• Votes

    3

    Import Templates

    Can you please create a file under the "Help" tab that only has Excel Import Templates & instructions/examples for anything that can be imported? Especially looking for ...
  • Votes

    3

    Call Type Interchangeable

    When setting a work order up as "quoted", sometimes as that work order develops it moves into T&M, the software does not allow you to switch between the 2 and it should, ...
  • Votes

    3

    In SM, Nothing should be greyed out should have full control, need to ...

    Sometimes we change a work order from "quoted" to "T&M" and vise versa, in SM we have to create a whole new work order to do this and get our accounting team to transfer ...
  • Votes

    3

    FEDERAL REQUIREMENT FOR NACHA FILES CCD FOR PAYING COMPANIES PPD FOR ...

    IT IS A FEDERAL REQUIREMENT FOR NACHA FILES TO HAVE CCD FOR COMPANY PAYMENTS AND PPD FOR INDIVIDUAL PAYMENTS....NOTHING NEW...YOU SHOULD BE ON TOP OF THESE FEDERAL ...
  • Votes

    3

    In Payroll, let me move checks based on the Employee's last check date

    When moving checks, allow us to add a condition and Index into the Employee Record tso we can condition off of the employee's last check date.
  • Votes

    3

    SAGE SQL Replicator Log (SLG) files location control

    Currently the log files for the SQL Replicator is being stored on the C drive under the Public folder, would like to be able to do 2 things. 1) limit the size 2) change ...
  • Votes

    3

    Spreadsheet reports - reports option screen needs to be larger

    The layout screen should be able to be re sized to a larger window view to be able to see more information in the layout screen.
  • Votes

    3

    In AP Enter Invoices, Increase the size of the Unit Cost field

    When entering invoices in Accounts Payable, the maximum Unit Cost we can enter is $999,999.9999. Please let us enter Unit Costs that exceed $1,000,000.
  • Votes

    3

    Bug - Commitment Import File format for unit price

    I am sure this is a very smalll bug fix required in the software. Import commitment Item Units Price field takes only upto 6 digits though Job cost commitment table can ...
  • Votes

    3

    Search Function within AP

    It would be wonderful to be able to search in AP by invoice number, invoice amount, invoice dates, etc
  • Votes

    3

    Add MFA Compatibility to Email Reports

    MFA (Multifactor Authentication) is quickly becoming the new email security norm. While this is enabled, we can't send more than 1 crystal report as a PDF attachment ...
  • Votes

    3

    Job Cost should not list Inactive Customers when setting up new jobs

    Jobs are being setup with duplicate/similarly named inactive customers. I would like them hidden. There should at least be a setting somewhere to hide the inactive ones
  • Votes

    3

    Add third party joint payee

    We are constantly needing to have three parties on a check especially under the mechanical subcontractor. Now we have to put both the second and third payee in the ...
  • Votes

    3

    Allow Dark Theme / Use Windows Current Color Scheme

    A dark theme is much easier on the eyes than a light theme for people working long periods of time at the computer. I have dark themes on all my software, and have ...
  • Votes

    3

    Let users who are not "Application Administrators" check the "Use PJ ...

    This should be an option in Security settings.
  • Votes

    3

    Print invoice numbers on AIA billing forms

    Most customers need an invoice number to enter into their AP. AIA bills should automatically have them printed on them too.
  • Votes

    3

    We want to switch to bi-weekly payroll but we will lose the automatic ...

    We want to switch to bi-weekly payroll but we will lose the automatic overtime feature. Please fix it so we can calculate automatically for bi-weekly so we can switch.
  • Votes

    3

    Please add a field in Employee Setup, on the ACA Coverage tab for the ...

    Having this info stored on the Employee Setup ACA Coverage tab would be great! This field could then be used to pull onto the Aatrix ACA forms.
  • Votes

    3

    Purchasing Item Contract Pricing - Updating multiple items on one ...

    The ability to update multiple items from one vendors quote verses having to access each item and input a new line for the new quote. Export of a specific ending date ...
  • Votes

    3

    Make AR Customer on Job setup a required field

    Make the AR Customer field on the JC Job Setup/Billing Info field a required field. This field can be used by 3rd party partners to import or export information from the ...