• Votes

    1

    IV - stock transfers insufficient quantity should handle like stock ...

    Stock issues stops at the line when insufficient quantity which prevents the program from locking up during posting and is more efficient because it shows which is ...
  • Votes

    1

    HIde N/A Fields In Paperless

    More fields than we need to see/use and clutter the entry and review screens for users. It draws attention away from entry fields that are important. I have turned tab ...
  • Votes

    1

    Direct Deposit(EFT) Routing Verification Report for AP Vendors

    I find the Direct Deposit Routing Verification Report in Payroll helpful and would use a similar report in Accounts Payable.
  • Votes

    1

    Allow GL budgets to accommodate companies with different year ends (ie ...

    We want to use the budgeted amount on our reports and financial statements. However, we can only create one budget for each year and if the companies do not have the ...
  • Votes

    1

    Purchasing - In PO Enter Receipts allow filter by Status

    I'd like to filter to see all "Pending" Receipts (including those with 0 received - which the "receipts not posted" report does not show). The status of Pending causes ...
  • Votes

    4

    Inquiry Column option to delete multiple columns at once, and ...

    Example. AR Aging inquiry usually has several columns for current, 30 day, 90 day, 120 day.... if any of these columns are blank, I would like the option to exclude ...
  • Votes

    1

    Project Management, Change Request find window, need a way to sort the ...

    Would make finding/editing change requests quicker. Example: Have to look up in inquiry pending change requests to find the numbers of the pending changes, then go into ...
  • Votes

    1

    More Default Payment Types in Vendor Setup

    There should be an option to add additional Default Payment Types, cheque and electronic are not enough. There's also credit cards and Billpay (a different kind of ...
  • Votes

    2

    Hide retainage in Select Invoices to Pay Window and add Total

    There's an option to show Retainage invoices only, so why not have the opposite and hide them? It's hard to see what invoices are actually Outstanding, when there's a ...
  • Votes

    1

    Pretax Amount- Commitments

    When track taxes is turned on in AP, a new field shows up in the Commitment screen called "PreTax Amt". This field is not stored anywhere so I can not use document ...
  • Votes

    1

    Contract Billing Items: change contract status back to approve ...

    When you close the Contract in Contracts, it closes all subsequent contract billing items. However, if you re-approve the Contract, it does NOT re-approve all subsequent ...
  • Votes

    2

    Affordable Care Act Compliance Printable option

    The tool under Task Affordable Care Act Compliance we need an option to print the report out with counts and calculations. instead of Screen Capture.
  • Votes

    3

    Print to File Setting under Options should be selected at the User ...

    Some users like to print their journals to the printer but others prefer to have them printed to file with the specified folder organization available in the Options - ...
  • Votes

    1

    Additional security to view vendor EFT info

    Would like to be able to add an extra level of security to prevent some users from seeing the vendor EFT information
  • 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).