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Votes
2
Include Proposal Line item notes when importing to Progress Billing
Please offer the option to include line item notes when importing the Proposal to the Progress Billing window. I can see that the notes import form the budget, but those ...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
1
Wage Rate box in 3-10-1 changes anytime wage rate changes are made in ...
The Wage Rate box in 3-10-1 T&M Billing setup changes anytime you make a change in 3-10-5 T&M Wage Rates. If you create a brand new wage rate in 3-10-5, it will populate ...by: Caitlin 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
3-5 Jobs (Accounts Receivable) Project Date data is saved as a string ...
We are attempting to build an alert or report that depends on a date field in the 3-5 screen. The table is Actrec. The screen is 3-5 on the Project Dates & Sales ...by: Tina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
When a user is in a Job (Accounts Receivable) please add a "Create ...
Anyone who creates work orders and quotes will love this! The button/icon could go at the top next to all the other icons.by: Jon C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
we need to be able to have more than 1 sales tax entry on a job, ...
we need to be able to have more than 1 sales tax entry on a job, example in Pennslyvania there is a 6% sales tax and Philadelphia has an extra 2%., for auditing purposes ...by: Kathleen G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Client Billing Notes/Alerts
In a perfect world you would bill each and every client the exact same way; enter invoice details, print invoice, put in an envelope, send it USPS, and then get paid ...by: CK H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
lock closed jobs
I've seen this idea marked as completed in several posted, but it hasn't. We need the ability to lock closed jobs just as we lock closed periods. For effective archiving ...by: Tim L. | over a year ago | Last activity about 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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Votes
2
security on post for progress billing
There is a need for security in Progress Billing. The ability to secure the Post feature would allow PMs to create a progress bill without being able to affect ...by: Tim 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
Over 120 Day Aging Column
Most companies have a line of credit with their bank that carves out certain receivables from eligibility; in construction, 90 days is too short for a paid-when-paid ...by: Pamela W. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Print A/R Aging by Job Access List
Print the A/R Aging by the Users on the Job Access Listing so we can look at each user's A/R seperately.by: April C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Allow entry of negative retention on menu 3-2 Accounts Receivable ...
This product enhancement request is forwarded on behalf of Company: CECO INC. Client ID: 4000246971 Please contact the following for a business case for this request: ...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
2
Add order # to available columns in 3-6 (Receivable Clients) Service ...
It would be nice to have a column that lists the order# in the service invoice window. That way you know which invoices are generated from a quote.by: Tanya T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Access Tax code from AR Invoice Details (Canadian Edition)
AR invoices need to have the ability to select a tax code for each detail line like AP invoices. Currently all AR invoices get their tax selection from the Province ...by: Stephan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Service contract attachments
It would be great to be able to attach my hard copy contract into the service contract area. That way the contract is readily accessible to anyone who needs it.by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
client po on statement
Clients refer to jobs using their po #'s. We need to have that on the statement.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
9
client po on statement
Clients use their PO's numbers to address invoices due us. Please put the client po on the statements.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
1
3-2-26 Report
In the 3-2-26 Receivable Invoices, which is only for "paid" receivable invoices, to please show retention in the "total" field on the bottom of the invoice. Or in ...by: Alice M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
print multiple invoices as individual PDF files per invoice and/or per ...
First of all, let me be a name dropper and say David Clouse thinks this is a FABULOUS idea, and wonders why someone has not thought of it before. More and more customers ...by: Randall S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Add a feature that will give a one-click option to reverse a 3-7 or ...
This will satisfy our CPA's requirement to not affect AR postings and reporting for previous GL periods but still allow us to adjust contract billings due to last-minute ...by: TEST T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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