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Votes
6
Make Backups an option in the Payroll Archive Function
Currently, when a Payroll Archive is run, a backup of the company is created, then the payroll archive function runs, then another backup of the company is created, and ...by: Tim L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Other
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Votes
14
bulk emailing for customer invoices
The ability to email all invoices entered for the day to customer emails all at onceby: jenny p. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
2
The Payable 4-2 Record Drop Down list should have columns for Vendor ...
On the Payable 4-2 screen when choosing the record # drop down menu, the list should have a column for Vendor (would be nice for vendor # and vendor short name) and a ...by: Leslie H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
In 3-2 Allow Holdback Billings to be Created for All Phases
Often items may be invoiced through various phases, but holdback is most often released for all phases at once. This should be a feature regardless if invoicing through ...by: Ryan B. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Expand Phase Digits to 10+
Phase number digits are not limited in the 3-5 Phases screen, so for many years we have used 10+ digits for inter-company cross references to Jobs/Phases (e.g. ...by: Pam L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
RUN REPORTS BY JOB STATUS
Be able to limit project reports by the job status. I'd like to get a report showing only current projects instead of having to scroll through ALL projects.by: Patty R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
5
Purchase order report by budgeted cost code- for material and sub cost ...
We need to see what purchase orders were written for which cost code so we can decipher between po's. We also need to see this so we can see if our pm's are properly ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
2-9-21 Cash Flow Statement Export
When exporting the Cash Flow into Excel, the formula for "net cash used by financing activities" is incorrect.by: Karen B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
6
Sick time must accrue on hours associated with piece work
Currently, Sage does not accrue sick time for hours associated with piece work, which has created a tremendous cost for our company as we now have to front-load sick ...by: Conni Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
fix 6-1-4-81, it does not accrately report actual hours if the item ...
6-1-4-81, job hours summary actual/budget only reports actual hours for item that are in the budget, if there is no budget item and there are hours posted against it the ...by: steve b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
10
Visual Flag for Client Statuses
I need a couple of flag fields on the client record (just a toggle on-off is fine) that show up on the work order header 11-2 as soon as the client name is selected. My ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Add a Rounding Feature to Assembly Solving Formulas
Extremely common scenario: the main measure of an assembly can be fractional (eg. a length), but certain components of that assembly are not. For example, the very first ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Export from 9-5 Takeoffs to 12-2 Inventory Allocations
In the 9-5 Window, if you populate the Vendor field, it allows you to quickly create Purchase Orders by exporting. But what if you have the stuff already in inventory? ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Add a "Latest Cost" Field in 9-2 Parts and Allow Estimating to Use to ...
When Estimating, the costing choices are "Average Cost", "Default Cost", and "Billing Amount". Most often, we just want to use the latest pricing (regardless of the ...by: Ryan B. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Estimating
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Votes
11
employee equipment Assignment
It would be great to have a Equipment tab on the employee record that allows you to add multiple pieces of equipment to a employee. We have employees with up to 30 small ...by: Tim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Votes
7
report for summary of vendor purchases for a period
Need a report to show a summary of totals purchases by vendor by periodby: Don K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
13
Inactivate Phase
I would like the ability to inactivate a phase once it has been completed so no other costs can be posted to it.by: Manish P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
Delivery/Task orders set up
When we set up a job, we currently have a "base" job to charge all expenses to. Then when a Delivery/Task order is issued, we have to set it up as a separate job because ...by: Laura S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
44
Employee Licenses/Training Expiration Warnings: 5-2-1
It would be useful if there could be expiration warnings for employee licenses and training. Also for annual review dates. This would be the same as the warnings for a ...by: kevin S. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Payroll
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Votes
9
Entering Employees in 5-2-1
When entering a new employees it should give you a pop up before saving if the employee already exist in the system. I am having problems with entering new employees and ...by: Taisha R. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (119)
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- Equipment Management (41)
- Estimating (116)
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- Inventory (56)
- Other (262)
- Payroll (677)
- Project Management (368)
- Review and Reporting (144)
- Scheduling (48)
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