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Votes
6
Allow all users to view record and field history, not just users with ...
Currently only users with Admin rights are able to view an audit trail of all the changes to a particular field or record. There is no reason to lock this feature down to ...by: Ryan T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
9
Income Statement 12 Month Trend Actuals vs Budget
There needs to be an Income Statement 12 Month Trend that compares each period's actual to budget and shows a variance.by: Ryan T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
3
3-2 Invoices/credits -NOTEPAD description lines do not print across ...
When printing a description in the grid of 3-2 invoices and credits, you don't get much room. I usually type the detailed description in the notepad and it would print ...by: Jacqueline C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
6-6-1 Overwriting a record# with same PO#
In v19.8 if I needed to change the vendor or other field from a saved PO, I was able to Copy and Paste the PO, make the necessary changes, and then type in manually the ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Deleting Parts and Assemblies is now a pain in v20
I have a ton of jobs in my company that are open because of an AP invoice from years ago that may be off by a few dollars. This discrepancy does not allow me to delete ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
Maintain Jobs or Assemblies Database
If we can maintain the parts database by selecting a few criteria and changing the values, why can't this be done with jobs or assemblies? Example, we were contracted ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Additional/Secondary Set to Pay for Vendors
If I have 500+ invoices on a Set to Pay to a particular vendor for end of the month payment, but 150 of those invoices are past due and I want to submit an additional ...by: JJ S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
At menu option 3-5 move the buttons at the bottom of the screen
At menu option 3-5 move the buttons at the bottom of the screen as follows: Proposal after budget, AP Invoices after purchase orders, S/R Invoices after A/R Invoices. ...by: Dana S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
In Report 3-5-Change Orders be able to print the list showing the JOB ...
When we print the list of Change Orders the report doesn't show the Name of the JOB which is really important. Avoids confusion when we have to print several lists from ...by: Maria M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
23
Automatic positive pay report to upload to financial institution
Automatic system generated report for check registers which can be uploaded to company financial institution in required bank format.by: Denise A. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounting Reports
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Votes
8
put back description from accounts payable invoice posting
Please put back into Job Cost Journal Report 6.1.2.41 the description entered in accounts payable invoicing rather than the default title (description) from Description ...by: Denise A. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
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Votes
3
Inventory 9-2 edit/inactivate or reactivate part can only be done if ...
We should be able to give someone like a warehouse manager rights to activate and deactivate parts without giving them Admin rights. When they have admin rights they can ...by: Evelyn K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
23
Need duplicate job names.
We bid jobs to multiple clients and need to use the same job name using different job numbers. We work at hotels and apartment complexes and use the room or apt. number ...by: Jennifer M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
bonding report by project manager and/or salesperson
button to run by PM or salesperson to review their allocated jobsby: peter p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
8
Job income statement
job income statement to be run by Project Manager or Salesperson or by period / date range or by all jobsby: peter p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
2
Create a recurring service receivable revenue module
Create a recurring service receivable module similar to 3-11 in Accounts Receivable. This would be helpful for monthly recurring revenue. Currently it is possible to ...by: Rosie A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Add sales tax to the Application report generated by a Progress ...
Add a line for sales tax that would print out on the Application report that prints from Progress Billing. If sales tax could be shown as a line item in both the ...by: Rosie A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Dispatch board and work order entry not user friendly for more than ...
We have an extremely busy Service side to our Business. We have multiple Dispatchers and can't always complete a work order before the next customer calls in. We now have ...by: Kelly S. | over a year ago | Last activity over a year ago | Status changed about a year ago | Other
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Votes
6
-Update The Dispatch Board
The service and dispatch are backward. The dispatch board (calendar) needs to be the starting point to a work order. By adding a client to the dispatch board (calendar) ...by: Kelly S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
3
Add a phone number column on the Employee search
We have a lot of employees, so when someone texts in sick, we may not have their phone number in our phones. I would like to be able to do a search by phone number on the ...by: Kelly S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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