• Votes

    1

    In SM, in Work Order Entry, move the Call Type field to follow the ...

    In work order entry, Call Type field should be moved to follow Equipment Field. Right now, if you have a default set under agreement to inspection for generating ...
  • Votes

    2

    How about simplifying the process of cutting joint checks so you don't ...

    Also, linking the joint payees and amounts against the filed preliminary notices would be awesome! Don't ya think?
  • Votes

    5

    Reference Field in AP Record Manual Quick Print Checks when doing EFT

    Put the Reference field in AP Record Manual Quick Print Checks when doing an EFT in Custom Descriptions to allow for 20 characters of text.
  • Votes

    1

    Offset accounts visible in CM from AP Transactions

    Currently, the offset account is blank in CM Edit Register when looking at transactions originating from AP. Allow the offset account to be seen in CM Edit Register from ...
  • Votes

    6

    In payroll let us enter negative earnings and have the system ...

    At times we need to move earnings from one job to another. Let us enter negative hours and earnings against one job and positive earnings against the correct job. ...
  • Votes

    6

    In Paperless, let us route by customer

    Please let us set up a routing rule by customer so that all documents for a specific customer can be routed to one Project Manager.
  • Votes

    1

    Import Workers Comp Tables

    I would like to create new WC Tables for some jobs that contain phases that are not Standard, however I do not want to type out every phase range for each table because ...
  • Votes

    2

    Have JC - Job Table Store Last Contract Invoice Date for Contract ...

    Have JC - Job Table Store Last Contract Invoice Date for Contract Associated with Job.
  • Votes

    2

    Have JC - Job Table Store Last Year Work Billed Amount (LYWB)

    Have JC - Job Table Store Last Year Work Billed Amount (LYWB) We need to look this up fairly often and or report on it and it would make doing so much easier.
  • Votes

    2

    Have JC - Job Table Store Last Year Cost Amount (LYCosts)

    Have JC - Job Table Store Last Year Cost Amount (LYCosts) We need to report on this fairly often and having this field available in the table so we can put it in ...
  • Votes

    3

    Please include change of job status in JC transaction table

    Please include change of job status in JC transaction table. We need to be able to report on when a job was marked closed from within the JC transaction table.
  • Votes

    6

    Printing journals automatically to a file should be able to be chosen ...

    Some journals contain little to no useful information (Job Setup Journal, Billing Journals), but other journals are useful and should be reviewed for errors (AP, PR) Also ...
  • Votes

    2

    Have the option to auto-generate default home page on desktop in 16.1

    Have the option to auto-generate default home page on desktop in version 16.1 when opening desktop. The home page opened automatically in previous versions
  • Votes

    3

    Please add a report to your payroll system showing an employees wages ...

    We are in Connecticut and have workers in New York. Up until this year, on the W-2's it was possible to tell the wages and taxes earned in each state. This year ...
  • Votes

    3

    In the Payroll System it would save time and money not to have to ...

    we have 250 employees who are on direct deposit. Some of the employees do not want a copy of the deposit slip. Each week we have to print them off and throw away the ...
  • Votes

    1

    Indefinitely suppress Possible Relationship Inconsistency warning ...

    We run a nightly process involving SM, IV, and JC. Once or twice a week, a "Possible Relationship Inconsistency" warning will prompt when either the module is loaded or a ...
  • Votes

    3

    Prevent the same user from running multiple instances of the same ...

    There are times that a user will accidentally log into the same module (Job Cost for example) more than once. Is it possible to give a warning when you already have a ...
  • Votes

    4

    Projected Billings

    We would like to enter the projected billings by month for each job when we setup the job. We would like to be able to run reports with a date range to determine the ...
  • Votes

    4

    AP vendor totals life to date

    Unless I am missing seeing it (if I am please let me know where to find it!!), there are not life to date vendor totals stored in the AP Vendor Master. This is a basic ...
  • Votes

    6

    Union Class standardized list

    Allow the setup and creation of a standardized Union Class List. This Class list can then be used with multiple Union and Union Local setups.