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Votes
1
Add default Revenue table to the Equipment setup, and Job setup.
Client would like to use multiple revenue tables for the same revenue code. He would like the ability to set the default revenue table on both the EQ setup and Job ...by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Allow Allocation in A/P Change Invoices
The Allocation option is only available when Entering new Invoices in the Accounts Payable module but not available when Changing an Invoice in the A/P module. Please ...by: Amy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
AR BL CN ability to easily reassign retainage to a different customer
If retainage was held incorrectly to AR customer A, but should have been actually correct customer B. There should be an easier way to reassign retainage held from old ...by: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
Apply customer payment with no sales invoice in account receivable
I would like to be able to enter a cash receipt customer payment in account receivable without having to first enter a sales invoice. It should create a billing and cash ...by: Edward A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
6
let me modify an reprint an ivoice without deleting it and re creating ...
I need to add a PO number that I forgot to include when i created it. I understand my only option is to delete it, and recreate it?? this is at a ridiculous level that ...by: tom b. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
1
accts payable manual/quick check posting journal
the job cost recap section of this report is INCREDIBLY misleading. I showed this report to two other accountants in my office and asked them how much got posted to job ...by: tom b. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
11
reuse check number
my god, why do you make me jump through hoops to reuse a check number? this is ridiculous. I issued a hand written check so I cant change the number in my system. I ...by: tom b. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
Allow the wheel on my mouse to roll through the transaction list in ...
We have several humdred transactions in multiple bank accounts and it would be nice to wheel thru the listings instead of hitting the up and down buttons. Steveby: Steve R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
1
On our cost-based AIA Bills, we need to be able to enter Stored ...
On Cost-Based AIAs, we NEED to be able to enter an amount for Stored Materials for each contract line item. Perhaps allow us to enter an amount for stored materials ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
Let us use Job Central to set up Cost-Based Contracts.
In Job Central, on the "Billing" tab, under "Type of Contract", add an option for "Cost Based". Then prompt for the information required on Cost Based Invoices - Rate ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
For Contract setup, allow us to press a button and have all of the ...
Many times our cost codes match the contract items. Let us press a button to copy all of the cost code ids & cost code descriptions into our contract items and contract ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
When entering an invoice against a PO/Commitment I need to be able to ...
In AP when entering an invoice against a Commitment, there is a window that pops up to allow you to pick the line item of the PO/Subcontract. This window is missing ...by: Marilyn B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
With Auto Reversing GL Entries, generate the original and the ...
Currently we first set up the Auto Reversing Entry, then we Generate the entry. Then we Generate the reversing entry. Please consolidate the process.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
1
AP default accounting date not available on default invoice date ...
The accounting date is available on the entry screen if default accounting date is set for entry date. But the field is not available if the default date is the invoice ...by: Fran H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
customer name lookup in quickbill task
When entering quick bills, only the customer id shows. Please allow a best fit for the customer name as well.by: Jennifer S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
There should be a way to have your print order by job but still have ...
There should be a way to have your print order by job but still have your suppliers print on one check. In the setting, next to or under print check order, you could have ...by: Heather I. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
In Cost based billing, we need to Bill retainage/Hold Retainage/show ...
Our client needs to be able to handle retainage for each contract item the same way we handle retainage on a contract based invoice. We are coming from Maxwell. We ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
6
Allow us to add a cost code or category to a job on the fly when ...
Perhaps add a check box to AP Settings to allow us to add Cost Codes/Categories during Import Invoices.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
CM Reconcile
Add options to Reconcile and Edit Register similar to 'Quick Check' and 'Clear Check' for Electronic Payments. Since AP sends individual entries for each vendor instead ...by: Jeannette E. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Allow us to move Bank accounts to another data folder.
Let us move the bank account from one data folder to another. We need to be able to archive the old bank accounts.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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