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Votes
10
11-2 Work Orders/Invoices: Change Option to Remove Paid/Void/Completed ...
Currently, if users want to remove only Voided records, they are not able to do so. They must remove all three status types Paid, Void, and Completed. Please allow for ...by: Traci K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Sales Tax Calculation
Recommendation: Do not round each Tax Entity's Sales Tax amount separately. Round at the total Tax District level. This will allow for consistency in calculation with ...by: Traci K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Progress Billing- Importing the Budget-- The line items are 'Grouped' ...
Progress Billing- Importing the Budget-- The line items are 'Grouped' with the same Cost Codes. I would like the 'OPTION' to either keep the format the same as it was ...by: Cindy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Record History - Modified
Please add the MODIFIED and USER fields to the available fields in the report writer for 3-5 Jobs and 5-2-2 Payroll Records. We need the ability to print a report that ...by: Kristen C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Job Costs Report Merging
I need to be able to pull data from jobs that have more than one facet, or are related to each other. For instance, Job# 123 was an addition, and Job# 456 had roof ...by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
11
Printing on the memo line on checks
There seems to be no way to print the memo line on checks. This feature would be quite helpful especially when dealing with tax payments or vendors that apply payments to ...by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
cost to complete filter by period and/or date
It would be great if we could filter report 6-8-1 by period and/or dateby: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
12
View 2 Take-Offs simultaneously
We should be able to view 2 take-offs at the same time. It creates a lot of wasted time having to go in and out of one to see the other.by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
7
Alerts Manager -Send Alerts to multiple Dashboards (7-6)
Currently Alerts/Reports are limited to only one other employees dashboard, yet multiple emails can be attached. To alleviate email reports every morning, it would be ...by: Lisa B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
9
Fix the Print Button When You Forget to Save
Sometimes when finishing a record, people are in a hurry and click the print button without saving. In most windows, this prompts the user to save the record, but then ...by: Ryan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Review and Reporting
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Votes
6
Standard Hours Reports that Include Computed & Uncomputed Hours
Please create standard hours reports for Work Orders/Jobs/Phases that include both uncomputed and computed hours, that also specify the hours type (reg/ot/dt/etc). Many ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
6
3-6 Total AR Balances as a field
In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...by: Ryan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Allow Holdback Defaults To Be Entered in 3-6 Clients
For regular customers, either holdback is something that is required on all of their projects, or it is required on none of their projects. It would be nice to be able to ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Use Google Maps API to Populate Address Information
Many times when entering an address, only partial information is given, spelled wrong, etc. Usually the solution is to just search the address on Google. Thinking about ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
6
Automate Location Records in 11-2 Work Orders
A common problem we seem to encounter is that nobody enters location records, and instead re-enters the location information in 11-2. It would be nice if the system ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed about a year ago | Service Receivables
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Votes
4
Import PDF pages to Report Forms
There are often many reports that customers/stakeholders want us to fill out where all of the information is already in Sage, but it has to be "their" form. What would be ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
9
Allow Different Page Orientations in Report Forms
Often times there are reports where one side of the page is landscape, then the next page is portrait, etc. It would be nice to be able to make a report that can have the ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
4
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
By Category
All Categories- Accounting Reports (123)
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- Estimating (118)
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- Other (274)
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- Project Management (386)
- Review and Reporting (149)
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