• Votes

    3

    PO Update vendor item code from PO screen

    PO Setup Items – Vendors Tab has the Vendor’s Item Code. When entering a PO, it would be nice if you could enter the vendor Item Code and have it populate the Vendors ...
  • Votes

    3

    Prevent the same user from running multiple instances of the same ...

    There are times that a user will accidentally log into the same module (Job Cost for example) more than once. Is it possible to give a warning when you already have a ...
  • 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 ...
  • Votes

    3

    add job description to CO send feature

    Sending a CO - does not include Job description in the email. Only gives the CO#. When the GC replies back to us we have no idea what job it is..... Wehave mutiple jobs ...
  • Votes

    3

    record and store SM transactions in JC job trans table (like JC trans ...

    Record and store SM transactions in JC job trans table (like JC trans currently works - without the dummy entries created by SM). As it is you have no controls or canned ...
  • Votes

    3

    Auto credit hold when it hits 60 days

    Put an account on credit hold automatically when it hits 60 days in SM
  • Votes

    3

    Add a checkbox on Employee Setup - Entry Info - to "Use Job WC State"

    Currently the Employee's WC State overrides the State on the JC - Job Setup - Scope & Payroll tab. Normally we want the job to determine the WC State for the earnings. ...
  • Votes

    3

    Would like the option to have the material prices in Sage Estimating ...

    Purchasing purchases the materials and has all the latest prices for those materials. It seems like a "natural" "logical" reason to have the ability to link the pricing ...
  • 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 ...
  • Votes

    3

    Allow adjustment of AR billings to post from AR to SM including work ...

    Allow adjustment of AR billings to post from AR to SM including work order (in addition to the current method of from SM to AR)
  • Votes

    3

    WO Register functions - ability to view more than 4 lines

    We need the ability to view more than 4 lines when viewing the work order register. I currently have 1 WO open that has over 400 lines, and it takes lots of scrolling to ...
  • Votes

    3

    Batch print invoice proofs

    We review a lot of work orders on a weekly basis before invoicing them and need to print the invoice proofs. It would make life much easier if we could batch print ...
  • Votes

    3

    Allow Vendors setup in SM to be added to AP during Sync process

    Currently, in SM, the user can "Syncronize Vendors from AP". This works great to pull AP vendor information into SM. However, the software also allows the user to ...
  • Votes

    3

    Aatrix Form 720 Quarterly Federal Excise Tax Return

    Customer is asking to have Aatrix have Form 720 Quarterly Federal Excise Tax Return to be available in Payroll
  • 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

    3

    In AR when a customer overpays an invoice that relates to a specific ...

    AR overpayment must be able to be distributed to a specific job NOT JUST the customer
  • Votes

    3

    When adding attachments to Job Cost, make it where you can add ...

    While adding attachments to job cost, you can only add one at a time. Please make this where you can select multiple attachments and add to the paperclip.
  • Votes

    3

    Drop Down for PJ Job Set Up for Type & Market Type as well as Unit ...

    Would like to have drop down access on PJ Job Set up to allow only a set choices for Type, Market Type and Unit Desc. This would make sorting in our report sections to ...
  • 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.
  • Votes

    3

    Characters in Addons

    In Estimating, Totals page, I'd like to have more characters that 30 in the addons. And I'd also like to be able to wrap text them.