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Votes
2
Hot List preference does not export properly per setup defaults
If you set "Hot List" checked on as default in AR invoices - then post a Progress Bill - the software "unchecks" the hotlist on the AR invoice created from the progress ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
23
Need duplicate job names.
We bid jobs to multiple clients and need to use the same job name using different job numbers. We work at hotels and apartment complexes and use the room or apt. number ...by: Jennifer M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
3-9 Unitary Billing- allow editing of scheduled quantity column for ...
Allow editing of scheduled quantity column for first application after saving but before Submitting.by: Jan 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
add third-party contacts for jobs
We often have a list of 3rd party entities related to a job such as INSPECTOR, ENGINEER, ARCHITECT, LENDER, TITLE COMPANY, etc and don't believe they belong in the Client ...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
1
3-1-3 AR Agings should allow users to select more than 1 job
In the Job drop down menu, you can only select multiple jobs with the "In-List" option. It would be beneficial if all options (particularly the "Not equal" option) ...by: Adam C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Accounts Receivables search invoice amounts
In 3-2, if you use the drop down arrow to search an invoice number, you used to be able to see how much the invoice was for without having to double click to open it and ...by: Marilyn S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-7 Progress Billing Status of 1 or 2 Should be Voidable
If I create a new progress bill but the job has been billed 100%, that progress bill stays forever. The only work around is to void the previous progress bill but this is ...by: Matthew 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
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
9
3-5 Contract Amount
Accounting and project management would like to see the contract amount field in 3-5 auto-populate with the amount from the exported proposal plus change orders. ...by: Michele E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
3-10-2 Job Pick List - Reimplement using keyboard alone to select ...
When you go into job pick list, in version 19 you could press F5, then type in job numbers and hit enter twice to select a particular job, then you could type in another ...by: Brenda V. | 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 user to default to skip entry in the WIP box on the 3-5 screen
the wip box is getting selected instead of the Certified payroll box on accident. There is no option to skip to prevent this from happeningby: Stan 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
I would like a way to "mark" a customer account to show if they are a ...
Possibly just by changing text color to differentiate from other customers.by: Sheri H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Accounts Receivable: Need a Time and Materials billing invoice
Accounts Receivable: Need a Time and Materials billing invoice that show Description, Quantity, Price, Ext. Price, and Amount. This would be identical to the Work ...by: Sherry B. | over a year ago | Last activity 12 months ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Stop Hiding Sales Tax Exempt# Field in 3-6 Receivable Clients
Stop hiding Sales Tax Exempt# field in 3-6 Receivable Clients for companies that have NOT purchased the 11 - Service Receivables add-on module. Companies still have ...by: Neil 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
show Change Orders on statement and cash receipts
Would like to see in Cash Receipts my change orders so I can apply payments to each CCO's, and I woud like to see the CCO's in the Statementsby: Bob 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
Deposits into checking account
Set up an Asset accounts called "Deposits Pending". When entering checks, have a choice to either go straight to checking or deposited into this account. When ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Commission account to pay from
I would like to be able to accrue or have entries made to an account for an employee who received Commission on sales. I would also like to have this entry made when the ...by: Elaine E. | 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 billing taxable type
Tax districts on T&M invoices are not working well. I need to have subcontractor's not taxed - BUT the overhead/profit associated with these costs as taxable. Currently ...by: theresa 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
Client Statement Current and Past due columns showing in error ,
Even if you put in the date you enter on the statement blank are it pull info as past due - I have to go back and change all of the dates on the invoicing to make it post ...by: Jana 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
Sales Tax Credit option needed for already created invoices that will ...
Currently, if a sales tax credit is applied to a customer invoice, it appears that the job was not fully billed as it does not recognize that the amount credited was tax. ...by: Stacey R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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