• Votes

    2

    How about simplifying the process of cutting joint checks so you don't ...

    Also, linking the joint payees and amounts against the filed preliminary notices would be awesome! Don't ya think?
  • Votes

    5

    Reference Field in AP Record Manual Quick Print Checks when doing EFT

    Put the Reference field in AP Record Manual Quick Print Checks when doing an EFT in Custom Descriptions to allow for 20 characters of text.
  • Votes

    1

    Offset accounts visible in CM from AP Transactions

    Currently, the offset account is blank in CM Edit Register when looking at transactions originating from AP. Allow the offset account to be seen in CM Edit Register from ...
  • Votes

    6

    In payroll let us enter negative earnings and have the system ...

    At times we need to move earnings from one job to another. Let us enter negative hours and earnings against one job and positive earnings against the correct job. ...
  • Votes

    6

    In Paperless, let us route by customer

    Please let us set up a routing rule by customer so that all documents for a specific customer can be routed to one Project Manager.
  • Votes

    1

    Import Workers Comp Tables

    I would like to create new WC Tables for some jobs that contain phases that are not Standard, however I do not want to type out every phase range for each table because ...
  • Votes

    2

    Have JC - Job Table Store Last Contract Invoice Date for Contract ...

    Have JC - Job Table Store Last Contract Invoice Date for Contract Associated with Job.
  • Votes

    2

    Have JC - Job Table Store Last Year Work Billed Amount (LYWB)

    Have JC - Job Table Store Last Year Work Billed Amount (LYWB) We need to look this up fairly often and or report on it and it would make doing so much easier.
  • Votes

    2

    Have JC - Job Table Store Last Year Cost Amount (LYCosts)

    Have JC - Job Table Store Last Year Cost Amount (LYCosts) We need to report on this fairly often and having this field available in the table so we can put it in ...
  • Votes

    3

    Please include change of job status in JC transaction table

    Please include change of job status in JC transaction table. We need to be able to report on when a job was marked closed from within the JC transaction table.
  • Votes

    6

    Printing journals automatically to a file should be able to be chosen ...

    Some journals contain little to no useful information (Job Setup Journal, Billing Journals), but other journals are useful and should be reviewed for errors (AP, PR) Also ...
  • Votes

    2

    Have the option to auto-generate default home page on desktop in 16.1

    Have the option to auto-generate default home page on desktop in version 16.1 when opening desktop. The home page opened automatically in previous versions
  • Votes

    3

    Please add a report to your payroll system showing an employees wages ...

    We are in Connecticut and have workers in New York. Up until this year, on the W-2's it was possible to tell the wages and taxes earned in each state. This year ...
  • Votes

    1

    When creating a commitment, let us copy and paste multiple commitment ...

    For example, we enter 5 commit items on the commitment. Items 6-10 are very similar to items 1-5, and we would like to copy & paste items 1-5 down to items 6-10. Then ...
  • Votes

    1

    Document Designer Add's

    1st let me say that whoever came up with document designer is a genius! We love it and once I played around in it a bit, I found it very user friendly and is a major ...
  • Votes

    2

    Macros option not located in new Desktop Tools Options menu.

    The 'Macros' option appears in the old TS Tools menu but not in the new Desktop Tools Options menu. Please add it to the Desktop Tools options screens.
  • Votes

    2

    Change the title of MISC fields on billing tab

    On the Billing Tab of Contracts there are 2 fields Misc 1 & Misc 2 that we would find more useful if we could change there name. We are currently using Misc 1 to note the ...
  • Votes

    1

    Sales Tax reconciliation

    There is a Tax Preparation report in AP that does an excellent job of reconciling the accrued use tax liability but there is nothing comparable for sales taxes in AR. I ...
  • Votes

    1

    Zero open commitment balances

    When a commitment is closed there are times that there is still a balance open. It would be great if that open balance could be zeroed out for reporting purposes.
  • Votes

    2

    In the next update please take care of the WHOA THERE message that ...

    We are up to date on all web browsers in Google and Internet Explorer and we continually get this message at the top of our page every time we log in that our we browser ...