-
Votes
2
Change restrictions on open/close period - Not always 23 periods
I would like my accountants to be able to Open/Close periods 1 to 2 months back from the current period but no further. This would allow them to make entries after the ...by: Chris R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
1
Service Management - Integration with Equipment application
Service Management needs two levels of integration with EQ. 1) Revenue: Create a link to equipment that can be charged on a Work Order. This should be a separate table ...by: John D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
1
Service Managment - Change material cost code from Problem to Item
For JC Job-related work orders: Labor cost codes are set with the Repair code, so each line can be different with no additional work involved other than selecting a ...by: John D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
3
PM - More balance details on account preview screen
On the "Residents" window (under "Setup") it shows tenants info and even shows what they currently owe. Would be nice to have the last few transactions right on that ...by: EMMANUEL M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 5 Property Management
-
Votes
3
Add a checkbox on Employee Setup - Entry Info - to "Use Job WC State"
Currently the Employee's WC State overrides the State on the JC - Job Setup - Scope & Payroll tab. Normally we want the job to determine the WC State for the earnings. ...by: Tina H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
-
Votes
2
Correcting multiple part numbers for the same item in the Service ...
I have recently taken over the task of cleaning up the inventory data for our company, and over time, employees have inadvertently created multiple part numbers for the ...by: Harvey R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
2
Quick Billing-Clients with multiple Bill to address
In the industry we are in, it could take a day to complete a job or several months, so we currently use Quick Bill. Currently Quick bill invoicing is a very manual ...by: Rachael O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
1
Quick Bill Invoicing-Cost Codes Auto Populate
Currently Quick Bill invoicing is a very manual process. It would be nice to have the cost codes come over from each job once the job number is entered in the job field.by: Rachael O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
2
Create a table for certified payroll classes for each employee on a ...
In the time entry windows, there is currently no way to have the 'certified class' field pre-fill unless a certified class is entered in the employee's setup. However, ...by: Dan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
-
Votes
1
When entering GL Budgets let us add a range of GL Accounts.
Currently when a new property is is purchased and we want to create a budget for it (using an existing Budget type), each GL account for the new property has to be added ...by: Uri N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
change refund apply date
If you accidentally put the wrong date in when doing refund apply in PM there is no way to change the date. After 2 hours of doing the steps recommended article and ...by: Karl M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 5 Property Management
-
Votes
4
Add vendor contact info to the commitment record in job cost.
Add vendor contact info to the commitment record in job cost. Ideally this would prefill from the vendor but be able to be overridden if a vendor has specific project ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
2
Add ability to condition moving PR transactions from history to ...
We do not want to move employees to archives without moving the related PR transactions to archives. Currently you cannot condition PR transactions history to history by ...by: Cheryl B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
-
Votes
11
Allow financial statements to run for future periods. (This is a long ...
Allow financial statements to run for future periods. (This is a long standing request from a long standing customer! :))by: Kay H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
Add the ability to transfer RFI's from one job to another in ...
We have multiple companies and would lik to have the ability to move RFI's from one project to another either within the same company or into a different company.by: Ellie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
6
able to change invoice with bigger fonts without getting error TS5618
able to change invoice with bigger fonts without getting error TS5618by: Siri H. | over a year ago | Last activity about a year ago | Status changed over a year ago | 0 Setup / Environment
-
Votes
5
Print To File - File Name Structure - Add two digit month so that it ...
Under any module, and under tools>Options, if the user is utilizing the "Automatically print journal to file", and uses a <YEAR>_<MONTH>_<DAY> format.....the month ...by: Rory C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
4
We need to have a warning added to AP Invoice settings to give you a ...
It would be nice in the AP Settings, Invoice Settings, Warnings to be able to put a soft warning if the GL account being used has gone over the budget amount entered for ...by: Connie H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
6
credit card for "both" accounting methods
I use both accounting methods "cash" and "accural". Not having the option to process (record) credit card payments because I am on both methods is a real inconvenience ...by: marco s. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
1
PO IV - In grids (like stock issues or any others) if blank line at ...
PO IV - In grids (like stock issues or receipts tasks or any others) if blank line at bottom and you put your cursor to a line above anywhere it always goes to wrong line ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
Welcome to the Sage 300 Construction and Real Estate Ideas site!
