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Votes
1
Instruction wanted - Connecting Excel or power BI to sage database
Hi there, Please can you prepare and provide an instruction set on how we can directly link Power BI or Excel to the database to query it? I'd like to be able to make ...by: Dan B. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounting Reports
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Votes
16
Submittal Numbering "Next By Job" F7 Option
Similar to numbering a Request For Information, it is critical to be able to track Submittals on a by job basis. There is currently a field for "Submittal #" but there ...by: Jason O. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Project Management
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Votes
3
Write of an Invoice
There should be an edit or something to write off and invoice for Bad Debt or other reasons, especially when it is in the previous fiscal year. Currently you have to ...by: Don K. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Accounts Receivable
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Votes
2
Temporary deleted job folder
is there anyway to create a temporary folder that would hold deleted jobs for 30, 60 or 90 days before they a permanently deleted?by: Dwight M. | 3 months ago | Last activity about a month ago | Status changed 3 months ago | Estimating
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Votes
8
Manual input of "through" dates on lien waivers
It would be nice to have the ability to input your own "through date" on lien waivers when running A/P checks. Our subs have various invoice dates but are always billing ...by: Cybil S. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Payable
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Votes
5
Setup a default Cost Code under 5-2-1 Employees.
5-2-1 Employees has Comp Code and Position but I want to be able to setup a default Cost Code as well. All of our Superintendents go to the same Cost Code and that is ...by: Hollee B. | over a year ago | Last activity about a month ago | Status changed over a year ago | Payroll
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Votes
4
Restrict Posting Periods to Certain Users
Example would be to keep periods open for the controller to perform month end and year end entries, but lock periods to other users so nothing can be inadvertently posted ...by: Kim R. | 5 months ago | Last activity about a month ago | Status changed 5 months ago | General Ledger
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Votes
6
Payroll calculation report
Right now if you'd like a report that gives employees with year to date totals for just one payroll calculation it requires some manual work. Please create a report that ...by: Ben W. | 5 months ago | Last activity about a month ago | Status changed 5 months ago | Payroll
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Votes
7
Ability to export data in a way that you can create pivot tables
It would be nice to just have a data dump for Excel exports in such a way that you can easily create a pivot table without having to format all of the lines. Many reports ...by: Nikki R. | 8 months ago | Last activity about a month ago | Status changed 8 months ago | Accounting Reports
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Votes
10
Entering Employees in 5-2-1
When entering a new employees it should give you a pop up before saving if the employee already exist in the system. I am having problems with entering new employees and ...by: Taisha R. | over a year ago | Last activity about a month ago | Status changed over a year ago | Payroll
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Votes
4
Multiple places to attach documents in 5-2-1 Employees
We attach several different things to an employee's screen such as driver license, medical cards, health insurance renewal forms, HRA forms, pay raise forms, etc. It ...by: Tanya T. | over a year ago | Last activity about a month ago | Status changed over a year ago | Payroll
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Votes
46
Employee Licenses/Training Expiration Warnings: 5-2-1
It would be useful if there could be expiration warnings for employee licenses and training. Also for annual review dates. This would be the same as the warnings for a ...by: kevin S. | over a year ago | Last activity about a month ago | Status changed over a year ago | Payroll
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Votes
6
Be able to put individual invoices on Hold
Right now you have to enter the invoice as Review or Dispute. We would like to be able to enter an invoice and simply click a button to put it on Hold so it will show up ...by: Susan B. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Accounts Payable
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Votes
2
When hit save on a work order - PLEASE do not close it!
When we are working on billing a work order, the work order has to be opened and saved and opened and saved and opened and saved so many times. When we hit save, why ...by: Pam Z. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Service Receivables
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Votes
14
3-7 Warn if billing is higher than Contract (+change orders)
There should be a warning that alerts the user if the progress billing is higher than the contract (plus any change orders) to avoid either overbilling or not entering a ...by: Liz T. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Not pay invoices to subcontractors when their subcontract shows a ...
We have had situations where a subcontractor is "Backcharged" after their invoices have been entered. We need a way for it to flag any PAYMENT that would exceed the ...by: Susan B. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Accounts Payable
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Votes
4
Add Color or Contrast to Tabs for Visibility
Users often miss entering details in different tabs, because they do not recognize that tabs exist in some screens. For instance, when entering a change order in 6-4-1, ...by: Gary F. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Other
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Votes
27
Lien Waiver Status Report by job
Need a report similar to the Insurance Report for vendors (4-1-1-41 thru 48) that tracks by date range expiring/expired insurance certificates. When we send out Lien ...by: Kelly R. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Payable
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Votes
43
Make it easier to correct the period for AP/AR invoices
We should be able to correct the period for AP/AR invoices without voiding and re-entering, just like we can on Payroll now. SERIOUSLY! It should not be that difficult ...by: Joanna W. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Payable
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Votes
22
please please please ... Open the Subcontract button so that an ...
As there is no warning to alert to an open subcontract when entering 4-2 invoices, often invoices are not applied to a contract. I've been requesting this for 15 years ...by: Sharon S. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Payable
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