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Votes
6
Add a module so we can track communications for jobs - namely emails
With so much of the job communications happening thru email, we need to be able to create/respond/log/refer to emails that relate to particular jobs. Right now, everyone ...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
3
Combined statements by Job Range
Please add an option in the 3-4-24 Combined Statements to print for a range of Jobs. We have different divisions that utilize 3 ranges of job numbers. Would be nice ...by: Jennifer L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
23
Cash Receipts-Be able to flip through previously saved Cash Receipts ...
In 3-3-1 Cash Receipts, it'd be nice to be able to flip back through previously saved Cash Receipts posts. Currently we print every entry before saving it, so we can flip ...by: Charlotte C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
Add "Progress Bill" to the bottom buttons in 3-5
The buttons along the bottom of 3-5 seem to have everything except "Progress Billings". Can we add this? Thanks!by: Rhiannon T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Open a take off from the 3-5 job window
in the 3-5 Job window it would be great to be able to open up the take-off for that job right from the job windowby: 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
8
Ability to modify large tab buttons at the bottom of the Job Screen ...
Would be great if we can modify the buttons at the bottom of the Jobs screen 3-5 please. Some of the buttons our company does not utilize..thanksby: Nelly K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
21
to print preview A/R invoice before it is saved, so you can see how it ...
We often have two page Receivable Invoices and cannot always see how they will print and where the page break will be so we would like to be able to print preview before ...by: Linda H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Progress Bill that allows for variance adjustment line to calculate ...
We are a Cost Plus Construction company. We contract a job as a budget, with the Profit & Overhead based on the budget as a percentage. We use the Progress Invoice to ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
3-7 Warn if billing is higher than Contract (+change orders)
There should be a warning that alerts the user if the progress billing is higher than the contract (plus any change orders) to avoid either overbilling or not entering a ...by: Liz T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Client PO is not saved when you paste PO# in existing invoice
When you have an existing invoice, and paste the Client PO# in the field then click save. then go back to the record, it doesn't save it. if you manually enter or type ...by: Richard 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
Maintain Jobs or Assemblies Database
If we can maintain the parts database by selecting a few criteria and changing the values, why can't this be done with jobs or assemblies? Example, we were contracted ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-6 Need property owner box added.
Property owner names differ from client names. Need property owners to be included in lien waivers, as well as customer names.by: Marit I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
T&M invoices need to pull more date from job costs. I just had ...
T&M invoices need to pull more data from job costs. I just had Accordant redesign to include a description from PR and AP. This should be a report option, easy enough to ...by: Sharon L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Customize Notes in Progress Bill so that it prints correctly
Currently you cannot modify the size of the notes. We need this ability in order to look professional.by: Phyllis B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
In progress - AR invoices
I would love to have a in progress invoice option. 3-2 Receivable has a review or dispute but these still post to GL. If we could have one that remains un-posted (in ...by: Katherine D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Please create an AP/AR aging report on invoice date
Need aging by invoice date not periodby: Carey G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Add the ability to edit the Phase field on existing records.
Add the ability to allow the user to edit the Phase field on existing records. This will save precious time when invoicing the customer for the correct job phase, if ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
hot list on closed progress billing
We want to be able to uncheck the hot list box on closed progress billings, but changes cannot be saved.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Add column for sales tax amounts in AR billings lookup window for jobs
The Contract summary doesn't include sales tax, but the total invoice does. Please add a column for the sales tax amounts in the AR billings lookup window so that users ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Date Selection on Statements
When printing statements for customers, it would be great to be able to have the option to enter a date range for the statement. For example, if you want to include ...by: Kasie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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