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Votes
3
Meeting Minutes Template
Have the ability to either copy or create a Meeting Minute Template - example given was every project might have safety meetings and the 1st meeting will need to cover a ...by: Bill K. | 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
Auto number Field Reports
Have Field Reports auto number each time you start a new report. Currently you must number - TUG class requestby: Bill K. | 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
PR - Store custom field data with checks in current.prt
We utilize a number of custom fields including those for insurance plans etc. We would like it if the custom field data at the time of the check is stored with each check ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
Have the system automatically generate the next Commitment Number
Store 2 settings on the job record that determine how POs and Subcontracts are numbered. Store a "PO Prefix" and a "Subcontract Prefix". Then have the system ...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
6
When entering an invoice into AR, could you not allow an invoice date ...
When entering and invoice date that is in a closed period, it gives a soft warning that the period is closed. Could this be a hard warning?by: Cathy W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
5
Seperate invoice date from accounting date for work order billing
Currently invoice date is used as accounting date for SM Work Order Billing. Separate dates for accounting date and invoice date is a common operational objective for ...by: Kris L. | over a year ago | Last activity over a year ago | Status changed 7 months ago | 3 Service Management
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Votes
2
PO & EQ Prefix - Let PO use a prefix that is different than the ...
When entering a PO that is linked to a piece of equipment, the general ledger account number entered into the PO must have the same prefix as the default prefix that is ...by: Frank S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
7
Print certain pages of report, not entire report.
Was available in V13, but not in 14.by: Erick S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
9
In SM, be able to enter both positive and negative line items on a ...
In Service Management, if a vendor invoice or credit note has both returns and new purchases on it, I should be able to receive it as one invoice or credit note, ...by: Aaron C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
7
in the ACA default settings there needs to be more than one field for ...
see summaryby: Steven R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
Make available in Aatrix the Modified Business Tax Return – Nevada ...
We would like to request that Aatrix make available the Modified Business Tax Return for Nevada. TXR-020-04by: Kippy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
5
Add custom date fields to the entry grid for all screens in compliance ...
I have a client that needs to track dates that information was sent to the owner and dates that the information was returned to the subcontractor. They would need at ...by: Will 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
11
Contract item ID's Longer, More Flexible and Dynamic
Increase the Contract Item ID's to a longer number of characters, and also be able to insert a dash, or a period to make them correspond to item id's on a master schedule ...by: Shelley 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
7
Make F4 Function Work in Contracts For Customer and Job Fields (when ...
When Setting Up Contract Items, If you forget to link the Job and Fill in the customer field on the first contract item, then they have to be entered individually on each ...by: Shelley 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
1
General Ledger, being able to print multiple trial balances at one ...
We have many sub entities and every month we need to print trial balances for each entity. You have to go to report and then highlight the entity prefix each time you ...by: Maria 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
submittal and custom column headings
Allow the column headings for dates to be customizable by client. Would like to see or add date sent to architect, date rec'd from Architect, date sent to estimator, ...by: Gaylene W. | 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
In Service Management when not using payroll so techs are setup like ...
In Service Management when not using payroll so techs are setup like parts on order, when we roll e cards and with a status of notified is set when the card is rolled, ...by: Kathy L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
3
Safety Violation notice
We do have Safety Logs, and a way to enter a Safety issue. We do not have a Safety Violation Notice. This is needed.by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
29
PASS INSURANCE FROM AP MASTER TO EXISTING COMMITMENTS
Sometimes insurance information comes in after commitments have already been created for new vendors. Being able to enter the insurance information ONCE into AP Vendor ...by: Donna A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
inquiry address accounts payable without Inquiry Designer
In the AP Inquiry > Vendor Inquiries > Address/Phone List, please provide the address 1 and 2 fields, city state and zip as a default without having to add it permanently ...by: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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