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Votes
2
In 3-6 Receivable Clients, Service Work Orders: Instead of having a ...
In 3-6 Receivable Clients, Service Work Orders: Instead of having a "blank Invoice Date" column, it would be extremely beneficial to have it titled "DUE DATE" and ...by: Bobbie Jo F. | over a year ago | Last activity over a year ago | Status changed about a year ago | Scheduling
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Votes
8
11-3 Dispatch Board: Able to see the APPT TIME on the board
It would be extremely beneficial to see the Appointment time in the dispatch board so we are more efficient in keeping the appointments scheduled properly. Other than ...by: Bobbie Jo F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
7
Vendor number default
Make it so that if a vendor number is higher than the default entry, you can still change default entry to be a number lower than the highest number.by: Nikkita T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
15
Create a warning when a 4-2 invoice is created for a subcontractor ...
When an invoice is created and mistakenly NOT posted to a Subcontract, it cannot be applied to the subcontract at a later date, when the problem is recognized. This opens ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
21
4-2 invoice and Job Cost grids - combine on one screen
After entering the cost information on the 4-2 Payable Invoice screen, a separate screen appears for posting to cost codes, and the pull down window lists ALL cost codes ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
14
In the receivable client window, create a flag in the top right tool ...
In the receivable client window, create a flag in the top right tool bar with the ability to click/highlight the flag for the purpose of flagging a client who fails to ...by: Michelle L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
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 over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Dispatch board - turn off Sat & Sun so they do not display if not ...
We do not generally work on Saturday & Sunday. I have those days turned off on the calendar options, but they still show up on the dispatch board taking up unnecessary ...by: Sheryl B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
22
Make drill down reports able to be sorted by Date, and exportable to ...
Example, when I run the Balance sheet report and click into one of the accounts to see all the transactions, they are set to be sorted by Record# so the dates are not in ...by: Shannon C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
1
Suggest : Alerts - should have a toggle switch on / off. new version ...
It is very annoying and slows down processing accounts payable and entering payroll. The alert comes on each time a Job number is entered where it is "Complete" meaning ...by: Valerie L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
Create a change order from 6-5 Job screen
Create a change order from 6-5 Job screenby: Raina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
On current GL ledger account, want to be able to add ...
On GL ledger account, we would like to be able to add subaccount/department without having to set up a new GL account # because there has already been activity posted to ...by: Jan F. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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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
3
I need the description field on trnasmittal grid expanded to 75 ...
often times the field is too small and we cannot abbreviate the description of documents or products on the transmittal line. We have already used the userdef field for ...by: Ed N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
5
"client outstanding balance of $X.XX" showing in service receivables
Should be able to set permissions for employees who have access to 11-2 work orders to prevent them from seeing the pop up reminder stating the outstanding balance. Often ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
16
Report for Sales Tax Paid
I would like to see a report by tax district that combines both what hits the GL in the sales tax paid account and the A/P vendor invoice. We compare what we collect in ...by: Carrie C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
7
HR Letters (such as benefits eligibility correspondence) to employees ...
Please generate a way to send HR Letters (such as benefits eligibility correspondence) to employees with the email address in the payroll record. Use a selection ...by: Tina A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
4
4-3-1 Select Invoices to Pay - Allow Selection by Date:
Prior requests for this say "Completed" by Sage, but it appears that only a report can be created by date. I am looking to SELECT FOR PAYMENT BY DATE IN THE 4-3-1 ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
7
Include the Job Cost detail when copying a 4-2 invoice
Currently we are not able to change a job or other info if a 4-2 invoice is created incorrectly. Instead we need to delete the invoice and re-create it. It would be at ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
13
SAVE/POST simultaneously after adjusting amount on recurring payables
We have recurring entries each month (ie utilities, credit card, ext), so the amount changes slightly. Currently you have to go to the recurring entry, update the ...by: Sharon S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
By Category
All Categories- Accounting Reports (122)
- Accounts Payable (493)
- Accounts Receivable (454)
- Equipment Management (43)
- Estimating (117)
- General Ledger (132)
- Inventory (58)
- Other (273)
- Payroll (712)
- Project Management (381)
- Review and Reporting (149)
- Scheduling (49)
- Service Receivables (171)
- Utilities (93)
