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Votes
5
Combined AR/SR call sheet that is modifiable
Many clients like to use the aged call sheet reports in AR and SR because it contains the contact name, phone, email etc. And I generally add the ability to include the ...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
3
inventory control/security
For clients who use departments, they would like to be able to control which departments can access parts or part locations (their only verses another departments ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
5
Cash receipts window change
Many clients are now using both SR and AR for invoicing so there really isn't a need to have them be on two separate tabs. Could you merge them to one tab and offer ...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
6
Job Phase for Land Developers
Please relocated the phase field down into the grid area for Subcontracts, change orders, and POs. We track costs by lot/phase, but cannot issue separate subcontracts and ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
3rd party sick pay for CA DE9 & DE9c quarterly reporting
When we run the quarterly 941, there is a row that will show the adjustment for 3rd party sick pay. When we run the DE9 & DE9c for CA, it does not have a special line ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
6
Make the standard sort default by anything other than record #
In many reports or lists, the default is record # which is 99% useless. Either remove it, or move it to the bottom of the choices, and make job #, or vendor #, or ...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
5
Protecting original budget
The lock edit button is not prohibiting an override of the original budget if exported from the takeoff a second or third time. Please do not warn that it will override ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
Estimating export options
Since bid items have types, the export to budget should NOT include change orders since those are exported to change orders. We need options to include or exclude ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Deposit slip missing records
Just tested your new deposit slip option in menu 1-10. We created a deposit for a duplicate payment in 3-2 because the invoice was already paid in full so we could not ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
9
Job # correction on payroll records
Just tried your new feature to change the job # on final computed or posted payroll records. Works like a charm, but wish we had these options: 1. To click select all ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
Assign vendors to parts for inventory when estimating is not owned
The option to assign vendors in 9-7 is only available for those who own the estimating module, but those who own the inventory module and use service reeivables also need ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
8
Creating POs to multiple vendors from one work order
Since we have to generate the PO directly from the Work order window in order to link the PO (and therfore corresponding AP invoices and job cost), users would like the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed 10 months ago | Service Receivables
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Votes
2
security settings report is missing the multiple dashboard security
Please include the individual dashboard security settings GL, AP, AR, Projects on any security report in menu 13-7by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
11
client / location warning for Service
Ability to create warnings for various issues for a client, location, job, etc. Works like vendor certificates.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
location tax district for WO's not pulling in
The locations have a tax district field/column, but when you create a WO for that location, it is not filling in the tax district, like it would if you were billing a job ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Service WO template should exclude the payroll labor from original ...
We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
WO numbering default to next needs to be the highest next
Many companies have their WO #s set to skip during entry so that the number is assigned when the records are saved because they have more than one user creating them at ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
posting service contracts is blocked from new GL posting feature by ...
When we turned on the new posting period to match transaction date box in 1-8, our service contract records in 11-2 will no longer post. If we turn off the feature we ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
allow user to choose the subcontract status when exported from takeoff
Please add the ability to choose a status for the subcontracts when they get exported. We are finding that having subcontracts exported to a bid status ONLY won't allow ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
6
journal entries not showing in vendor all payments
The original suggestions is posted as Completed, but we just updated to the latest version 23.3.34 and posted a new JE as a payment and it does not show up in that ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
By Category
All Categories- Accounting Reports (122)
- Accounts Payable (492)
- Accounts Receivable (453)
- Equipment Management (43)
- Estimating (117)
- General Ledger (131)
- Inventory (58)
- Other (271)
- Payroll (708)
- Project Management (377)
- Review and Reporting (148)
- Scheduling (49)
- Service Receivables (170)
- Utilities (93)
