• Votes

    1

    3-7 Progress Billing (Canadian Edition): allow the user to manually ...

    3-7 Progress Billing (Canadian Edition): allow the user to manually override the Goods and Services tax calculation. Certain federal statutes require the user to change ...
  • Votes

    2

    When using summary accounts, it should summarize on 2-3-1 monthly PL ...

    Make summary account active in all financial reporting and not just in 2-8. You could have a little mark next to an account number that would give you notice that there ...
  • Votes

    1

    6-1-4-71 Job Income Statement for Canadian Edition

    Create an option to allow the Job income value to equal income minus Holdback.
  • Votes

    6

    Better Reporting Functionality

    It was my great hope that this program would allow us to easily run reports that showed the data that I worked so hard to input. To an extent it does in the current data ...
  • Votes

    3

    Contact Manager - need better controls

    Contact manager is cumbersome. When I want to sync a new vendor or client, I need to scroll down to the very bottom each time to add them. We have thousands of contacts. ...
  • Votes

    7

    Allow vendor screen (4-4) to be put on hotlist

    Allow us to put a vendor (4-4) on the hotlist. This allows us to make sure we get insurance, master contracts, w-9 or any other items we need from the vendor we can't ...
  • Votes

    12

    More vendor information in vendor screen

    In the 4-4 vendor screen there needs to be different address fields (physical and/or mailing address), and website address - need to sync to Outlook.
  • Votes

    6

    Exporting Subcontracts - better control

    When exporting subcontracts from a takeoff, allow us better control over what we're exporting, like an option to select by phase or a "deselect all" button.
  • Votes

    3

    Keep proposal exporting from overwriting the "notes" field

    Be able to export proposals in different phases without overwriting other phases. Since we deal in multiple phases, I get tired of having to cut and paste to keep from ...
  • Votes

    3

    Make navigation in takeoffs easier

    Need scroll arrows for phases & bid items to scroll sequentially instead of having to click down on the arrow and then clicking the phase or bid items.
  • Votes

    3

    Takeoff "recap" by phases

    Be able to summarize phases in more breakouts. We utilize multiple phases in all jobs and in the 9-5 takeoff "recap" tab, the only summary is by phase. There should be ...
  • Votes

    7

    Paygroups

    Be able to create paygroups that include both alpha and numeric characters. Using all numbers gets confusing. Would like be able to abbreviate counties.
  • Votes

    1

    Finances charges per client should apply to all their jobs & print on ...

    We should be able to specify the finance rate per customer & have it apply to all of that customer's jobs instead of having to specify for each job/contract. It seems ...
  • Votes

    4

    The maximum does not carry over into a new fiscal year in a 5-2-2 ...

    It would be nice if it would keep the maximum through years instead of having to do the totals at the end of each year and putting it back in, in the beginning of the ...
  • Votes

    8

    report writing needs to be more flexible

    For Example... Need to be able to put in a footer that only prints on the last page.
  • Votes

    3

    Stop the beeping

    We need an option to disable the beeping when you scroll to far in the menu's
  • Votes

    7

    auto vacation payout

    We need an option to automatically payout certain employees vacation pay instead of accruing it. Temporary employees usually don't bank vacation pay
  • Votes

    9

    Too many 0's on invoice...

    The Qty, and Price fields on invoices have too many zeros, it should only show the actual number like 14.5 not 14.500000 or 45 not 45.000000
  • Votes

    1

    Would like the ability to drill down on vendors by state

    Would like the ability to drill down or sort vendors by state currently this is not available.
  • Votes

    3

    Allow Hours Customization to system Union Reports 05010721

    We report to over 20 Unions and most require slightly different criteria for reporting each month. One very important criteria I need to be able to customize is hours. ...