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Votes
4
Average cost values should only be created through purchase receipts ...
In 9-2 parts leave the average cost field blank when using copy/paste to create a new part. It would be nice to be able to copy a similar existing part to a new record, ...by: Mary H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
5
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed 2 months ago | Service Receivables
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Votes
22
Change orders
On the 3-5 screen when clicking the list of change orders, void or refused ones don't show HOWEVER it should still be there because it's still technically attached to the ...by: Wendy Y. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Project Management
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Votes
7
Be able to set up T&M bill wage rates by employee position
In 3-10-5 it would be nice to add a rate by employee position. Employee position would read from employee records under human resources tab and position. This would allow ...by: Talaena C. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Retention release - age differently from other due dates of other open ...
The aging report is incorrect when we release retention on a job and there are still open invoices. Often happens when the payment cycle is 60-90 days but billing cycle ...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
4
CA SDI is inaccurate when employees work in more than one state
I am having to manually compute CA SDI for employees who worked in more than one state. The calculation now combines the earnings from all states for SDI. This applies to ...by: Ron G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
7
Tracking vendor compliance
Need a more thorough easier way to track certificate of insurance compliance and expiration. Subcontract agreements and other compliance documents for vendors? - The ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
5
Have an all dept income statement for the month. Ie - dept 1, dept 2, ...
One report and not have to run 4 separate times.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
9
Integrate scanning on the fly
I would like to see the ability to scan invoices on the fly when entering. Currently invoices must be scanned and saved, then attached to the invoice entry.by: Carl N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
5
Employee Training sheet does not allow the employee name or number to ...
the formulas prints when modifying report. When printing multiple employee training sheets I can't tell which sheet is who's. Need to add employee name and # to the ...by: Sharon P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
11
Provide option to restart submittal # to 1 with each new job (like you ...
We would like submittal numbering to start with 1 in each new job. Currently it automatically numbers submittals based on all in the system, not specific by job.by: Kris D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
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Votes
19
Payroll Withholding Status on Stub
Print on payroll stub withholding information used to calculate amount. E.g. Fed: S-3, M-8, this would allow a history of deduction information and allow employee to ...by: Gary P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
Schedule the dashboard to print automatically
I would like to be able to schedule the dashboard or just certain parts of the dashboard to print automatically.by: Melanie R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
9
Need the ability to print workers comp report with a grand total but ...
We are a general contractor that operates out of the state of MD. However, we are currently working in MD, VA, DC. Twice a year, we undergo insurance audits based on our ...by: Melissa B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
1
Ability to setup Receivable Clients on an ACH account
Clients have requested for us to set them up on an ACH account. Payment for services provided on a reoccurring bases.by: David D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Scrolling to looking up a customer or vendor
In the old version (12) when you would be looking up a customer or vendor, you could start to type in their name and you could scroll down with the arrow key. Now in ...by: Jean K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
26
Budget Report to show Original Budget with Itemized Budget Changes
Need a comprehensive Job Budget Report by Cost Code with following information on 1 page: 1. Original Budget 2. Itemized Budget Change Amounts with associated record ...by: Eva H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
23
Would like to be able to have the color change on the lines when you ...
When reconciling the bank statement we would like to have the color change when you check of somehting to be cleared.by: Maria A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Why is my report printing the location and not the information like ...
in the 3-6-0-21 I was able to add the field on the report form but it shows the location clncnt.cllphnby: shawna 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
6
Job Summary Report
There should be a Job Summary Report-Long format that lists the following columns across horizontal rather than vertical. Some of my Job Summary Reports-Long are 20 + ...by: Danny B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
By Category
All Categories- Accounting Reports (119)
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- Other (263)
- Payroll (686)
- Project Management (369)
- Review and Reporting (144)
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