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Votes
2
4-3-1 Edit Grid Views - Add Work Order Number Option
When looking at 4-3-1 Select Invoices to Pay it would be helpful for the option of viewing work order numbers. As it stands only the Job is listed.by: Shannon D. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Payable
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Votes
5
1099-Misc options
As a contractor I have many vendors who require 1099s but provide products, not service. They need a 1099-Misc, but to get the data to the correct form my only option ...by: Susan R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Make the warning on Complete Jobs user controlled / optional.
It might be useful for some situations, but for our firm. who often complete jobs quickly and posting follows. we are now being inundated with pop ups. Even limiting it ...by: Susan R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
payable selection
The V22 selection grid can be very slow to select long lists of items. A " Select All " feature - with appropriate warning - would be very helpful when the list of items ...by: Susan R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
5
Need email address defaults by module not one for entire program
In V20 it appears that all emails sent through the program are sent from the default email setting. Despite setting default emails in various modules, and experimenting ...by: Susan R. | over a year ago | Last activity about a year ago | Status changed over a year ago | Utilities
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Votes
3
user def
I have to track minority hours on project. I created a report to tell me this, but I had to use statement email as the field to pull from for the report. I put Minority ...by: Leanne S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
combine budget phases
We really want and need the phases to be combined in the budget like it is available to be combined by checking a box in the progress billing. We create our estimates ...by: Monica K. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
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Votes
3
We would like to reimburse a vendor for materials without affecting ...
In 4-2 (Payable Invoices/Credits) there should be an option on the grid to choose "exclude from 1099 balance".by: Ryan T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
Allow all users to view record and field history, not just users with ...
Currently only users with Admin rights are able to view an audit trail of all the changes to a particular field or record. There is no reason to lock this feature down to ...by: Ryan T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
9
Income Statement 12 Month Trend Actuals vs Budget
There needs to be an Income Statement 12 Month Trend that compares each period's actual to budget and shows a variance.by: Ryan T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
3
3-2 Invoices/credits -NOTEPAD description lines do not print across ...
When printing a description in the grid of 3-2 invoices and credits, you don't get much room. I usually type the detailed description in the notepad and it would print ...by: Jacqueline C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
6-6-1 Overwriting a record# with same PO#
In v19.8 if I needed to change the vendor or other field from a saved PO, I was able to Copy and Paste the PO, make the necessary changes, and then type in manually the ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Deleting Parts and Assemblies is now a pain in v20
I have a ton of jobs in my company that are open because of an AP invoice from years ago that may be off by a few dollars. This discrepancy does not allow me to delete ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
Maintain Jobs or Assemblies Database
If we can maintain the parts database by selecting a few criteria and changing the values, why can't this be done with jobs or assemblies? Example, we were contracted ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Additional/Secondary Set to Pay for Vendors
If I have 500+ invoices on a Set to Pay to a particular vendor for end of the month payment, but 150 of those invoices are past due and I want to submit an additional ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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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
10
In Report 3-5-Change Orders be able to print the list showing the JOB ...
When we print the list of Change Orders the report doesn't show the Name of the JOB which is really important. Avoids confusion when we have to print several lists from ...by: Maria M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
23
Automatic positive pay report to upload to financial institution
Automatic system generated report for check registers which can be uploaded to company financial institution in required bank format.by: Denise A. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounting Reports
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Votes
8
put back description from accounts payable invoice posting
Please put back into Job Cost Journal Report 6.1.2.41 the description entered in accounts payable invoicing rather than the default title (description) from Description ...by: Denise A. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
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Votes
3
Inventory 9-2 edit/inactivate or reactivate part can only be done if ...
We should be able to give someone like a warehouse manager rights to activate and deactivate parts without giving them Admin rights. When they have admin rights they can ...by: Evelyn K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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