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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 7 months 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 about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Perform partial search in the Data control module
One of our clients' is requesting that the data control module have the ability to do a partial search inside the field. Their reasoning is that they have many jobs and ...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
6
Multiple progresses
Would like to be able to create multiple Progress Bills. Some projects have billing to multiple parties. EG. Working with a home builder to build a home. The majority of ...by: Stephan G. | 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
6
Have a dedicated spot for the email address to the accounting dept. of ...
I have to share MB with other people who create the proposals/quotes. They almost always use a different email address than I do when I email the invoice if the client ...by: Tanya T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
3-2 Receivable Invoices / Credits
There is not enough characters allotted in the " * Description " field. Should have more room to type info on the same line.by: Lana 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
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
11
Would like to have a way to "close" phases once they are completed so ...
If we did have this ability, we would not lose revenue when misc. items are charged against a phase that has technically been closed out and invoiced.by: Julie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-4 Editable Statements
I understand we want the data in the statements to stay intact, however, when we use the combined statement I do not want the description from the 11-2 work order to ...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
6
3-5 Job Status
There should be a button on the bottom of the 3-5 screen [like change orders and payments] so you don't have to exit the 3-5 for the job status information you can get in ...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
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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