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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 over a year ago | Status changed over a year ago | Estimating
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Votes
12
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 5 months 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
14
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 3 months 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
45
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 5 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 about a year ago | Status changed over a year ago | Payroll
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Votes
2
I would like the transmittal to pull the address from the Billing ...
We use the general info tab typically for the physical address. Some clients have P.O. Boxes. Typically the transmittal are mailed with a packet so the general info ...by: Della D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
16
Report for Sales Tax Paid
I would like to see a report by tax district that combines both what hits the GL in the sales tax paid account and the A/P vendor invoice. We compare what we collect in ...by: Carrie C. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Payable
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Votes
3
Separate Payroll for Admin and Union
Our company has the need to separate the processing of payroll between union employees reported to a job level (project management) and the Administrative employees. Can ...by: Cindy Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
2
Allow 9-5 Estimating Screen to specify a Margin per line item
Allow 9-5 Estimating Screen to specify a Margin per line item (which would auto-calculate the Profit Rate/Markup on that line). You could choose item by item whether to ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
Progress billing by cost code to be split between taxable and non ...
It would be helpful in income tracking to be able to import the data by cost code into progress billing and have the taxable and nontaxable items be separate that way ...by: Regina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Be able to track work visa dates
Have a section in payroll where you can enter dates for things like work-visa expirations, and be able to get some sort of warning/alert when it's close to expiring.by: Mary S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
24
email options
when creating an invoice if you are given the option of a pop up box or warning that customer prefers emailed invoices rather than regular mail and wasting paper.by: Tanya L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
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Votes
27
Allow customization of 5-1-8-81 for companies that use PTO rather than ...
In 13-3 Report Writer, the Display System Reports option should allow selecting 05010881 for customization (namely changing from "Sick" to "PTO" for the title and ...by: Martel R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
3
Burnoff report for all current jobs
Create a way to document and report burnoff by month for all current contract jobs. Should be able to key in burnoff % or $ by month so we can project revenue and ...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
6
Enter multiple technicians under dispatch/work orders
Would be nice to have the option to enter 2 or 3 technicians under dispatch in work orders. Right now can only enter 1 technician. Sometimes there are two or 3 ...by: Leslie S. | over a year ago | Last activity over a year ago | Status changed 7 months ago | Other
By Category
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