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Votes
5
accounts payable contacts
Contacts set up in AP or AR should flow to Address book.by: Wendi R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 checkby: Chevon R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Denise D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
0
last payment info on commitment record is incorrect if not check ...
whenpby: carmen m. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
PJ Change Requests do not show on the CR Log-Oustanding (CR) if ...
Change Requests do not show on the CR Log-Oustanding (CR) if unlinked from a Change Order previously approved: Removed CR close, save, then go back to CR detail tab, in ...by: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
3
Drawing Log
Setting up new drawing item and there are already enough items to extend below the form window. It would be helpful if a user could scroll within the list instead of ...by: Ellie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
4
Provide option in JC under Job Setup to use PJ or JC Change Management ...
With the new upgrade, jobs by default are setup to use PJ change management method. One of our divisions uses PJ while another does not. IT would be great if there was an ...by: Bethany L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
7
Sage Estimating SQL should create a estimate file for PJ Change ...
Sage Estimating SQL v16.11 does not create a .pee file. The .pee file is needed for a PJ Change Request when you want to import an estimate that is already created. The ...by: Cory H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
How about simplifying the process of cutting joint checks so you don't ...
Also, linking the joint payees and amounts against the filed preliminary notices would be awesome! Don't ya think?by: Angie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Ability to stop people from entering commitments over the estimate ...
The ability to stop people from creating a Commitment for more than the Total Estimate. Make them get a change request approved first would make sense. Not sure why there ...by: Anthony I. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
4
Invoice Register report with ALL invoices with check numbers that can ...
Combine the invoices by job, paid invoice report and the paid invoice register to have 1 report that shows all invoices, if they have been paid or not, if they are owed ...by: rebecca m. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
1
Document Designer Add's
1st let me say that whoever came up with document designer is a genius! We love it and once I played around in it a bit, I found it very user friendly and is a major ...by: Karri R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
3
In Project Management, when entering Change Requests, after I enter a ...
If I've entered 10 lines and realize I have the incorrect Contract Item on each of the lines, I am unable to just change the contract item on each line. I have to delete ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
1
Prohibit users from creating extras through PJ change requests
Users are currently permitted to create a new Extra when they specify the extra in a PJ change request line item. This is being done even though we have NOT permitted ...by: Stephen B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
1
Edit Feature for Commitment Numbers
Users desperately need to be able to edit Commitment Numbers after saving them and before they are linked to invoices. Typos are made all the time and only after all info ...by: Catherine R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
1
Billing and Pay Rate Tables - option to Inactivate
It would be nice to have the option to inactivate Billing Rate Tables and Pay Rate Tables that are no longer used. I am not ready to delete them, but would like to make ...by: Rachel D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Mary Jo H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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