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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 ...by: Denise L. | 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
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.by: Denise L. | 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
Import JC Rate Table data
Create a tool function to import rate table data in Job Cost.by: Alice L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
6
subcontractor compliance managment lien waivers add "sent date" for ...
In the Subcontractor Compliance Management window for lien releases add a column for "sent date".by: Amy C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
In Accounts Payable, add an "AutoPay" feature - print checks for ...
In addition to generating recurring invoices, let us cut checks for those recurring invoices.by: Mary Kay 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
3
In PJ or JC when creating a Subcontract or PO need two different ...
Currently only allowed to set up one default retainage percentage that applies to both Subcontracts and PO types. Need to allow one for each.by: Donna 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
4
MyAssitant condition that returns AP Compliance Warnings
Need to be able to see the AP Compliance warnings that AP receives. Management needs to have a feel of the quantity and type of issues encountered at data entryby: Denise I. | 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
3
Agenda in Meeting Minutes Window
In Project Management it would be nice when you're in the meeting minutes window to be able to print/send either an agenda or minutes when clicking the print/send ...by: John F. | 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
Commitment Change - Auto Generate from PR
Once a proposal request is approved it would be nice if the system would auto-generate the associated commitment changes from the vendor tab. Maybe use the same scope at ...by: John F. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
5
Need easier way to identify out of compliance items in Select Invoices ...
Currently in AP Select Invoices to Pay when a blue C is displayed, in order to see what is out of compliance, you have to click the Compliance Management button. But this ...by: April D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
17
Payroll - Change Posted Time - The need to be able to correct a Job # ...
see "Summary"by: Anne Marie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
Lien Waivers
Need Lien Waivers to only be created if there is a Commitment or Purchase Order. We have subcontractors and suppliers that provide commitment work and provide just ...by: Fay p. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
8
My Assistant notifications need to go to multiple email addressess of ...
Notifications of payment and waivers can only go to one email address of the company you are paying. Most companies want several people to receive the information. ...by: Fay p. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Quick Billing description in General Ledger needs to have description
To eliminate the time of having to go to search by batch and change categories to find the AR invoice number to then go back to the BL module to look up the invoice to ...by: Emma K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
16
Project Manager field in PJ Job Setup
Share Job personnel fields (Project Manager, Superintendent) on JC Job with PJ Job. Project staff should be able to modify those fields.by: Sherry 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
16
AP - Invoices Selected for Payment Report - please add how many checks ...
It would be easier if I know how many checks are needed to print them.by: JANICE 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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Planned
38
Add "Termination Reason" as a standard field in PR Employee Setup for ...
We would like Termination Reason to be a standard field in Employee Setup. The "Termination Reason" field is standard in the Canadian version but not in US.by: Michael K. | over a year ago | Last activity about a year ago | Status changed over a year ago | 6 Payroll
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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 ...by: Val K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
15
Have the ability to "Color Code Each Separate" Company/Database you ...
Maybe the Company/DataBase and TaskBar area. This would help distinguish each company that might have similar names and avoid entry into wrong company/database.by: Lea Ann R. | 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
Have an update to a company address be changed in the contacts linked ...
We tie persons to companies when we set them up in address book. If we change the address for the company we would like the person addresses to update. Right now we have ...by: Richell B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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