save the invoice doesn't close so that you do ...by: Laurel G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Progress Billing Setup
In the Setup of Progress Billing (3-7), it would be nice if the Subaccount would automatically default the Department Code from 3-5. Instead, each time you bill, you ...by: Jennifer F. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Add a line to progress billing
I would like to adda line item in the middle of my Progress billing without retyping the whole thing?by: shawna b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Change manage period availability to be able to seperately lock AR & ...
We usually finish posting our AR far before we finish posting AP for any given month. It would be nice to be able to lock a period for AR separably from AP.by: Talaena 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
WIP labour costs should be split out (wage, CPP, EI...)
Currently if we have a WIP job, the labour costs go to the WIP account as one giant lump sum. It lumps the wage, CPP, EI, vacation etc all together. At the end of a ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Transfer Client PO# to invoice when doing Progress Billing
When doing Progress Billing, the invoice that is generated in 3-2 should automatically bring in the Client PO# from the corresponding job card (3-5)by: Melissa A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
3-10 T&M being able to set multiple 6-3 job cost to non billable at ...
When recreating T&M being able to set the billing status to multiple job cost (6-3) to billable or non billable all at once.by: shawna b. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
30
Add shipping address to 3-5 Jobs (Accounts Receivable)
Because each job that we complete for our clients has a different site address (aka shipping address) it would help us a great deal if there were fields created for the ...by: Pamela H. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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