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Votes
6
Make the standard sort default by anything other than record #
In many reports or lists, the default is record # which is 99% useless. Either remove it, or move it to the bottom of the choices, and make job #, or vendor #, or ...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
2
We have some clients that require us to invoice them using there ...
Additionally, on the job cost side you could review the cost based upon cost codes or client billing codes.by: Michael 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
When creating a new AR invoice to a customer that the next available ...
I have duplicated invoice numbers to customers. I would like Sage 100 Contr. to know when a new invoice number is open to use.by: Michelle 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
project work center
when in project work center and looking at progress billing summary, there is not a column for stored material so if you see the previous billed , it is inaccurate , need ...by: Diane 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
Add a button to 3-5 jobs for the S/R invoices
11-2 invoices allow you to put a job on it, but there is nowhere to find S/R invoices by job. Seems like it should be simple to index the invoices by job.by: Evie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Client merge needs to preserve contact information
The new client merge functionality is great, but it needs to preserve contacts from both files the same way it preserves equipment and locations.by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
18
Invoices to pay refresh
When we are selecting invoices to pay and we notice a change that needs to be made, we are able to drill down and make allowable changes to the invoice but it would be ...by: Desiree F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Average Days to Collect
We're always getting asked, "is this a good paying customer?", "are we being the bank for this customer?" We would need a report that tells us the average days it takes ...by: Roxanne 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
Sales Tax Calculation
Recommendation: Do not round each Tax Entity's Sales Tax amount separately. Round at the total Tax District level. This will allow for consistency in calculation with ...by: Traci K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-5 Jobs Accounts Receivable - Actual Sales Price
Under Project Dates and Sales Information - the Actual Sales price should calculate itself. It should be the contract amount +/- change orders. We should not have to ...by: Edith F. | 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 Total AR Balances as a field
In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...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
2
Allow Holdback Defaults To Be Entered in 3-6 Clients
For regular customers, either holdback is something that is required on all of their projects, or it is required on none of their projects. It would be nice to be able to ...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
3
Description field in 3-2 should have a Character Limit so that it is ...
Description field in 3-2 should have a Character Limit so that it is not exceeded, and cut off when printed. In 3-2 if you enter a description that is lengthy -- and ...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
9
Please add the ability to MODIFY Report 3-4-21 to 24
It would be nice to able to modify these reports. At the moment the aging summary table prints in the first page and doesn't print on the next page if the information ...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
2
When using progress billing - why at the point when I can invoice for ...
In 3-7 I create my progress billing. At the end of the project or when I can invoice for holdback why can't I do it from here. I have to go thru the process in this ...by: Tami J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Allow multiple phases on the same Receivable invoice
Our job contracts have several phases and cost codes. Currently we have to enter a separate invoice for each phase for each billing. Sometimes could be 10 to 15 ...by: Jan F. | 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 Project Started Field
Would be nice if the Project Started Date / Starting Dateof the Contract could default to the date of the oldest job cost entry. This would eliminate report errors when ...by: Trinity P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Ability to print work orders/invoices with any status.
I completed a work order then tried to print, i was forced to void the record and re-do, why?by: Lisa T. | 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 Client PO# to 3-2 Invoices when Posted from 3-9 Unitary Billings
Currently, the 3-2 Invoices Client PO will populate from the 3-5 screen during data entry. Please add this functionality (insert actrec.pchord) when 3-2 Invoices are ...by: Alex L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Drill down on the change order lines of the progress bill.
It would be handy if when you pull up the progress bill if you could drill down on change orders to review same. If you can't remember which change order is which, there ...by: Ted T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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