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Votes
2
In 3-2 Allow Holdback Billings to be Created for All Phases
Often items may be invoiced through various phases, but holdback is most often released for all phases at once. This should be a feature regardless if invoicing through ...by: Ryan 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
Be able to select if certain customers receive statements
It would be nice to be able to select if we wanted a customer to not receive statements. That way we would not have to look through all statements to pull out any ...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
5
Job Status should be able to change on Multiple Jobs simultaneously.
Meaning we should be able to choose 2 or more jobs in Bid for instance and change them to refused without needing to enter into every job individually. Especially for ...by: Teddy 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
Allow Sub-job#'s under the original job#
Customers require a seperate bid for a Job but request it not be a change order. would be great if this could be monitered under the original job#. For instance as a Sub ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Billing Jobs by Phases and Hold Backs.
We often need to bill out our jobs in phases, and the hold back for each phase upon the phase completion. All the phases must be on one application, and the billing ...by: James 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
Finance Charges not viewable if Job Security is set up
If an employee is subject to Job Security, they are not able to see the finance charges that are calculated. When a client calls in to pay their bill and a user with job ...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
5
edit invoice after being created from progress billing
there used to be an option to edit the 3.2 invoice after it was generated from the 3.7 progress billing screen. We used departments when cost coding so I have to copy, ...by: Jaims G. | over a year ago | Last activity about 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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Votes
3
Customer receivables statement by location
We need to be able to provide a statement by client location in addition to overall. We have several apartment complexes that roll up to a management company. Each ...by: Susan J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Customer aged report
Please create a combined customer aged report that is just a summary of the totals customer owe, that does not list all jobs just summary of the total, current, 30days, ...by: Tanya 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
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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