-
Votes
9
As a GC, it would be nice to be able to enter the expiration date of ...
General Contractors would find this useful. Most policies are good fro 1 year and expire with the option to renew. If it expires there is no coverage for the client ...by: Shelli W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
Takeoffs - exporting to Request for Proposal by job/phase allow the ...
If you have a vast amount of phases for a takeoff, It is extremely time consuming to "uncheck" all the phases to export just a couple. Allow user to toggle on/off all ...by: Terri m. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
Votes
10
Equipment Allocation - Void Capability
We need a way to be able to void a posted equipment allocation record from General Ledger so it voids both the Job Cost Record and the Equipment revenue record as well.by: Amber E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
-
Votes
3
set temporary defaults for AP
When entering numerous invoices from the same vendor it would be great to be able to have the system autoselect that vendor for the next entry (like a use last radio ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
8
disallow Duplicate change numbers
Right now the system allows two changes with the exact same number within the same job and there is no way to prevent it. At least a warning might prevent some ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
11
Show Vendor Address in invoice or CC entry
It would be really helpful if the customer's address displayed once it's selected so that you can double check it to the invoice you are holding, or notice missing ...by: Jenna Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
1
Report 6-1-7 #31 needs to allow cost to exceed budget
Report #31 has more details. It would be nice if this report like #21 could be run to allow the costs to exceed the budget.by: Kristy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
7
Certified Payroll - Have specific state requirements pull into Aatrix ...
On the Aatrix certified payroll reports that are state specific, it would be great if the Employee screen had a certified payroll tab that could pull in some of these ...by: Kristy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
7
Certified Payroll - State Specific requirements on Job Setup
It would be great if they could build on the new certified tab in the job setup to include state specific requirements, such as the Workers Comp Carrier, Policy #, and ...by: Kristy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
9
Automatically post deposit amount to the service invoice when work ...
Several of our service clients have expressed a need for this. They take deposits from clients when the generate the work order. Once the work is completed, they post the ...by: Donald C. | over a year ago | Last activity over a year ago | Status changed about a year ago | Service Receivables
-
Votes
2
All text should be bold
I feel that all text should be bold or at least have the choice to change it to bold print. It makes it so much easier to read. The Menu is great because it has bold ...by: Sherry A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
6
Job Numbering
It would be very very very useful if there was a notification when a job entry number is more than the next one available. As I have the next Job # 271 but there are ...by: Audrey M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
7
Please add a feature when reconciling Bank Statements that you can ...
When opening a bank statement there are already items checked off. It would be more efficient to be able to uncheck with a select all button or something similar. Would ...by: Audrey M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
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
-
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
-
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
-
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 about a year ago | Status changed over a year ago | Accounts Receivable
-
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
-
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
-
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
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 (382)
- Review and Reporting (149)
- Scheduling (49)
- Service Receivables (171)
- Utilities (93)
