• Votes

    6

    Move "Delete" Buttons away from the other buttons

    The Delete or "X" button for "delete" is too close to the rest of the buttons in several modules which can accidently be hit instead of the intended button. Often times, ...
  • Votes

    1

    CM secuirty -

    When you setup Security fro CM Bank accounts - even if you are not part of the security group assigned to Bank Account you can write checks on that account. only ...
  • Votes

    7

    The ability to customize the background screen by data folder.

    I perform the same tasks in multiple data folders and often catch myself almost (or actually) posting into the wrong data data folder. Would be nice if it was more ...
  • Votes

    2

    In CM Set Up Assistant, omit Completed CM accts from Select Bank Acct ...

    In Step 4 of CM Set Up Assistant, there is no need to see the list of CM accounts that have their set-up completed. Please omit those so that one doesn't have to scroll ...
  • Votes

    2

    In CM, have a Bank record to link CM accts to

    Instead of entering the same bank info for every account that is at that bank, have a Bank record that we can link CM accounts to.
  • Votes

    25

    ADDING A DBA LINE FOR PAYABLES VENDORS

    In payables vendors, I cannot find a place to add the dba for a vendor other than on the address line.
  • Votes

    8

    Show G/L account description on journal entry print out

    It is helpful for reviewer, or someone who is new to the company if the journal entry print out showing the account description. Otherwise we have to drill down and look ...
  • Votes

    46

    Increase the number of characters in the invoice number field in ...

    We have multiple vendors whose invoice numbers get cut off because the field does not allow enough characters. Please increase this limit. Thank you!
  • Votes

    15

    Increase the number of characters in the check number field in Job ...

    We have multiple customers whose check numbers get cut off because the field does not allow enough characters. Please increase this limit. Thank you!
  • Votes

    1

    Re Estimating Crews -

    Increase the crew length from 20 to 40 characters. Need the extra length with larger crews with different resources like formen, helpers, labourers, and then having to ...
  • Votes

    3

    Ability to sort by an individual column or sort by labor cost codes.

    Once the job has Estimated i would like to be able to sort by labor cost code. Right now it is not possible to sort by column and i cannot create a spreadsheet layout ...
  • Votes

    16

    Let us copy an existing quick bill into a new Quick Bill

    Sometimes the bill is exactly like a previous bill, except for the date & invoice number. Add a [copy] feature to let us copy a previous Bill.
  • Votes

    1

    zip code

    Pull city state in all app's from Zip code entry like Sage ERP-90
  • Votes

    9

    Change the title of the Payment Date field on the invoice record to ...

    There's Payment Date on the invoice record which is when the invoice should be paid by and there's Payment Date on the Invoice Payment record, Dist Payment record, Check ...
  • Votes

    6

    Need a view in SM for EQ at all locations

    Need to be able to track quipment from site locations without knowing the location
  • Votes

    1

    Meeting Minutes "Hide/Show Col" is useless

    Under the Items section of the Meeting Minutes, if you right click over a column, there is an option to "Hide/Show Col". That option allows you to customize columns, such ...
  • Votes

    5

    Allow PJ to send an invoice request to the AR

    Our project managers manage the projects to the extent that they let accounting know when to invoice the customer, how much, and why. There is nothing in the system that ...
  • Votes

    3

    Add Custom Fields to Change Request and Change Orders

    Very little flexibility in terms of adding information to properly keep track of Change Requests and Change Orders. These fields are important to accommodate each ...
  • Votes

    4

    Allow Custom Description of Field Reports Fields/Titles

    It makes no sense that one cannot modify the titles of the columns in each tab for the Field Reports, since each company might use them for different things, especially ...
  • Votes

    7

    Add a sort functionality to the custom logs

    I want to be able to sort by a particular column in my custom log. An alternative option would be to provide a filter function.