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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
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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
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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
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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
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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
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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
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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
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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
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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
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Votes
8
Import Certified Indicator in Payroll Import Time
We have several jobs that are certified, but some of the Cost Codes are not. We have the Certified? indicator in our import file. However, if the job is marked ...by: Cheri K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
The web browser used in the desktop app is in need of upgrade.
Our web page does not display in it properly and its not all that fantastic, built with pretty standard aspects of web design. Wordpress 4.7 PHP Jquery That's it. Any ...by: Dale E. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Accounts Receivable adjustment descriptions need to be accessible via ...
When entering an adjustment through AR > Tasks > Enter Adjustments, you have the option to enter a Reference and a Description. Both are text boxes. When then ...by: John D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
4
Accounts Payable vendor info during invoice entry
Please display the vendor's 2nd address line and its Receives 1099 indicator during invoice entry. There is plenty of space in the window for this task.by: Denise L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
AP Vendor Insurance Info to prefill to PM Commitments then to prefill ...
The Custom Fields setup in the Commitments automatically prefills out Custom Contract Tracking Log. The Accounts Payable Module needs to automatically prefill to the ...by: Pierrette S. | 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
employee identification and expiration dates
We have employees on Authorization work permits and work Visa's that have expiration dates. Would like to have a field where we can enter the identification numbers and ...by: marco s. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
1
Create Lien releases on our behalf
We can create lien releases for our subcontractors and AP vendors, however, there is not an option to have lien releases created for a Job on our behalf so that we can ...by: marco s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
5
Ability to Change Payroll Check Face and Stub
Ability to change the Payroll check stub and face just like you are able to do in AP. You did it in one module why can't you do the same in the other??!!??by: marco s. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
1
Prevent other users from accessing Equipment during close
It would be great if when I am closing a module ALL dependent modules would be locked out until the process is complete. For example: When I go to close the Equipment ...by: Leigh 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
1
Have Year to date Accumulation Period Totals in Job Setup
Why is Job Setup missing Year to date Accumulation Period Totals? I am trying to build a formula to calculate the Total YTD Cash Out per job and I need that field.by: Teresa W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
4
Rearrange the order and position on the customs tab in employee setup
to be able to rearrange the order and make fields side by side. We have certifications that need expiration dates and license numbers. I don't want to have a list ...by: brandon k. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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