• Votes

    5

    Functionality with Outlook

    Functionality with Outlook Currently we get a popup with every email where we have to click on “Allow” before the email will send. This popup opens behind other running ...
  • Votes

    5

    Need easier way to identify out of compliance items in Select Invoices ...

    Currently in AP Select Invoices to Pay when a blue C is displayed, in order to see what is out of compliance, you have to click the Compliance Management button. But this ...
  • Votes

    5

    Add custom date fields to the entry grid for all screens in compliance ...

    I have a client that needs to track dates that information was sent to the owner and dates that the information was returned to the subcontractor. They would need at ...
  • Votes

    5

    In Purchasing, If an item hasn't been received but has been committed ...

    Delivery Dates change, and we need to be able to update delivery dates as needed, without unposting/uncommitting... We do now want to issue a CO just to change a ...
  • Votes

    5

    Need explanation given in Reject file when exporting time to payroll

    We are using the program AboutTime for time keeping. When the time is exported to Sage/Timberline, there may be a entry that is put in the Reject file. Before completing ...
  • Votes

    5

    AP System should generate email to alert of upcoming invoice due dates

    When an invoice is coming up to its payment date or due date instead of having to review a report an email reminder should be generated by system.
  • Votes

    5

    Ability to make corrections to Equipment coding and/or Job cost coding ...

    Need to be able to do this, as it would cut down waste time between Proj Manager and PO department when something has not been correctly coded.
  • Votes

    5

    customer name lookup in quickbill task

    When entering quick bills, only the customer id shows. Please allow a best fit for the customer name as well.
  • Votes

    5

    In Purchasing Inquiries, Let us View the Description & also let us ...

    When looking for a requisition, let us view the Description and also let us search on a portion of the requisition description field
  • Votes

    5

    We want to add extras on schedule of values in Job Central

    Our Contract line items are all assigned to Extras. Therefore we cannot use Job Central to assign schedule of values. Because we are stuck at the prompt where Job Central ...
  • Votes

    5

    Add "cancel p/o line" to menu in change order screen in PO module.

    Enable the direct cancellation of a specific purchase-order line for a given purchase-order (p/o) so that the applicable line cannot then be received, and/or invoiced. ...
  • Votes

    5

    Allow SM Agreement archiving with associated Work Orders

    We can archive work orders, but not work orders associated with agreements. My understanding is that the data structure doesn't allow this, but isn't there an index ...
  • Votes

    5

    Secondary vendor warning in AP select invoices and tracking in Project ...

    Customer requests when doing a JC/PJ Commitment with a Secondary Vendor, that both the AP Select Invoices to Pay provides a warning that there is a Joint/Secondary ...
  • Votes

    5

    Make Meeting Minutes editable / linked to Word for formatting

    Cannot format meeting minutes - no tabs, no numbering, no spacing, it's all a crap shoot. If you can't improve the way it works, at least add the functionality to edit ...
  • Votes

    5

    Would like to see a range of contract-based invoices that are ready to ...

    When posting invoices, there is no range option to choose from like in other modules.
  • Votes

    5

    Ability to have attachments on change request auto fill to change ...

    Customer is asking for a way to have all attachments on change requests be added automatically to change order records for eas of viewing/reporting.
  • Votes

    5

    Allow PJ to send an invoice request to the AR

    Our project managers manage the projects to the extent that they let accounting know when to invoice the customer, how much, and why. There is nothing in the system that ...
  • Votes

    5

    Prevent Timberline from rounding retainage balance in contract based ...

    For whatever reason Timberline is automatically rounding my retainage balance up by $.01 which is throwing my total retainage balance off. How can I correct or adjust ...
  • Votes

    5

    In PR make 401(k) deduct and catch up deduct part of what you update ...

    In PR make 401(k) deduct and catch up deduct part of what you update each year. Preferably make it so we can assign the deduction id we want for each but that you have a ...
  • Votes

    5

    PR Enter Time Extra # Column

    In PR Enter Time, the extra # entered on one line continues to carry over to subsequent lines. Please stop the carry over once an Employee Name has changed.