• Votes

    3

    Put in an enhancement request: Billed discount (reduces work billed ...

    Billed discount (reduces work billed in JC and CN) AR discounts (add adjustment in JC and CN) Both work like billed credit and AR credit in JC and CN but both go to the ...
  • Votes

    1

    AP Task Enter Invoices Crashes in v17.1.6 Rev 6 when amount exceeds ...

    When entering and invoices for equipment rental against a purchase order and the rental units and amount exceed the purchase order line items you receive warning dialog, ...
  • Votes

    3

    In AP Enter Invoices, Increase the size of the Unit Cost field

    When entering invoices in Accounts Payable, the maximum Unit Cost we can enter is $999,999.9999. Please let us enter Unit Costs that exceed $1,000,000.
  • Votes

    10

    Make Bank Reconcilliation report that makes sense-clearly states what ...

    The Bank Reconcilliation report gives alot of totals at the bottoom, but none of them clearly indicate which one should match the GL amount for the bank account. Make ...
  • Votes

    1

    Ability to Create on demand JC extras in AP invoice entry screen

    AP Invoice entry will not let you create a JC Extra for a job. You have to create in JC module first. However PR and JC, you can create on demand extras in data entry ...
  • Votes

    2

    Only show current period transactions in bank reconciliation

    When you do a bank recon, you can see all transactions that are posted to GL, even though they are in a future period. There should be an option to only see transactions ...
  • Votes

    1

    I was given a report in 2001 CM Cash Book Per Bank it is a GREAT ...

    in design notes: "The purpose of this report is to show each cash transaction and associated details, as well as a running cash balance." In spreadsheet format.
  • Votes

    1

    Diverse Spending Tracking

    Provide location in vendor information to track Diverse Business Enterprise and certification information. Further provide reporting that shows spending for current ...
  • Votes

    2

    Taxes do not calculate in Enter Quick Bill

    Resolve issue with taxes not calculating in 'Enter Quick Bill' but shows up in AR correctly.
  • Votes

    3

    Entering AR Cash Receipts, we only want to see the invoices that have ...

    Intercompany accounting is turned off. When entering cash receipts, we specify the bank account, and then select the invoices we are applying the check to. However ALL ...
  • Votes

    5

    When entering Cash Receipts in AR, let us use "Conditions" or a ...

    Allow us to filter or condition to only apply the cash to invoices that meet a specific requirement. Let us filter/condition by GL prefix, Job, etc.
  • Votes

    8

    Prevent or warn if billing over 100% on contract based invoice

    In Billing, if the billed value of a line item is greater than the scheduled value, provide a pop up warning to notify the user. There is no indication that a line is ...
  • Votes

    3

    View and record A/P miscellaneous compliance items in Commitments

    In Commitments, it allows to record Insurance requirements for a vendor & project that is reflected in the Accounts Payable Subcontractor Compliance Management screen. ...
  • Votes

    5

    In Accounts Payable, let us move payments by job

    It would be great to be able to move payments through a cut off date for specific jobs.
  • Votes

    6

    Compliance Issue with Subcontractor's Lien Waivers

    When a subcontractor has more than one application for payment in the system to be paid and is missing a lien waiver for one app but not the other one, the app with the ...
  • Votes

    2

    GL budget amount fields too short in entry screen

    The database allows for 17 numeric characters in the GL budget amount fields. But when manually entering or importing a budget, only 11 characters are allowed. A 100 ...
  • Votes

    3

    GL account deletion warning

    A warning should be given before deleting a GL account with activity or a balance including in prior year. While running 2017 reports to compare to 2018 we found a few gl ...
  • Votes

    5

    Warn of closed periods in GL entry

    Before posting journal entry should warn if there is a closed period for any of the line items. We have multiple companies that we may post to. When doing a JE for a ...
  • Votes

    3

    Need better Forecasting/WIP functionality

    There needs to be a better way to forecast and look at WIP into the future. Currently it can't be broken down within the system between cost codes and time frames. ...
  • Votes

    3

    Filter A/P select invocies to pay screen so multiple office locations ...

    Provide a way for A/P entry persons at different physical office locations to scope the Select Invoice to Pay screen so they would see only their own invoices. ...