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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
11
Due date criteria when printing statements
Would be useful to have a "due date" criteria in the 3-4 screen when printing statements. I end up throwing away about half of the statements before I mail them because ...by: Alina 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
Allow more than 13 criteria fields for Queries
I would like to add more than 13 custom fields for an Accounts Receivables Custom Fields QUERY. I am limited to 13 -- however, I could use many many more. Please allow ...by: Steven K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Post S/R Invoices to A/R just like how the 3-7 and 3-10-4 Screens Do
I know this would require a major redesign, but it's necessary. The design of having S/R separate from A/R creates double the work, increased likelihood of errors, and ...by: Ryan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Track vendor certificates by job - in 3-5 Jobs
Track vendor certificates by job - in 3-5 Jobs adding the certificates for all trades per project is great; however, if the budget has been set up and subcontracts have ...by: Brittany C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Combined Statement should have the job invoices separated from the ...
Who would want this: Anyone who has clients that have both jobs and service invoices on their account. Why it's valuable to them: Send one statement vs two, and it would ...by: Chris P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
allow adding attachments in progress billing after posting.
Attachments can be added before a progress bill is invoiced and posted, but not afterwards.by: Pieter 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
AR Statements - POs
It would be great to be able to modify or have a report that would also pull the PO numbers from jobs/Work orders and show on the statements.by: Alina S. | 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
3
Create a Master Project linked to Subprojects
Currently we use the phase numbers to link several subprojects to a master project, thus making our phase # longer than they should be. I would like to see the ability ...by: Ted C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
gst on pst tax
When entering Vendor invoices, it would be very helpful to have a cost code dedicated to not being subject to GST. This would allow you to enter pst on a separate cost ...by: Gillian H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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