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Votes
8
PR audit report to excel in columns
Currently the PR audit report went sent to excel is unusable for calculating the variances to post corrections. Can you please format that report so it exports to ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
4
Update embedded browser for bank feeds
Still having this issue to connect to CHASE BANK for credit cards KB article Solution ID: 221924660118781 is from March 2023 Error: "You need to update your browser" ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
New GL structure as an import
Clients who do not purchase the equipment module like to utilize the overhead range for their indirect accounts, and then the admin section for company expenses. The two ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
11
vacation hours earned and used improved criteria options and totals
We would like to see the following: • only have current employees on the list (or via a filter) • be able to sort alphabetically by employees last name • have total ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
added credit card charges do not appear v25.1330
When using the add transaction button in 4-7-5 reconcile credit cards, the refresh icon is not updating the screen to show the items I added. It also happened on another ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
12
Add a Remaining Balance column to the PO window
Please add a remaining Qty balance to the PO window so we can see them on the Master PO or any PO.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Certificate warnings should alert when entering payments in 1-1
The vendor certificates warn you in 4-2 AP invoicing, 4-3 payments, and subcontracts, but not in 1-1 where payments are also posted.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
5
Turn off the ability to enter invoices with a status of paid
We understand that clients may need to enter historical paid AR invoices during implementation. But could you please give us the option to turn off that ability once ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
1-4 entries not defaulting to vendor's default GL account
When setting up recurring ACH payments in 1-4, the vendor's default GL account is not prompting down in the gridby: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
5
Have an all dept income statement for the month. Ie - dept 1, dept 2, ...
One report and not have to run 4 separate times.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
7
Tracking vendor compliance
Need a more thorough easier way to track certificate of insurance compliance and expiration. Subcontract agreements and other compliance documents for vendors? - The ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
8
Retention release - age differently from other due dates of other open ...
The aging report is incorrect when we release retention on a job and there are still open invoices. Often happens when the payment cycle is 60-90 days but billing cycle ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed 6 months ago | Service Receivables
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Votes
6
Add a module so we can track communications for jobs - namely emails
With so much of the job communications happening thru email, we need to be able to create/respond/log/refer to emails that relate to particular jobs. Right now, everyone ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
equipment income statement
We need Equipment Income Statements. We need an easy way to analyze the Revenue, Costs, Net and Hours projection vs actual of each piece of equipment.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Votes
7
Job labor hours Actual/Budget~ with uncomputed payroll - in summary
We need these to be in summary by cost cost as its too much data for the operations team to see when every payroll record is shown in the detail.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Add nickname field
Add Nickname field in 5-2-1 so we can address employees properlyby: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
committed cost report - allow to choose by cost types - strip out ...
I need to compare by cost code for non-labor cost types - Budget vs Cost to Date vs Purchase Order = Remaining. We do not write po's for labor so to assist in project ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
8
Daily Payroll "Certified" field is not pulling from employee screen ...
Shouldn't the certified field in the 5-5-1 screen default to the employee certified payroll indicator in 5-2-1 when the "Requires certified" 3-5 job field is unchecked ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
5
More alerts! New vendor created.
Alert when a new vendor is created.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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