• Votes

    13

    CONDITIONS KEY MISSING IN JC

    I used the conditions key to single out jobs by AR customer. now without it I cannot.
  • Votes

    13

    In AP we should be able to print an electronic signature on the checks

    Let us store an electronic signature to print on AP checks.
  • Votes

    13

    can the purchase order or commitment update the job contact list in ...

    Currently you must populate the job contact list. Client would like the commitments to update the job contact list with the vendor on the commitment. Make this process ...
  • Votes

    13

    Service Management option to include sales tax in cost basis for parts ...

    1. For our customers working in Kansas and some other Midwest states, the sales tax laws consider the construction/service company as the end consumer. The state will ...
  • Votes

    12

    Please add the ability to close multiple commitments at one time

    Possibly pull up a list of commitments by job or vendor and let us check off the commitments we want to close.
  • Votes

    12

    customization of toolbar size

    First, I agree with everyone who has already suggested the ability to change font styles/sizes without having to do it globally in the operating system. On a related ...
  • Votes

    12

    Custom fields in PR should allow for modifications

    Once you create a custom field in Employee Set up, you don't have the option to change formatting, type of field, etc. Sometimes these need adjustments after a field is ...
  • Votes

    12

    Uncheck all box in CM Reconcile

    When reconciling bank statements in CM I have on more than one occasion checked/not checked a box when comparing to my printed statement. It would be nice to have an ...
  • Votes

    12

    Increase the field length of "Vendor Item Code" in Purchasing (PO) to ...

    The limitation is currently 15. We have a few items that have 18 characters.
  • Votes

    12

    Close commitments by job with one click instead of having to close ...

    It is cumbersome to close commitments as they have to be done individually through multiple "clicks". My suggestion would be to have one button to "click", maybe either ...
  • Votes

    12

    Allow formula's in sales tax setup

    Currently can only use a flat rate. Some local sales tax's have tiered amounts and need to be able to use a formula to generate.
  • Votes

    12

    Making vendors/customers inactive

    The system shouldn't let someone make vendors and/or customers inactive if they have outstanding payables or receivables. Also, you should be able to limit who has access ...
  • Votes

    12

    AP "Enter invoices" grid

    The grid to enter invoices is small and hard to read. Is there any way to make this grid larger??
  • Votes

    12

    Job Cost - "Classic View"

    Job Cost - "Classic View" - please bring back the "conditions" button (or similar) in job cost set up. I use this all the time for many searches. It allows me to find ...
  • Votes

    12

    Billings Module - Cost Based Invoices - Change Work-in-Progress

    It would be very helpful to have the ability to click on the column headings in Change Work in Progress and have a different sort option that what automatically appears. ...
  • Votes

    12

    Entering Insurance Dates in AP & JC

    I want to be able to enter insurance dates without have to hit the "/" key between the month/day/year. For example, if I enter 042915 it should simply populate to ...
  • Votes

    12

    you need to make recurring AP invoices easier

    please experiment with QuickBooks to see how they do it, and emulate it to the extent your platform allows. if I want an invoice in on the 14th of every month, please ...
  • Votes

    12

    Service Management Use/Sales Tax accrual

    Currently unable to accrue tax liability from SM
  • Votes

    12

    Increase character limit for City in Job Set up

    We have cities that have more than 15 characters in their name. Since this is the address that is pulled onto our invoices and Purchase Orders, it is important that we ...
  • Votes

    12

    Ability to "Insert Row" in Enter Change Request

    Currently, software only allows "Delete Row". Would be great to "Insert Row". This is especially helpful when trying to keep items grouped together on screen (by date, ...