• Votes

    5

    accounts payable contacts

    Contacts set up in AP or AR should flow to Address book.
  • Votes

    3

    Add the ability to select a secondary vendor when entering an AP ...

    Add the ability to select a secondary vendor when entering an AP invoice without having to issue a joint check
  • Votes

    2

    JC change orders should be a table field like extra is

    Our old accounting system tracked change orders using another field called CO# (like the extra field) that was available in all modules. This allowed for us to report on ...
  • Votes

    3

    In Change Requests, on the Price/Cost Estimate Tab, let us import from ...

    Many of our CRs are repetitive, and we would like to Cut & paste the lines from Excel.
  • Votes

    2

    In PJ - Job Setup - Change Management Tab - Let us set up a change ...

    We would like to enter repetitive line items that should appear on every Change Request. This could work just like the Markups, but would populate the line in the ...
  • Votes

    3

    In Commitment screen, we do not want retainage to autofill when in ...

    When entering a Commitment there is a drop down menu for Retainage that automatically fills in with 10% (which I believe is a company preference. But we want it to ...
  • Votes

    3

    On Commitment Screen there needs to be "Previous" and a "Next" buttons ...

    When in the Commitments screen, there needs to be "Previous" and a "Next" buttons so it is easy to scroll through the entered Commitments.
  • Votes

    4

    On the Commitments screen have a "Print" button to print Purchase ...

    The Commitment screen should have a "Print" button that allows the user to print the Purchase Order right from that screen without having to go into Reports to do so. ...
  • Votes

    1

    After entering and editing a Commitment remove the requirement to ...

    After entering and editing a Commitment remove the requirement to click the "Finish" button. This is a waste of time and paper that the system must print a page each ...
  • Votes

    2

    Commitment screen "List" button box should have more information.

    On the Commitment screen, the "List" button on the bottom should have more information in the box that pops up. The Commitment number should be listed as well as the ...
  • Votes

    1

    In Field Reports, PR time, add the Category Column

    At times we need to be able to change the category the labor is going to.
  • Votes

    6

    In SQL Estimating, let us push an estimate into Sage300CRE as a Change ...

    We have estimates that need to hit a job as an Estimate Change Order (vs. an Original Estimate). In PJ, let us import the estimate into a Change Request. Also let us ...
  • Votes

    2

    In Field Reports - Enter Payroll time, let us enter the certified ...

    At times we need to indicate that the hours are not certified. At times an employee's time needs to be charged to multiple certified classes. Project Managers are not ...
  • Votes

    4

    Commitment cost code description length needs to be longer. Not enough ...

    Commitment Cost Code Description length needs to be longer. Not enough room to give good description of work to be done. Would love to see at least 75 characters ...
  • Votes

    1

    Sales tax is included in the commitment window

    It would be helpful in PJ to be able to enter if sales tax is included in the commitment window
  • Votes

    3

    Import DrawingSets into Log

    You need to include an option to import drawing Sets into the log. When you have 500 drawings, it takes way too much time to enter them one at at time.
  • Votes

    3

    Drop Down for PJ Job Set Up for Type & Market Type as well as Unit ...

    Would like to have drop down access on PJ Job Set up to allow only a set choices for Type, Market Type and Unit Desc. This would make sorting in our report sections to ...
  • Votes

    3

    Copy submittal log from one job to another

    It would be very beneficial to be able to copy a submittal log from one project (job) to another. Please consider for future releases.
  • Votes

    1

    It would be very helpful if you could Copy Meeting Minutes to carry ...

    Copy Meeting Minutes over from one job to another
  • Votes

    4

    Let us enter correspondence for closed jobs

    Once a job's status is changed to "Closed", we can no longer enter correspondence for a job. Please just give a warning such as "The job is closed. Do you want to enter ...