• Votes

    3

    When exporting PO's do not combine like items

    When we have items on a take off with the same description and price, the system is combining them into one item when the PO is exported from the take-off. even if the ...
  • Votes

    2

    Allow Holdback Defaults To Be Entered in 3-6 Clients

    For regular customers, either holdback is something that is required on all of their projects, or it is required on none of their projects. It would be nice to be able to ...
  • Votes

    1

    11-3 Calendar drop down

    Opening the calendar drop down in 11-3, I try to move to a different month and the after 1 or 2 clicks it reloads. Would be helpful to move many months at a time without ...
  • Votes

    6

    3-6 Total AR Balances as a field

    In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...
  • Votes

    11

    Add a field to show employee picture in employee records 5-2-1

    we had a field in Employees page in our old accounting software, which we could upload a portrait picture of employees. It would be nice to have a portrait picture ...
  • Votes

    13

    Attach Folders that contain many files.

    It would be nice to be able to attach a whole folder to a job. For example, we have folders set up for each job. Each folder contains many files, PDFs of NOC or ...
  • Votes

    15

    Notes - being "audit stamped" with name of user time and date

    Yes, I know you can date stamp the notes, but what would help us out a lot is if you can have the notes automatically insert the user, time and date.
  • Votes

    5

    3-5 Jobs Accounts Receivable - Actual Sales Price

    Under Project Dates and Sales Information - the Actual Sales price should calculate itself. It should be the contract amount +/- change orders. We should not have to ...
  • Votes

    2

    11-2 Lock Billing Service contract add on

    Hi, In the Billing tab, add a toggle that is linked to the expiration date. It would either prevent further (additional) billing of the service contract after the ...
  • Votes

    40

    Notification of licenses expiration in payroll

    When licenses and training expire in payroll it would be nice for a pop up to come up when a payroll record is entered to notify the payroll person.
  • Votes

    7

    time tracker on smart phone that integrates into payroll time grid

    TIME CARDS ON SMART PHONES.. IT WOULD BE NICE IF THE EMPLOYEE COULD CLICK A DOWNLOAD BUTTON AND HAVE IT FILL IN THE TIME ON THE PAYROLL GRID/PER EMPLOYEE
  • Votes

    1

    We have Monthly Recurring Transactions which had been pre-authorized ...

    To be able to Journalize Recurring Transactions that were pre-authorized with the Bank
  • Votes

    40

    when creating invoice notice that customer wants invoice emailed

    the ability when creating an invoice to be given a warning/pop up that the customer likes invoices emailed so that you don't waste paper printing off invoice then realize ...
  • Votes

    22

    It would be helpful when numbering projects to be able to enter ...

    When entering a job in (3-5) it would be helpful to be able to use . or - , or even alpha numeric. That way the job could be revised but still use the main part of the ...
  • Votes

    5

    Sales Tax Calculation

    Recommendation: Do not round each Tax Entity's Sales Tax amount separately. Round at the total Tax District level. This will allow for consistency in calculation with ...
  • Votes

    10

    Purchase Order Receipts - Invoice Date

    ability to enter the actual date received (currently the field is locked down)
  • Votes

    11

    Show Vendor Address in invoice or CC entry

    It would be really helpful if the customer's address displayed once it's selected so that you can double check it to the invoice you are holding, or notice missing ...
  • Votes

    2

    be consistent in reports & have all report pull the info alpha same

    The reports do not pull the employees the same which can be an easy mistake made. For instance 5-1-2-39 does not pull the list alpabetical, but it 5-1-8 it does.
  • Votes

    17

    Workers Comp Report

    Workers comp report needs to have from to date from one year to the next. Workers comp does not always run on calendar year, but from the current Workers comp period to ...
  • Votes

    60

    Create report that shows Current Vacation, Sick leave, and used ...

    Have a report by all or employee what and when vacation and sick leave were used and the how much vacation and sick time are available.