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Votes
4
master po table link to Job record in 3-5
On the job screen, 3-5, we can open tables for open and closed PO, but no way to see Master Purchase Orders. It would be ideal to add this link as a tab on the bottom ...by: Kathy R. | 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 Job list sort columns
When you look up a job from the 3-6 screen, it should allow you to add columns so you see the customers job number to make sure you are pulling up the right job.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
2
Be able to set the record number search box to invoice number search ...
I want to just type the invoice number in the search box (up left box on 11-2) and go right to the invoice. Right now the default is the record number. Please vote for ...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
5
Retainage Accounts
You should be able to set a default account (current asset) to hold the accumulating retainage on a job when you set it up in the 3-5. When you produce an invoice for ...by: Mark 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
list phase under job when printing and invoice
We create one main job to put several small jobs under, ie Small Repairs 2018. We bill these under phases. When printing the invoice it only shows the main job at Small ...by: sheri p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
19
Creating a separate general ledger account for retention receiveables
I would like to show the split on the balance sheet of AR receivables and Retention receivables Also to be able to run one invoice once you release retention in AR to be ...by: Lara P. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Unitary Billing Update Quantity Cutoff
3-9 Unitary Billing, Update Quantities from Daily Field Reports has no cut-off function. This means invoices have to be prepared before any daily reports are entered for ...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
3
cash receipts lookup by Client Short Name - used to work - enter the ...
We can do this on the Job Field but not on the Client field.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
2
On 3-5 Screen(Jobs) would be great to see inventory ...
On 3-5 Screen(Jobs) would be great to see inventory allocations(Tickets)-maybe a tab at the bottomby: Christina 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
MSHA Safety Hours or other hour tracker requirements
Need a check box on client card that pushes to the job card to designate MSHA (or similar) safety requirements. Right now, we are using the certified payroll check box to ...by: Jessica T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
As a GC, it would be nice to be able to enter the expiration date of ...
General Contractors would find this useful. Most policies are good fro 1 year and expire with the option to renew. If it expires there is no coverage for the client ...by: Shelli W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Progress Billing- Importing the Budget-- The line items are 'Grouped' ...
Progress Billing- Importing the Budget-- The line items are 'Grouped' with the same Cost Codes. I would like the 'OPTION' to either keep the format the same as it was ...by: Cindy 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
Record History - Modified
Please add the MODIFIED and USER fields to the available fields in the report writer for 3-5 Jobs and 5-2-2 Payroll Records. We need the ability to print a report that ...by: Kristen C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-5 Jobs
In the AR Invoices tab where all the job related invoices are listed, list the job on the report in the upper left corner.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
9
3-7 Progress Billing
I cannot get the taxable column to show on the progress billing..... when I hit the preview report, it shows up there, but not when I print it out...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
6
Create Holdback Billing for All Phases Simultaneously
It is often the case that holdback is maintained until the entirety of the project is completed (for all phases). Hence, when creating a holdback invoice, the software ...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
2
Is there a way we can have report 61 default to current period on a ...
If we could have the ability the modify more reports such as Aging reports to allow us to pull per month only.by: jenny p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Customer refunds help is wrong
Step 18 in the HELP topic for Customer Refunds is not correct. The credit already exists from an overpayment or credit issued after prior payment in full has been ...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
4
Client or Job specific T&M wage rates by Paygroup
It would be great to set up T&M labor rates for specific clients or jobs using Paygroups instead of employee.by: Cheryl 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
Get rid of lexicographic sorting in 11-2
It would be very helpful is we had the ability to sort the columns in the 11-2 lookup window by size of number rather than using the lexicographic sort. I am trying to ...by: Pamela W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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