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Votes
2
allow post to SM work orders from PR and AP
We use jobs on SM work orders and would like to be able to post from AP and PR to SM using the job and work order fields.by: Erin A. | over a year ago | Last activity over a year ago | Status changed 3 months ago | 3 Service Management
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Votes
2
In JC/BL make a way to do a recurring invoice billing customer and job
In JC/BL make a way to do a recurring invoice billing customer and job. We use JC to record some properties with tenants which works better than Prop Mgmt for us, ...by: Erin 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
2
Invoice Number changes when you try to post but forgot to approve, ...
When posting invoices, you forget to approve an invoice. You get a journal printout telling you it did not print because .... if they invoice didn't print because you ...by: chantal l. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Billing per customer's operating hours
There should be a way in the customer set up where we can have the system calculate the billable hrs by the customer's store hours. EX: I have a customer who's contract ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
We would like a better system to bill for rentals
Our company is trying to incorporate rental agreements into Service Management, but the system does not support the necessary requirements. Service Management tracks ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
If you are using a JC Job in SM posting should happen at the same time ...
Currently if you create a SM work order under a "JC JOB" the GL expense entry goes in from a SM batch and then the JC expense entry goes in from an AP batch. This makes ...by: Amanda N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
Scanning attachments to add to purchase orders inside inquiries.
When using inquiries for purchase orders we can see the purchase order and the invoice. It would be nice if we had the option to add scanned in documents that anyone ...by: Jennifer D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
2
Add column and functionality to round Markup item on Change Request
Currently there is not an option to round up markups on change requests. Allow this functionality so that a user doesn't have to modify the amount on the Markup grid.by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Clearing Job Holds while selecting invoices to Pay
When you are in the Select Invoices to Pay screen, using the Vendor order, provide a way to easily take a Job off Hold and select invoices without having to come out of ...by: Lee D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
In CM, have a Bank record to link CM accts to
Instead of entering the same bank info for every account that is at that bank, have a Bank record that we can link CM accounts to.by: Denise L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
In Sage 300 CRE v13.1 and higher you need to include a Mailing ...
This would be helpful in reporting to different agencies. New hire requires Physical Address, and most everyone else requires Mailing address. Some agencies require ...by: Beverly W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Please add security to State Reconciliation Reports under Tools in ...
Cannot block State Reconciliation Reports under Tools in Payroll for specific roles.by: Sharon V. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
PR - Store custom field data with checks in current.prt
We utilize a number of custom fields including those for insurance plans etc. We would like it if the custom field data at the time of the check is stored with each check ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
Ability to duplicate the forms in the HR Forms library for company ...
Be able to use the templates as a basis for creating user/company specific forms for multiple HR/Payroll use without saving over the template.by: Dana B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
In AP when entering invoices for a Summary Vendor, in the Summary ...
Make the default State boxes automatically capitalized.by: Connie E. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Printing non-committed POs
If a PO has not been committed, the user should not be able to preview or print the order. This gives greater control of the POs that have been sent to vendor. The ...by: Christopher P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
2
PJ Owner Change Order Substantial completion date why does this date ...
PJ Owner Change Order Substantial completion date why does this date not update on all owner change orders unless changed.by: Kathryn G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Add default setting for Change Order Addons that allows for rounding ...
Our contracts all round to the nearest dollar and we would like the change orders addons to have an option to round as well.by: Emma P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Committment ON HOLD
It would be great to put a Committment ON HOLD in Job Cost, much like you put an Invoice ON HOLD in ACCOUNTS PAYABLE.by: Jamie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Have the system automatically generate the next Commitment Number
Store 2 settings on the job record that determine how POs and Subcontracts are numbered. Store a "PO Prefix" and a "Subcontract Prefix". Then have the system ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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