• 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 ...
  • 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.
  • 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 ...
  • 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.
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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?
  • 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.
  • 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 ...
  • 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)
  • 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.
  • Votes

    29

    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 ...
  • Votes

    4

    Warning message when computing job cost but billing set-up is not ...

    There used to be a warning message that would pop up during "Compute T&M Invoices" if there were job costs, but not T&M Billing Setup. This seems to have gone away in ...
  • Votes

    21

    Progress Bill Status to Closed

    When a job is final billed and totally complete, I don't see an option to change the status of the progress bill to Closed. When a job is in the early stages, I click ...
  • Votes

    22

    Ability to add more than one Client per Project.

    Sometimes my client changes partway through the project and sometimes I might work for a contractor and they want me to bill their client for something directly. ...
  • Votes

    2

    Quantity in Progress Billing

    There are quite a few instances where we bill material/options and they get more than one. However, there isn't an option to enter the quantity of any items just the end ...
  • Votes

    40

    Have a Misc Billing for A/R.

    There are times we have Misc billings that are not related to a job. We rent out equipment, Bill for Customer Service work that a builder has asked us to do from another ...