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Votes
2
summary posted payroll detail report
For clients that use posting payroll in summary, I see that there is an option at the end to preview a log of some sort, but you can't print it. Is there an option ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
16
changing the cost code on posted payroll
Just like changing the cost code in 6-3 updates the details for AP, could you please add that option for payroll somehow? Or add an option to update the cost code for ...by: Charlene D. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Payroll
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Votes
2
Editing of progress claims without the need to generate an invoice
There are situations where a contract is billed under 3.2 and much later along the project cycle, the schedule of values is defined. Where you had previously billed under ...by: Dan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Customizable Automations for Report Send Outs
When a job is changed to completed to closed status, an automation triggers to send a Committed Cost Report to emails listed within the automation.by: Kyle K. | 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
remembering order of headings in search function
When searching for progress claims under 3.7, you are able to manipulate the order of the headings under the search function. This is not remembered by the program and ...by: Dan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Journal entry create multiple transactions
If entering 1 journal entry with multiple lines hitting the cash account in it, allow each one of those lines to create a transaction that can be cleared on the bank ...by: Tiffani E. | over a year ago | Last activity 11 months ago | Status changed over a year ago | General Ledger
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Votes
4
multiple departments on one invoice
We have multiple departments that work on the same job. It would be ideal to be able to separate and invoice into multiple departments for cost tracking and income ...by: Ryan L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Payroll YTD totals report
5-1-2 41 Payroll Check Register totals page, by employee. Current year or prior year totals for all deductions.by: Tiffani E. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Payroll
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Votes
3
save view for previous recs
We would like the ability to save the lookup window's view to be organized by account rather than by month.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
4
T&M Journal by Cost Code AND by Cost Type
Would like to see billed costs by Cost Code AND by Cost Type in the T&M Journal, and/or be able to drill down the T&M Summary to see how a Cost Code total breaks out into ...by: Renee C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Review and Reporting
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Votes
6
3-7 Progress Billing No balance records need deleting feature
Don't allow for a new record to be created if there is "0" balance. Or, allow for the new record to be deleted. I have several records in Open with no balance to bill.by: Tina R. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounting Reports
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Votes
3
Ability to mark costs Not Billable when entering Payable ...
It would be great to be able to mark costs as Not Billable on the screens where the costs are entered - like Payable Invoice/Credits, Credit Card Receipts, and Payroll ...by: Renee C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
Ability to send/process alerts in real time
Would love alerts to be sent out as they happen instead of at the scheduled time or the next day. Would be able to catch mistakes as they happen and would be able to ...by: Mackenzie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
6
A/P Invoice Program Warning - Vendor has open POs
Would like a program warning in 4-2: AP Invoices that when you are entering in an invoice to a vendor, for a particular job, that it alerts the user that there are open ...by: Mackenzie K. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
7
7-6 Alerts Manager: Make processing alert query times alert specific
Would love to be able to process different alerts at different times instead of having to choose all of the alerts to be processed at one single time. (i.e. I want to ...by: Mackenzie K. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Utilities
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Votes
3
Credit card "match credit card transactions" bank feed needs "card ...
We LOVE the new credit card feed add!!! It would be more helpful if we could identify by card holder, who the unmatched transactions stem from to easily research and find ...by: Shawn E. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounts Payable
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Votes
8
COI Compliance Tracking/Management
A more robust and easier to use COI Compliance Tracking/Management feature for Vendors and Subcontractors would be amazing!by: Mackenzie K. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Project Management
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Votes
4
Ability to Enter Multiple Contracts/POs to a Job + Multiple Clients
Sometimes we get multiple contracts or POs per job and sometimes they are through different clients too. Would be nice to be able to not have to keep track of that stuff ...by: Mackenzie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
tracking line of credit advance in AP
Article 230609171933050 (how to track line of credit) is somewhat helpful, but when you enter the Vendor (institution where the advance came from), that debt does not ...by: Alice M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
Freeze Grid Column
I am in Jobs and when running a query I have added many fields which makes many columns. I want to freeze the first column so I can see all the way across what job my ...by: Danielle D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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