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Votes
2
Menu 7-1 company background color should persist in ALL menu headers
Allowing the user to select a company background color is great; however, since the background color appears only on the main menu, it's not as useful as it could be. I ...by: John S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
5
allowing the option to choose specific change orders to upend to a ...
right now if we have a job with multiple change orders, when we go to the progress bill to append as new lines, it brings in all the approved change orders. We should ...by: Kim K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Allow two columns from the assembly to pull onto the takeoff screen
Right now the system is only allowing for one column from the assembly to pull down onto the takeoff screen. It would be beneficial to have more than one column to pull ...by: Amber C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
Parts should have the ability to have an overhead
When preparing a bid, it would be wise to have the ability to have the mark up from the parts window transfer down to the 9-5 screen. There is a button for "mark up" on ...by: Amber C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
company security
There needs to be a way to set up read only access to AR and AP menu. This way only specific people can create, clients, jobs and vendors to make sure all the required ...by: Ruby I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Payroll Calculation 5-3-1
When setting up tax rates with a maximum cap amount, I would like to have the maximum wage amount listed as well as the maximum dollar amount to be deducted. The system ...by: Tina D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
4
Reminder to Pull Report 5-1-1-26 BEFORE Closing Payroll for Year
With new ability to close payroll, rather than archiving, it would be helpful to have a reminder pop up when closing payroll to remind you to pull report 5-1-1-26 before ...by: Shana P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
Import other flat rate programs and use alpha numbers for assembly ...
Flat rate programs and some vendors us alpha number for stock numbers. ie: delxxxx for Delta, kohxxx Kohler, etc... As of now we import our flat rate program into the ...by: Ferrell J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
7
Allow 2 People into the same Takeoff at the same time
We would like to be able to have 2 people in a Takeoff at the same time. Even if one is allowed to be in as Read Onlyby: Michelle S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
Add a column to the Takeoff for additional comments
We would also like to be able to add columns to the takeoffby: Michelle S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
6-1-4 #71 Create Summary one line per job
It would be amazing if you could create this report so all jobs show up as a summary on one line with all of the jobs listed. I need to create a report with Total Billed ...by: Cindy L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Exporting reports to excel keep formats
Is it possible to have the highlighting of lines carry forward to Excel Exported Reports? For example I am runing Job Cost details by job by Estimator. It would be nice ...by: Cindy L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
6
PICK LIST FOR CLIENT AND JOB IN 3-3-1
AR Cash Receipts: Can a pick list option be added for clients and jobs in the 3-3-1 (like pick list option in 4-3-1 area)? I process roughly 25-30 billings each month, ...by: Kim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Add job labor journal button to the bottom buttons in 3-5
My boss is often asking different questions regarding job reports. I often have to run different reports and go into different screens. I'd love to be able to just go ...by: Alissa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
3
11-2 import hours from dispatch to invoice details
I think it would be helpful to be able to import the total hours on the dispatch tab of work orders into the invoice tab.by: Alissa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Limit job costs only to budgeted cost codes only
Limit job costs only to budgeted cost codes both through payroll and AP. Give "warning" notices for over budget to the project manager for the particular job as well ...by: Tannie A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
I would like to be able to add multiple Time Reviewers in 3-5 on the ...
This would be helpful for when Project Managers get sick or on vacation, they don't know who was working where or when because they're not working. If we can add multiple ...by: Mary S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
Batch process for adding new users to the access list for projects
With "Subject to Job Security" set for a security group, the only way to add a new user to the access list for a project is one by one using 3-5. It would be very ...by: John G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
on the schedule of values please make it easier to insert a line or ...
i am sure many people have done shedule of values and then after a it is approved some one will be like hey can you change this . not being able to insert lines makes ...by: REGINA M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
Sales Report by Client
It would be great to have a report that combines the service and contract receivables to compile a sales by client or customer report with JUST totals.by: Samantha F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
By Category
All Categories- Accounting Reports (122)
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- Other (271)
- Payroll (708)
- Project Management (377)
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