• Votes

    8

    When creating a new AR invoice to a customer that the next available ...

    I have duplicated invoice numbers to customers. I would like Sage 100 Contr. to know when a new invoice number is open to use.
  • Votes

    8

    allow adding attachments in progress billing after posting.

    Attachments can be added before a progress bill is invoiced and posted, but not afterwards.
  • Votes

    8

    Open a take off from the 3-5 job window

    in the 3-5 Job window it would be great to be able to open up the take-off for that job right from the job window
  • Votes

    8

    Combined AR/SR aging reports; add selection criteria for due date

    Add selection criteria for Due Date to the Combined AR/SR Aging reports; OR create new versions that can be printed with a selection to only show invoices of a certain ...
  • Votes

    8

    AR menu 3-2, option to work on billing information before posting-keep ...

    Currently, when you save a record in 3-2, you can't edit the grid information. would like to be able to review the billing & account, sales tax, etc before it's posted & ...
  • Votes

    8

    Client merge needs to preserve contact information

    The new client merge functionality is great, but it needs to preserve contacts from both files the same way it preserves equipment and locations.
  • 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 ...
  • Votes

    7

    Add Deposit total to cash receipts report!!

    Clients should not have to manually add the payments and overpayments and subtract the discounts in order to get the grand total of the deposit.
  • Votes

    7

    Be able to set up T&M bill wage rates by employee position

    In 3-10-5 it would be nice to add a rate by employee position. Employee position would read from employee records under human resources tab and position. This would allow ...
  • Votes

    7

    Allow Short Name to Auto Fill with Long Name if field left blank

    Allow Short Name to Auto Fill with Long Name if field left blank, instead of being required to enter both a Long Name and Short Name
  • Votes

    7

    Accounts Receivable: Need a Time and Materials billing invoice

    Accounts Receivable: Need a Time and Materials billing invoice that show Description, Quantity, Price, Ext. Price, and Amount. This would be identical to the Work ...
  • Votes

    7

    Archiving contractors

    It would be nice if there were a way to "archive" or make contractors inactive. We have a couple of cases where General Contractors &/or Subcontractors have gone out of ...
  • Votes

    7

    When a user is in a Job (Accounts Receivable) please add a "Create ...

    Anyone who creates work orders and quotes will love this! The button/icon could go at the top next to all the other icons.
  • Votes

    7

    billing date field in addition to due date field

    Many of our contracts have a billing date (cutoff to submit monthly) as well as a due date for the payment for that billing. We have no place in the Job record (3-5) to ...
  • Votes

    7

    Send AR Invoices, SR Invoices, and Statements in Batches like Employee ...

    Often we have a lot of customers who have outstanding invoices. It would be great to be able to send each customer a combined statement with all attached invoices in one ...
  • Votes

    7

    Customer refunds help is wrong

    Step 18 in the HELP topic for Customer Refunds is not correct. The credit already exists from an overpayment or credit issued after prior payment in full has been ...
  • Votes

    7

    3-5 Job Status Change Dates

    It would be very beneficial to have a "Project Status History" tab in 3-5 Jobs like the Raise History in 5-2-1 Employees. We are currently using the Project Dates section ...
  • Votes

    7

    In 3-5 it would be nice to have a tab at the bottom to allow you to go ...

    On the 3-5 screen it would be nice to go directly to the job estimate when you look up a job
  • Votes

    7

    Add a line to progress billing

    I would like to adda line item in the middle of my Progress billing without retyping the whole thing?
  • Votes

    7

    search by invoice number in cash receipts 3-3-1

    It would be a huge help to be able to search by invoice number on both the contract invoice and service invoices portion of the 3-3-1 screen. It's very cumbersome when ...