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Votes
1
job deletion warning
JC setup and then [Delete] of a job, it has been tested that if they input a cash receipt to the Job after creating it, and that total is in the Receivables tab, it will ...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
2
Ability to record a manual EFT check without permission to Print ...
Currently, in order for a user to record a manual check and have the ability to select the Payment Type "EFT", you have to provide the "Print Checks" permission to a role ...by: Jackie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
18
export to xlsx format
please update accounting and estimating to export reports and estimates to current excel .xlsx format. i know that newer versions of excel can open the legacy version. ...by: Jason R. | over a year ago | Last activity about a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
stored material retainage and AIA formats
Currently, retainage is allocated between Stored Materials and Completed Work (lines 5a and 5b) based on a ratio of Stored Materials to Total Completed & Stored to Date. ...by: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
7
Develop an XML format for certified payroll reporting that can be ...
All California contractors working on public works projects are required to submit their certified payrolls to the Dept of Industrial Relations web site. Only two ...by: Debbie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
3
In My Assistant make a way to replace one email address with a new ...
For example if an employee is no longer working for us who is sent several reports out of MA and we have a new employee who will be taking over the position for the one ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
job description as column on Requisition view in PO
PO- customer wants to see Job Description as a selectable column in Tasks Requisitions gridby: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
3
In Property Management, Let us mark a Tenant as inactive, and then ...
Let us inactivate tenants like we can vendors.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 5 Property Management
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Votes
3
Customer status from active to on-hold to happen automatically based ...
Customer status changes from active to on-hold are very fluid. Currently, there is no way to accurately assess a customer's status without a manual review of the AR ...by: angeleke t. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
3
Have the ability to place customers on "hard hold" rather than the ...
Currently, customers on hold can still be selected and used from every module for any kind of entry. It would be a good idea to have the option to place the customer on ...by: angeleke t. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
23
Ability to move a portion of a cash receipt from one customer to ...
It would save time and be much more streamline if a portion of a cash receipt could be moved from one customer to another customer once the cash has already been applied ...by: angeleke t. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
4
AP - Insurance Noncompliance
Modify the insurance compliance "Override" to work at the Invoice entry level. This will eliminate the need to select "Ignore" for every invoice entry made that has ...by: Michele G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
12
Billings Module - Cost Based Invoices - Change Work-in-Progress
It would be very helpful to have the ability to click on the column headings in Change Work in Progress and have a different sort option that what automatically appears. ...by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
3
When setting up Vendors, it would be helpful if i could specify if ...
When setting up Vendors, it would be helpful if i could specify if they or WBE, MBE, LBE etc, etc. This would be very helpful when trying to meet WBE/MBE compliance ...by: Abigail T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
Payroll Types need to be customizable.
Need to be able to customize payroll types to allow for more freedom of coding various payroll ID's.by: Dona H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
1
Service mgmt - Work Order By Status Report
This report should include which "Center" you would like to view work orders from. Our company hase different centers run by different individuals and it would be more ...by: Jill W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
4
Electronic signature of Purchase Orders.
We currently user Sage and Timberscan but still have to manually approve purchase orders. Once approved then it would be nice if approval for invoice did not need ...by: Sondra E. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
57
AP - We need the ability to combine 2 Vendor ID's to retain ...
If a vendor accidentally gets set up twice each with a slightly different Vendor ID, there is currently no way to combine the two ID's to keep both transactions histories ...by: Jennifer C. | over a year ago | Last activity about a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
6
Sage CRE 300 Update 15.1 is slow!
Trying to do billings is a nightmare as both the Generate WIP and Print Preview sometimes take several minutes. PLEASE FIX!!by: Rachel D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
When sending documents through PJ (i.e. Transmittals, RFI's, Change ...
When sending documents through PJ (i.e. Transmittals, RFI's, Change Requests, etc) you should be able to send one email to all contacts rather than one email per contact. ...by: Ben R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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