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Votes
2
Clearing Job Holds while selecting invoices to Pay
When you are in the Select Invoices to Pay screen, using the Vendor order, provide a way to easily take a Job off Hold and select invoices without having to come out of ...by: Lee 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
3
Ability to use file locations for address book.
Currently you can use file locations to point to a different file location for the main applications such as AP, AR, JC, etc.... It would be helpful to have this same ...by: Carrie T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
4
Add a way to link company relationships or subsidiaries in Address ...
Client has a parent company with other companies, tied to the parent company. It would be nice to have another tiered relationship in AB.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
2
In AP, disallow ability to bring in PO/Committment when PO module is ...
It makes no sense that if Company's have the PO module and must receive and enter invoices through PO module in order for PO to be properly process and get closed, then ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
10
Can you implement a hard close in all modules similar to closing ...
Can you implement a hard close in all modules similar to closing periods in GL. For example, when you close a period in GL, you can set a control to reject the entry and ...by: Jim S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
Allow resize of columns for Job and Account in AP Enter Invoices
In the distribution section of AP Enter Invoices, our Job and Account column is not showing the whole Job or Account. Those columns should be allowed to "override" the ...by: Patrick K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
10
Move closed contracts to another data folder
Please allow the function in contracts to move closed contracts from (current to current) in another data folder.by: Stephen B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Please create a feature to import information in the setup screens.
I need to add owners accounts in GL and would prefer to import instead of manually entering hundreds of accounts. I also have to manually enter information into PM ...by: DIMITRIOS G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
1
Nacha Files out of PM Module
I can store bank info in the tenant setup screen but it doesn't seem to have any value in keeping this info here. I would love to create a NACHA file out of this to send ...by: DIMITRIOS G. | 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
PJ Owner Change Order Substantial completion date why does this date ...
PJ Owner Change Order Substantial completion date why does this date not update on all owner change orders unless changed.by: Kathryn G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
8
SM transactional reconciliation to GL
Add standard reports to reconcile SM transactions to GL 1. Group by GL account 2. Date range by accounting date 3. Functional with either WIP Accounting turned ...by: Kris 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
2
In AP Enter Pending Invoices deductive commitment change orders don't ...
In Accounts Payable when entering a pending invoice in the distribution table on additive commitment change orders the software autofills the amount of the line item but ...by: Florence K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
12
Close commitments by job with one click instead of having to close ...
It is cumbersome to close commitments as they have to be done individually through multiple "clicks". My suggestion would be to have one button to "click", maybe either ...by: Terry B. | 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
code deposits to employee and deduct id
We received cash from an employee and need to post it as an offset to the employee and a deduction id so that their balance in the deduction id is accurate. Our previous ...by: Erin A. | 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
Need a view in SM for EQ at all locations
Need to be able to track quipment from site locations without knowing the locationby: Jeanette M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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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 ...by: David T. | 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
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 ...by: Keegan O. | 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
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 ...by: Manuel T. | 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
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 ...by: Manuel T. | 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
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.by: Camille M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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