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Votes
8
3-5 contract amount
There should be another place where the original contract amount and the PO's that have been approved show up on the 3-5 screen without having to go into the change order ...by: Wendy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Allow Unique Record #s For Recurring Receivables 3-11
If a unique record # could be assigned for recurring receivables, then each of our departments can separate and order their records and post invoices quicker. At the ...by: Jackson 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
Modify 3-3-1 to show Invoice Date not "due date"
Would be easier to have the invoice date and not the due date in the Cash Receipts grid in 3-3-1by: Lori M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Would like ECO fees to auto-populate on a new line after entering a ...
In 11-2 when doing invoice parts it would be great if parts had an option to add a line for ECO fees or similar fees.by: Cindy 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
When creating invoice in 11-2 it would be great if the notes ...
I have to copy and paste notes from a job into the invoice. Would be great if it automatically transferred once you added the job# into 11-2. Also the client should ...by: Cindy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Ability to color code cells - i.e. client screen color code where to ...
Client - under General Information tab we enter where to send invoices and it would be nice if we could color code the cell so it stands out when opening the clientby: Jan H. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-5 Contract Summary Information-Create a dropdown phase selection
There are some instances when phases are created in the 3-5 and having the option in the contract summary to select the phase and isolate that information would be so ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
combine more than one progress billing record into one 3-7 invoice for ...
We should be able via "in list" to combine more than one progress billing record - both cover cover and detail pages. In list currently only combines the detail page. ...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
Unitary billing holdback
Would like to bill for two different Holdback rates in menu 3-9 Unitary Billing (Canadian edition). Submitted on behalf of Asyma Solutions Ltdby: TEST T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
When invoicing a client in 3-2 it would be nice to know if the client ...
When invoicing a client it would be nice if something came up to know whether the client is non-taxable or not without having to go the the client screen 3-6 to see that ...by: Tammie H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
unitary billing rounding in grid
in the unitary billing we had billed 1/2 of $2273.25 which calculated as 1,136.63 and then when billing the other 50% it did the same calculation and was $.01 over the ...by: Lori M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
progress billing by phases with notes attached,
when entering 2 proposals under 2 differnet phases, the notes should save per phase and not be one note for all phases.. also when creating an invoice from a proposal why ...by: peshe p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-6 Clients - Service Invoice History / 11-2 Invoices - Locations Sort ...
Right now it only sorts one way - oldest on top. When I have clients with a lot of history I have to scroll all the way to the bottom to see the most recent or to know ...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
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
Under 3-4 AR Statements, should have the option to print a statement ...
Right now you currently only have the option of choosing a single job(s) but would be convenient if you need to mail a statement for a job with multiple phase for just a ...by: Vivian 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
search by invoice number in cash receipts 3-3-1
It would be a huge help to be able to search by invoice number on both the contract invoice and service invoices portion of the 3-3-1 screen. It's very cumbersome when ...by: Tammie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Allow alpha and numeric in bid items in 3-5
Have the ability to enter alpha or numeric in the bid item field. Many contractors use alpha in their bid itemsby: 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
5
job status - restrict groups
We need the ability to restrict access to changing the job status so that only certain groups can change the status. Right now the permit access to window is grayed out.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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