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Votes
4
Note Pad
It would be nice to have one more note pad. When using SSO Mobile App we have the blues notes that show up on the service report and then the yellow notes that show up on ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
5
Service Invoice Tab
It would be helpful to have more columns we could show in this display window. Some companys have several locations and sometimes when needing to find an old invoice it ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
10
Alerts Manager - Setting different times for each alert
It would be nice to be able to choose a different time to receive the alerts. Right now you can only choose one time to receive all your alerts. I have alerts I need to ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
2
I would like to print a list of Subcontracts in order of CSI Code, so ...
The project managers would like this list, in order of CSI Code, because it generally follows their schedules. It can be accomplished with a query that includes the CSI ...by: Tina O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
5
Search for customer by phone number in look up window.
When entering into look up windows attempting to search by customers full phone number it does not pull up any information based on search criteria entering the customers ...by: lacey w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Overwrite extended prices in bid item details
Rather than calculating the extended price by applying overhead and mark up %'s, provide the option of overwriting the extended price and allowing the system to back into ...by: Terrie H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
SubContract button
Whenever you have something to key in for invoice, sub contract, change order, etc. where it has SUB you have to always click to pull up that sub list instead of having ...by: Carol S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
7
Would like to send notifications to employees via text
Instead of sending an email, sending a text to the tech for scheduling.by: Kimberly S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
6
I would like to pull up a vendor report showing all insurance ...
i was put in charge of making sure all vendors have insurance. i need a report showing all info that is entered for the vendor including of they do or don't have ...by: peshe p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
I would like to add another billing status in job costing
In job costing there are 3 billing statuses,I would like to be able to add my own status name for invoices that are not being billed. I understand that I can save in ...by: peshe p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Why can't I pull up a report with all open or partially billed ...
I progress bill but sometimes it takes a while until we complete the work. I would like to be able to pull up a report showing me all open proposals and change orders. ...by: peshe p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
23
AR Progress Billing Warning for Overbilling
In the AR progress billing, the system should provide a warning if a line item is billed over 100%. Ideally, this would be a soft warning that would allow you to proceed ...by: Stacy F. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
5-2-2 Payroll Entry - Enter information once and information copies to ...
In Sage 300, when entering payroll for an employee who worked on the same job for the same number of hours each day, you can enter 999 in the date field on the first line ...by: Stacy F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
1
When entering PO details, can you change the color of current field or ...
Currently when entering data in Purchased order, it's hard to see what field you're in. Hopefully, there's a way to change the color properties to highlight the current ...by: Enrique V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
5
Minnesota State withholding tax
Please remove the default rounding to the nearest dollar. Please allow the Minnesota W/H Tax to be displayed as dollars and cents. Thank youby: Loren J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
User Defined Fields USDF 1 and USDF2 on Assemblies in 9-3
In 9-3 - unlike every other master table - the two standard USDF 1 and USDF2 user defined fields do not exist. Business need - if an assembly is created for a specific ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
Job Number listing in Work Order look up in 5-2-2
When looking up a Work order number in 5-2-2 or Daily Payroll entry, there are several dozen columns listed in the look up window. What is NOT list is the Job number. ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed about a year ago | Payroll
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Votes
1
Hot List not populated when exporting PO, Subcontract or CO from ...
If "Hot List" is set to be checked as the default (F7) in CO, PO and Subcontract Screen - when exporting from takeoff, the program "unchecks" the hot list box. This ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
7
Cash Receipts sort by job and / or client alphabettically
In Cash receipts screen, please add the "Client" to the Contract section and the "Job" to the Service section. Then allow the user to sort by these columns (and the ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Hot List preference does not export properly per setup defaults
If you set "Hot List" checked on as default in AR invoices - then post a Progress Bill - the software "unchecks" the hotlist on the AR invoice created from the progress ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
By Category
All Categories- Accounting Reports (122)
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- Other (273)
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