• Votes

    1

    Version 17.1 and 18 ODBC Hotfix

    This is in regard to the Hotfix for ODBC in KB 91721. Bottom line is the instructions for this "Hotfix" is for us to rename an existing file on our servers and all ...
  • Votes

    10

    Edit Register - return to account selection window after closing

    After clicking Finish or Cancel in the Edit Register box, it would be helpful if the system returned to the bank account selection list instead of closing completely.
  • Votes

    2

    Job Cost Direct Costs Journal Reprint

    When entering a direct costs entry, a journal generally prints out. In the event a printer malfunctions and the journal never prints, there should be a way to reprint ...
  • Votes

    3

    GL account deletion warning

    A warning should be given before deleting a GL account with activity or a balance including in prior year. While running 2017 reports to compare to 2018 we found a few gl ...
  • Votes

    5

    Warn of closed periods in GL entry

    Before posting journal entry should warn if there is a closed period for any of the line items. We have multiple companies that we may post to. When doing a JE for a ...
  • Votes

    2

    Public formulas

    It would be nice to show where the public formula is being used in the system or stop it from being deleted if the public formula is being used in one of the calculation ...
  • Votes

    5

    PR - split direct deposit into more than one account using %

    Split direct deposit into more than one account by % rate automatically. So this does not have to be calculated manually for employees that have different pay amounts ...
  • Votes

    3

    ALLOW PO MODULE TO PAY 30 DAYS FROM RECEIVED DATE

    We have our AP settings set to pay from the received date, however when processing invoices from the PO module (which are the majority of our invoices since we are in the ...
  • Votes

    10

    Desktop Functionality - Add back Macros and File Folder to Favorites

    Cannot add new macros or file folder shortcuts to Favorites. Therefore, the only way I can see to run a new macro is to open the clunky old menu or run from my Windows ...
  • Votes

    2

    Job Setup/Scope and PR tab, "Payroll daily entry control"

    Change the default to "Certified job, require daily entry" instead of "Non-certified job, allow daily entry". Forgetting to change the current default creates a lot of ...
  • Votes

    3

    In Change Requests, on the Price/Cost Estimate Tab, let us import from ...

    Many of our CRs are repetitive, and we would like to Cut & paste the lines from Excel.
  • Votes

    2

    In PJ - Job Setup - Change Management Tab - Let us set up a change ...

    We would like to enter repetitive line items that should appear on every Change Request. This could work just like the Markups, but would populate the line in the ...
  • Votes

    3

    In Commitment screen, we do not want retainage to autofill when in ...

    When entering a Commitment there is a drop down menu for Retainage that automatically fills in with 10% (which I believe is a company preference. But we want it to ...
  • Votes

    3

    On Commitment Screen there needs to be "Previous" and a "Next" buttons ...

    When in the Commitments screen, there needs to be "Previous" and a "Next" buttons so it is easy to scroll through the entered Commitments.
  • Votes

    4

    On the Commitments screen have a "Print" button to print Purchase ...

    The Commitment screen should have a "Print" button that allows the user to print the Purchase Order right from that screen without having to go into Reports to do so. ...
  • Votes

    1

    After entering and editing a Commitment remove the requirement to ...

    After entering and editing a Commitment remove the requirement to click the "Finish" button. This is a waste of time and paper that the system must print a page each ...
  • Votes

    2

    Commitment screen "List" button box should have more information.

    On the Commitment screen, the "List" button on the bottom should have more information in the box that pops up. The Commitment number should be listed as well as the ...
  • Votes

    7

    Can you add YTD hours on the pay stubs????????

    CAn you add YTD hours on pay stubs?
  • Votes

    2

    Allow for more estimated labor hours on a Work Order in Service ...

    Currently, you cannot exceed more than 2000 labor hours.
  • 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. ...