• Votes

    3

    Keep original charge description after applying an open credit.

    After applying an open credit to rent, the description of the charge changes from "rent" to "apply credit". This new description appears on the detailed aged receivable ...
  • Votes

    2

    Allow Aatrix software to access history file in payroll

    Allow the Aatrix certified payroll report to see history file
  • Votes

    3

    Schedule of Values input

    To be able to insert a line when typing in a new Schedule of Values in Contracts or Job Central. The system won't let you go back up and insert a line if you ...
  • Votes

    8

    Keep projects in Job Cost open but limit cost transactions

    Right before switching a job to closed, we want to keep the project open so it pulls onto the WIP however limit AP/PR to post cost on accident. Would like to see a lock ...
  • Votes

    3

    Allow Transaction types to be changed in Property Management

    Instead of deleting and recreating a charge allow the transaction type to be changed the the Change Entries task.
  • Votes

    3

    Check Journal- Needs more characters

    The Check journal that prints off to printouts( IE has the check information that doesn't fit on the stubs) Needs to have more characters/spaces between the invoice ...
  • Votes

    1

    Job Cost Report

    There is a need for a report that contains the following. 1. Detail Date Vendor Budget Cost paid Balance Check Number and Detail (Incase the purchase was ...
  • Votes

    1

    RP Retainage Summary report is inaccurate and NEEDS to be fixed.

    It does not correctly display the balance of retainage in the AP application compared to the applicable GL account. But it's listed as the default report to use when ...
  • Votes

    2

    Multiple Billing Rates in SM

    We bill our Technicians services based on the skill level required. For Example, we charge a lower rate for someone just picking up trash than we do for HVAC services. ...
  • Votes

    1

    SM - Inventory Sales Price to Override Mark Up in Table

    Why wouldn't Inventory items with a sales price attached to it override a mark up table %? What is the point of putting in a sales price amount in inventory if it going ...
  • Votes

    7

    Delete "Categories", "Cost Codes", and "Extra" at the same screen at ...

    Easier way to delete "Categories", "Cost Codes", and "Extra" at the same screen at one time. I have 100 Cost Codes with 10 Categories each that got imported incorrected ...
  • Votes

    2

    Find out why drag and drop functionality will not work on Windows 10.

    The drag and drop functionality that Windows 7 had is not functioning in Windows 10. For example … Under Project Management --> Document --> Drawing Log you could drag ...
  • Votes

    2

    Make AR Status Notes ODBC replaceable (to reduce time entry needed to ...

    Make AR Status Notes ODBC replaceable (to reduce time entry needed to update them)!
  • Votes

    1

    Make a module that is an employee self service app for HR related ...

    Make a module that is an employee self service app for HR related items that ties with appropriate controls (PR approve all), audit trail, and reporting (all changes).
  • Votes

    3

    Improve your electronic timecard.

    You have a timecard. Make it more competitive with other timecard programs. We need to be able to set rules and ideally approval. It needs to be able to calculate and ...
  • Votes

    3

    Need better Forecasting/WIP functionality

    There needs to be a better way to forecast and look at WIP into the future. Currently it can't be broken down within the system between cost codes and time frames. ...
  • Votes

    1

    In PR and JC make it so Pays that are "other" type have the units go ...

    In Payroll, pay types setup as Other have other units associated with them in payroll tables, however in Job Cost the units are not posted. This creates an issue because ...
  • Votes

    9

    In PR have a separate field for first name, middle name, last name, ...

    We need nickname as a field - it's common in other software and allows better tracking and cross reference of employees. It would also be nice if the existing name ...
  • Votes

    3

    Make it so when we upgrade, if you've added a new field, we can ...

    Make it so when we upgrade, if you've added a new field, we can convert the existing custom field to go into that new field and delete the custom field we had setup to ...
  • Votes

    3

    Change Request

    I would like to be able to copy multiple lines and columns of data from an Excel spreadsheet and paste it into the Price/Cost Estimate tab of the Change Requests in a ...