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Votes
3
Allow option to adjust AP invoices
Allow option to apply credits or other types of adjustments to AP invoices, similar to AR adjustments. Allow the change of distributions to various GL accts, with ...by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Lien waiver Issue Date should be able to select it to be the check ...
The Issue Date assigned to the lien waiver is the system date. This should be the date of the check (how it used to work before Subcontractor Compliance was added). Or ...by: April 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
3
Printing lien waivers from Subcontractor Compliance Management window ...
Printing from within the Subcontractor Compliance Management window always defaults to Print to File even though Print to File is not selected under Tools > Customize nor ...by: April 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
3
Filter A/P select invocies to pay screen so multiple office locations ...
Provide a way for A/P entry persons at different physical office locations to scope the Select Invoice to Pay screen so they would see only their own invoices. ...by: Kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Allow for batch payment corrections.
When someone does a batch of invoices and makes a electronic payments or a check allow the system a way to go back in edit things such as the effective date or on a check ...by: Jason T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
In Job Cost, let us copy a commitment and assign the copied commitment ...
When creating a new commitment, it would be very helpful to be able to copy over an existing commitment and assign the copied commitment to the appropriate vendor.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Need better Forecasting/WIP functionality
There needs to be a better way to forecast and look at WIP into the future. Currently it can't be broken down within the system between cost codes and time frames. ...by: Curtis M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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 ...by: Phil B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
View and record A/P miscellaneous compliance items in Commitments
In Commitments, it allows to record Insurance requirements for a vendor & project that is reflected in the Accounts Payable Subcontractor Compliance Management screen. ...by: Nikki M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Put in an enhancement request: Billed discount (reduces work billed ...
Billed discount (reduces work billed in JC and CN) AR discounts (add adjustment in JC and CN) Both work like billed credit and AR credit in JC and CN but both go to the ...by: Sayumi T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Entering AR Cash Receipts, we only want to see the invoices that have ...
Intercompany accounting is turned off. When entering cash receipts, we specify the bank account, and then select the invoices we are applying the check to. However ALL ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Add Move AP Invoices from history to current option
This is very important for our jobs that extend for several years and some of the invoices were moved to history. Now we are trying to reclassify cost codes and the ...by: Kathy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Allow entry of AR invoice and cash receipt at same entry point (like ...
Call me if you need more 510-636-4332by: Paul M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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
3
Change A/P vendor warning showing insurance expiration to include the ...
A/P vendor warning for expired insurance and miscellaneous items should show expiration date that triggered the warning message (as warnings used to show it in older ...by: Edward A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
1099'S totals to also include sales tax paid to vendor
If you have your company settings in AP set to tracking tax usage, the amount that is reported in the tax column is not included in the 1099 totals for the total amount ...by: Stephanie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
On the Job record, Receivables Tab, please add fields to store the ...
At times we want a quick inquiry showing the last time the job was billed. Please add "Last Invice Date" and "Last Invoice ID" fields to the Job record & store these ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
In AR- Tools, let us move from History to History
We would l like to move out our very old AR History to another Data folder.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Allow editing of miscellaneous cash receipts! We are on Version 13 ...
Call me if you need more! 510-636-4332by: Paul M. | 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
Ability to Post to future periods is a must
Being able to post billings and contracts in the future months is a must in order for projections with the financials. Only being able to post one month ahead of what ...by: Billie Jo O. | 5 months ago | Last activity 17 days ago | Status changed 5 months ago | 1 Financial Management
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