• Votes

    1

    Document Management: Inbox defaults

    Document Management: Please make it possible to default all the Inboxes to NOT have "Show recent messages only" checked. If someone doesn't approve an invoice right away ...
  • Votes

    4

    It would be very helpful if there was a way within the Vendor Set-Up ...

    There are times when, after a sub-contractor has begun working on-site, but before they have invoiced us, we discover a need to place them on payment hold. Being able to ...
  • Votes

    1

    In equipment module why can't credit account on cost entries be locked ...

    In equipment module why can't credit account on cost entries be locked to repeat field? Would like to be able to - to save large amount of time in entry.
  • Votes

    1

    standard cost code increase number of standard categories from 12 to ...

    JC Setup Standard Cost Code, standard cost code increase number of standard categories from 12 to 20
  • Votes

    27

    Credit Card Management: Import transactions direct from CC company

    I use Quicken at home for personal use, and with that, I enter my receipts as they occur, and then once a month can download my activity direct from the credit card ...
  • Votes

    1

    PO Module-Allow users to tie a job number to a location when entering ...

    Allow a job number to be tied to a location in the PO module, to avoid duplicate entry.
  • Votes

    3

    Allow users option to list multiple change requests under one change ...

    I had a client ask if I could list multiple "Change Requests" under one "Change Order" in a specific order. At this time, they automatically list in numerical order. It ...
  • Votes

    6

    Size of window & Filter for AR payment application

    I would like to request that the window when applying payments be made computer size like other similar screens. Also, a Find or Filter function when applying payments ...
  • Votes

    3

    Spreadsheet reports - reports option screen needs to be larger

    The layout screen should be able to be re sized to a larger window view to be able to see more information in the layout screen.
  • Votes

    4

    New Releases should work a least as good as previous version

    The SQL version of timberline estimating is unable to migrate the spreadsheet reports from the pervasive options file. With out this the software is incomplete.
  • Votes

    4

    Ability for unlimited user performing backup or close month tasks to ...

    Sometimes applications are locked up or users may forget to finish tasks and exit Timberline applications before leaving their workstation for extended period.
  • Votes

    4

    Easily import properties when bought and sold

    I would like to have a function where you can import all information from a property into a new property number. Yardi has this function, and if sage had it too, it would ...
  • Votes

    2

    Review Assembly feature, include name of operator in the MS SQL ...

    The audit trail should show the name of the person that made the change in Review assembly. when companies see changes that have been costly, they want to know who is ...
  • Votes

    7

    Blanket Customer PO's #'s

    There needs to be a set up where we can put a customer's blanket PO # under their customer set up so that it automatically gets entered in every job that is set up for ...
  • Votes

    2

    Billing per customer's operating hours

    There should be a way in the customer set up where we can have the system calculate the billable hrs by the customer's store hours. EX: I have a customer who's contract ...
  • Votes

    7

    Scanning work orders and attaching to job in SM

    To eliminate paperwork loss or the amount of paperwork being passed around from tech, dispatchers, billing dept, etc., there should be a way to scan work orders or other ...
  • Votes

    9

    Billing check list per job/customer

    There should be a tab for a billing check list. A way for the billing dept to make sure all forms are received for that certain customer. EX: If a customer requires a ...
  • Votes

    2

    PJ Change Request - Option to reorder Lump Sum / Time & Material

    Request the option in PJ Change Request to show Time and Material first in the drop down selection if preferred.
  • Votes

    1

    Our JOC contracts require RS Means databases and allows pricing ...

    Our JOC contracts require RS Means databases and allows pricing updates quarterly. Request EE move from annual to quarterly updates of RS Means databases. If not we ...
  • Votes

    1

    Archive Leases, select specific lease revisions

    You can only archive by cutoff date criteria (end date or move out date) or all the leases associated with a property. I find that rather limiting and useless. For ...