• 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 ...
  • Votes

    1

    Easy Fix... GL- Current, and YTD Ledger reports. Please review the ...

    If an alpha character is used in the suffix of a GL account, the order is jumbled on both Ledger detail reports. e.g. #2416.1500, will print before #2411.DC00
  • Votes

    1

    Reports Standard Estimating Items not to show cost units only. ...

    For the client only need to show the items description quantitiy unit no costs. Total Cost to be shown on grouping only....
  • Votes

    1

    JC dashboard reports need to use a forecasted cost instead of estimate ...

    The Executive Dashboard JC reports are using the estimate for final cost when an item is incomplete. This is innacurate as the estimate is based on the bid and projects ...
  • Votes

    1

    Please revert AR Deposit reports back to 9.7 version where refunds ...

    The Deposit reports should detail the funds deposited into the bank. They should NOT be adjusted for refunds. Refunds reduce the bank account through AP. That does NOT ...
  • Votes

    1

    Subtotals don't calculate in My Assistant since upgrading to 13.1, ...

    Please fix it so subtotals work. My Assistant is great, please keep developing its capabilities!
  • Votes

    1

    fix financial statement designer totals and horizontal totals

    FS totals are broken and horizontal totals are impossible to see when created
  • Votes

    1

    Between version 12 and 13 and the combination of moving from XP to ...

    Between version 12 and 13 and the combination of moving from XP to Windows 7, we now can no longer utilize when we print in the page range section the selection and or ...