• Votes

    4

    RVJE date updates for reversal

    When an RVJE is posted, the reversing side has the same date as the original posted side. This date should advance to the month of the reversal.
  • Votes

    1

    Depreciation Report at point in time (as of date)

    Please create a depreciation report which allows the user to select the as of date so reports can be provided at a specific point in time for audit purposes.
  • Votes

    2

    Sage SSO needs to allow the employee to receive an emailed copy of ...

    It could even email each day when time is submitted. There also needs to be an SSO category on the drop down.
  • Votes

    3

    Sage SSO needs to have the menu box next to each day on the ...

    so that you don't have to keep scrolling back to the top when you are entering time.
  • Votes

    1

    SSO-Purchase Orders Without Pricing

    We would like to be able to attach purchase orders to jobs in SSO without the cost information. Our installers need to see the PO's but we do not want them to see the ...
  • Votes

    3

    Labor Sell Rates on Estimates/Takeoffs

    It would be nice if you could set the labor cost and labor sell price for each Takeoff/Estimate. Currently I can update Overhead/Profit by Cost Type to set the labor cost ...
  • Votes

    2

    SSO Forms-Allow Email to Customer To Complete

    It would be nice to be able to send a custom job or work order form for the customer to complete. This would be for a Customer Satisfaction Survey.
  • Votes

    6

    Status updates email alerts

    Is there a way to get automatic email alerts when a job status is changed? It would be useful to alert other team members of any changes. Something with a check box to ...
  • Votes

    1

    Export new job to Trello board

    Is it possible each time a new job is opened to export the Short name and job description into a Trello card on a Trello board. Trello has some good project management ...
  • Votes

    6

    Track vendor certificates by job - in 3-5 Jobs

    Track vendor certificates by job - in 3-5 Jobs adding the certificates for all trades per project is great; however, if the budget has been set up and subcontracts have ...
  • Votes

    5

    Need more room in the description field- need to be able to display ...

    We are having the issue now of not having enough room to put in all the details for the customer to know exactly what they are paying for. There needs to be a bigger ...
  • Votes

    1

    Sort Vendor Subcontract list by Jjob

    I submitted this over a year ago and per Steven P (below) it was delivered in version 22.1. I am currently running 24.1.175.0 and this has not been changed. Tina When ...
  • Votes

    8

    If Jobs are inactive or closed, related subcontracts and change orders ...

    If you are in Accounts Payable or Project Management and looking for a specific subcontract or change order and sort by job, it is necessary to pass hundreds of ...
  • Votes

    2

    4-1-1-61 Report - Able to select by Dollar Amount

    I would like to be able to see this report have a selection criteria for a dollar amount. The current report prints ALL vendors listed with a 1099 Type between 1 & 4, ...
  • Votes

    5

    1099 Interest - Ability to list GL Account so report only shows ...

    When inputting 1099 Interest into the 4-4 Screen, to have the ability to choose an interest GL code/subaccount so that the 1099 report only tabulates interest paid to the ...
  • Votes

    1

    Simple Time Entry Defaults

    It would be helpful if the date advanced once 8 hrs was reached as it does in 5-2-2
  • Votes

    7

    In progress - AR invoices

    I would love to have a in progress invoice option. 3-2 Receivable has a review or dispute but these still post to GL. If we could have one that remains un-posted (in ...
  • Votes

    4

    Report Header Continuation on the Subsidiary General Ledger Report

    Add a continuation header with the account name/number so that it appears ON EACH PAGE just like the regular general ledger report.
  • Votes

    10

    notification of double booking from 11-2 dispatch tab

    a pop up notification to let you know a tech already has a job scheduled when you are entering the scheduled time from the grid in the dispatch tab
  • Votes

    7

    Alerts on demand

    It would be nice to be able to run alerts on demand with actual data instead of test data in addition to them running at a scheduled time.