-
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
-
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
-
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
-
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
-
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 4 months ago | Status changed over a year ago | Accounts Receivable
-
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 ...by: Pamela H. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Accounts Receivable
-
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 ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
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 ...by: Holly C. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
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. ...by: Shana P. | over a year ago | Last activity 6 days ago | Status changed over a year ago | Accounts Receivable
-
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 ...by: Nycole G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
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 ...by: Don K. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
Have AR Client Satements to subtotal each job.
Currently the AR statements just list all the open invoices. It would be nice for our clients if the statements would subtotal each job to make it easy for our clients ...by: Alan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
30
Progress Billing description to transfer to invoice and receipts ...
In Progress Billing (3-7) it would be much more helpful if what is entered under the "Description" column would transfer to the invoice (3-2) description column, which in ...by: Angela K. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
When you create a copy of an A/R invoice and you change the ...
This is to clean the A/R client statement so when a client receives their statement they do not have to question the entries. You are able to delete this type of entry ...by: Shelly L. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
2
Tax features in AR and AP
Some of the more robust tax features in Accounts Receivable such as the cost type selection for Tax Entities are limited to some billing types such as T&M but do not work ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Canadian Edition: 3-7 Progress Billing report
Allow the user to select the order in which line items from the 3-7 Progress Billing application print on the 3-7-21 report. Some users do not wish to print by Cost Code ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
4
progress billing report jumbles all the line items
when printing progress billing the report should not rearrange the order of the line items. the report should print in the order it is entered line by lineby: Linda R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
Fix A/R Aged Call Sheets - reporting same information in both CURRENT ...
We regularly use report # 3-1-5-56 and after update 19.5 in December 2014, the report is now showing the same invoice amounts due in both the Current and the 1-30 day ...by: Kathy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
15
T&M invoices should have part details with actual quanities on it.
Currently a T&M just groups all Cost Codes together (from the Job Costs), but my clients need to see more details than that. I need to be able to have part details ...by: Stephanie M. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
7
Job Costs should be separated by actual part number and quantity, not ...
It doesn't help me to see a lump of Cost Codes on a report. I would like the Job Costs to be separated by actual parts, with quantities visible, so I can make informed ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
By Category
- All Categories
- Accounting Reports (118)
- Accounts Payable (459)
Accounts Receivable (429)- Equipment Management (39)
- Estimating (116)
- General Ledger (122)
- Inventory (54)
- Other (260)
- Payroll (659)
- Project Management (357)
- Review and Reporting (141)
- Scheduling (47)
- Service Receivables (164)
- Utilities (82)
