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Votes
6
Delete progress billing after it has been submitted
If a progress billing is made by mistake or with the wrong job is selected and then submitted that progress billing just sits in that limbo land forever. I would like a ...by: Allyson R. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Create a deposit including AR cash receipts as well as other misc GL ...
We often get payments for AR invoices as well as items that we don't set up AR invoices for, like interest or rebates. We currently have to process two deposits with our ...by: Lindsay S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
10
JOB NUMBERS - Allowing Letter Characters
Many fields allow "Character" as their Field Type. Job Numbers are forced to fall within numerical inputs only. In order to differentiate between divisional job ...by: Jeff H. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Archiving contractors
It would be nice if there were a way to "archive" or make contractors inactive. We have a couple of cases where General Contractors &/or Subcontractors have gone out of ...by: April T. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
13
A/R misc billing
We need somewhere to bill out items that are neither service or projects. Some examples: We bill out: Rent, administration services to other companies, we have also ...by: Michelle 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
Estimate/Bid Numbers VS Job Numbers
Is it possible to have a different number for an estimate/bid from the "current" job number? We are having huge issues with jobs moving from "bid" status to "current" ...by: Beth 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
At menu option 3-5 move the buttons at the bottom of the screen
At menu option 3-5 move the buttons at the bottom of the screen as follows: Proposal after budget, AP Invoices after purchase orders, S/R Invoices after A/R Invoices. ...by: Dana 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
Add a module so we can track communications for jobs - namely emails
With so much of the job communications happening thru email, we need to be able to create/respond/log/refer to emails that relate to particular jobs. Right now, everyone ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Combined statements by Job Range
Please add an option in the 3-4-24 Combined Statements to print for a range of Jobs. We have different divisions that utilize 3 ranges of job numbers. Would be nice ...by: Jennifer L. | 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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Votes
5
Add phase column into 3-7 Progress Billing Application
Add Phase column into 3-7 Progress Billing Application so we can bill our client by phase and by cost code broken out on same billing application.by: Tammy 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
Can you make the percent complete in progress billing up to 4 decimal ...
Since the system will not let you bill by dollar amount one time and percentage complete another time, we always bill by percentage. However, we need more than 2 decimal ...by: Felicia C. | 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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Votes
4
From Cash Receipts be able to create an accounts receivable invoice
Example: Client payment is for $80; remittance is A/R Inv for $100 paid in full, but they deduct $20 that is not approved; they technically did not short pay the ...by: Dawn G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
T&M Posting screen (3-10-4) no longer is in job # order. Would be nice ...
The screen for posting T&M invoices is no longer in job # order. It is helpful to have it in job # order at a quick glance. This newer version is randomly out of order ...by: sue e. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Sage 100 Contractor report 3-1-3-81, I would like the ability to print ...
Thank you for combining SR and AR so I can now pull 1 report. But I can not get this report to sort the way I want it to sort. I first want the report in Alphabetical ...by: Kim F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Sage 100 Contractor transferring data to EXCEL
When sending a report to EXCEL extra rows are added. It would be great to be able to transfer the data with a .csv formatby: Kim F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Sage 100 Contractor Sort Customer total invoiced
I would like a report that you can view the total invoiced by customer without any detail. Sort data by total amount sold. Like the dashboard report Top Customers by ...by: Kim F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Current budget in the 3-5 screen instead of original budget
It would be helpful to have the current budget in the 3-5 screen instead of the original budget.by: Libbie E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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