• Votes

    3

    ach

    wants to have the ability to combine vendor ach as well as payroll
  • Votes

    2

    wants a per diem to have the ability to be job costed for 1 job

    wants a per diem to have the ability to be job costed for 1 job
  • Votes

    1

    3-4 include sales tax

    wants the 3-4 report 21 to include sales tax line
  • Votes

    8

    report writing needs to be more flexible

    For Example... Need to be able to put in a footer that only prints on the last page.
  • Votes

    1

    Finances charges per client should apply to all their jobs & print on ...

    We should be able to specify the finance rate per customer & have it apply to all of that customer's jobs instead of having to specify for each job/contract. It seems ...
  • Votes

    1

    REversing hours in timecard should affect wages

    When correcting payroll, using reversed hours in the timecard, it should decreases wages for the locale used on that line along with any taxes that were deducted.
  • Votes

    7

    Paygroups

    Be able to create paygroups that include both alpha and numeric characters. Using all numbers gets confusing. Would like be able to abbreviate counties.
  • Votes

    3

    Takeoff "recap" by phases

    Be able to summarize phases in more breakouts. We utilize multiple phases in all jobs and in the 9-5 takeoff "recap" tab, the only summary is by phase. There should be ...
  • Votes

    3

    Make navigation in takeoffs easier

    Need scroll arrows for phases & bid items to scroll sequentially instead of having to click down on the arrow and then clicking the phase or bid items.
  • Votes

    6

    Exporting Subcontracts - better control

    When exporting subcontracts from a takeoff, allow us better control over what we're exporting, like an option to select by phase or a "deselect all" button.
  • Votes

    12

    More vendor information in vendor screen

    In the 4-4 vendor screen there needs to be different address fields (physical and/or mailing address), and website address - need to sync to Outlook.
  • Votes

    7

    Allow vendor screen (4-4) to be put on hotlist

    Allow us to put a vendor (4-4) on the hotlist. This allows us to make sure we get insurance, master contracts, w-9 or any other items we need from the vendor we can't ...
  • Votes

    3

    Contact Manager - need better controls

    Contact manager is cumbersome. When I want to sync a new vendor or client, I need to scroll down to the very bottom each time to add them. We have thousands of contacts. ...
  • Votes

    6

    Better Reporting Functionality

    It was my great hope that this program would allow us to easily run reports that showed the data that I worked so hard to input. To an extent it does in the current data ...
  • Votes

    6

    Cost to Complete - ability to enter negative amounts

    When entering amounts in the Cost to Complete module, we may have allowance items that have exceeded the budget at a given point in time. We will never show a loss for an ...
  • Votes

    5

    Have a reminder for credit card bills. The recurring payables and ...

    All our recurring bills are either in recurring payables (4-6) or recurring journal transactions (1-4) and we get a nice reminder that bills are due when we start Sage. ...
  • Votes

    7

    Uploading T-sheets or excel file to payroll.

    My company uses T-sheets to track hours. The payroll report can be downloaded as an excel file. I would then like to be able to upload that file instead of entering in ...
  • Votes

    1

    Estimate Catalog Folders Default to Closed

    Our company has multiple offices that share a common folder tree within the Estimate Catalog. The result is that the catalog has dozens of folders/subfolders. Whenever ...
  • Votes

    1

    In 3-5 Job window we have certain groups that we want to see job ...

    In 3-5 Job window we have certain groups that should not see the contract amount and can be limited in that field. Only problem is that when clicking on the Contract ...
  • Votes

    5

    Look Up Window Preferences Should Be Lockable

    Once I rearrange or resize columns in lookup windows, those preferences should "stick" so the next time I use that window, I see the information the same way I chose last ...