• Votes

    1

    Direct Deposit(EFT) Routing Verification Report for AP Vendors

    I find the Direct Deposit Routing Verification Report in Payroll helpful and would use a similar report in Accounts Payable.
  • Votes

    1

    AP electronic payments - CM Transaction table - Cleared statement date ...

    I really wish that AP electronic payment types showed the correct date in inquiries where you put the field Statement Date from the CM Transaction table!!! I shouldn't ...
  • Votes

    1

    Job Cost Report

    There is a need for a report that contains the following. 1. Detail Date Vendor Budget Cost paid Balance Check Number and Detail (Incase the purchase was ...
  • Votes

    1

    My Assistant join employee to employee deduction

    Please make it so in My Assistant more fields are joined like employee and employee custom fields to employee deduction. For example we would like to setup a My ...
  • Votes

    1

    In My Assistant - In the home tab, make a column that has Frequency of ...

    In My Assistant - In the home tab, make a column that has Frequency of Task (Daily, Weekly, Monthly), make another column that has Day of Task, and another column that ...
  • Votes

    1

    work on fixing the crystal reports to run in Service Management after ...

    After upgrading to 18.2.2 the Crystal reports viewer says unspecified error when running reports through Service Management Custom Reports. Please provide a hot fix or ...
  • Votes

    1

    Inquiry Designer shutting down unexpectedly

    Inquiry Designer shutting down unexpectedly after upgrade 16.1 to 17.1 when trying to change starting view using icon button.
  • Votes

    1

    Increase number of characters in spec section column of submittal ...

    Spec sections are 6-characters. When viewing a submittal report, we only see 5-characters.
  • Votes

    1

    Report Date on RFI Log with Detail (CR) is cut off

    Please enlarge the date field on the RFI Log with Detail (CR) report. October-December dates are cut off.
  • Votes

    1

    AP - Clean up Period End Report-CCP Accts

    Change the Period End Report - CCP Accts so only "open" transactions are on it. Currently EVERY transaction - charge and payment - that has been entered is on the report. ...
  • Votes

    1

    PDF files printed using TS PDF Generator being created with Temp ...

    When printing reports to PDF using the TS PDF Generator it is saving the file with a Temp attribute that prevents it from being replicated using DFS. Tested using another ...
  • Votes

    1

    In Security for Inquiry Designer, allow us to limit inquiry creation ...

    We
  • 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

    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.
  • Votes

    1

    reconcile gross receipts tax payable account

    We remit Gross Receipts tax to the state based on when we collect the funds from the customer and not when we bill the tax. The ability to reconcile the gross tax payable ...
  • Votes

    1

    MAKE MYAssistant and/or reports able to query the TL LOG file

    This would give the ability to create reports from the information stored there and schedule them for example when and who created a vendor, when a user is created and ...
  • Votes

    1

    Inquiry condition options verbiage

    Under the Conditions Option on an Inquiry in Inquiry Designer/Inquiry Manager/Application/Change/Options, change the verbiage for Disallow changing of conditions at all ...
  • Votes

    1

    Allow Better Formula Creation UI

    When creating reports in Report Designer - stacking IF statements and other commands can leave you without much visual clue as to where certain statements start and end. ...
  • Votes

    1

    In Billing Inquiries, when I go into Attachments, let me access the ...

    When I click on the paperclip to get to the attachments, I can only get to the "invoice" attachments. I want to access the Customer notes at this point, not just the ...
  • Votes

    1

    Service mgmt - Work Order By Status Report

    This report should include which "Center" you would like to view work orders from. Our company hase different centers run by different individuals and it would be more ...