• Votes

    3

    Provide option to bill certain line items on register - to allow ...

    Being able to specifically choose the line items that will print on the invoice gives the option to delete entry errors that would show up as a zero line item or provide ...
  • Votes

    3

    Reopen purchase orders

    Please allow us to reopen purchase orders in SM to correct any issues. We can then repost to Accounting, and it will update in Sage.
  • Votes

    3

    Copy submittal log from one job to another

    It would be very beneficial to be able to copy a submittal log from one project (job) to another. Please consider for future releases.
  • Votes

    3

    Put in an enhancement request: Billed discount (reduces work billed ...

    Billed discount (reduces work billed in JC and CN) AR discounts (add adjustment in JC and CN) Both work like billed credit and AR credit in JC and CN but both go to the ...
  • Votes

    3

    Importing Templates to Create Submittal

    I want to be able to export out an Excel Template to add a line for each submittal required with dates needed onsite. That way we can import the excel file to create a ...
  • Votes

    3

    Meeting Minutes Template

    Have the ability to either copy or create a Meeting Minute Template - example given was every project might have safety meetings and the 1st meeting will need to cover a ...
  • Votes

    3

    PM - More balance details on account preview screen

    On the "Residents" window (under "Setup") it shows tenants info and even shows what they currently owe. Would be nice to have the last few transactions right on that ...
  • Votes

    3

    regenerate direct deposits after posting

    We should be able to regenerate our payroll direct deposit nacha file after posting payroll
  • Votes

    3

    Entering AR Cash Receipts, we only want to see the invoices that have ...

    Intercompany accounting is turned off. When entering cash receipts, we specify the bank account, and then select the invoices we are applying the check to. However ALL ...
  • Votes

    3

    Warning Flag when setting up employees

    When setting up employees in the Payroll module there should be some sort of warning that goes off when creating an employee with the same Social Security number.
  • Votes

    3

    Add hash totals for general ledger account numbers and job numbers

    Having a hash total would be extremely helpful in ensuring accuracy when entering large batches of general ledger journal entries or large job costed batches
  • Votes

    3

    Just updated to version 17.1. Way slower than before. Try to cut ...

    Version 17.1 is much slower than Version 16.1. Regardless of reason, fix it.
  • Votes

    3

    Allow pm chargeback lines to duplicate

    Add the ability to have an autoset button as in gl to duplicate lines during PM chargeback entry
  • Votes

    3

    In Change Requests, on the Price/Cost Estimate Tab, let us import from ...

    Many of our CRs are repetitive, and we would like to Cut & paste the lines from Excel.
  • Votes

    3

    In Project Management, when entering Change Requests, after I enter a ...

    If I've entered 10 lines and realize I have the incorrect Contract Item on each of the lines, I am unable to just change the contract item on each line. I have to delete ...
  • Votes

    3

    Would like to be able to change contract numbers instead of deleting ...

    Would like to be able to change contract numbers instead of deleting the whole contract to start over again
  • Votes

    3

    Field Reports - Prefill Previous

    We would like to have more options when Prefilling Previous. Sometime we only want to prefill some of the previous day information and other times we want to prefill all ...
  • Votes

    3

    Allow attachments in PJ Field Reports

    Allow attachments in PJ Field Reports
  • Votes

    3

    JC entering direct cost, have accounting date default to transaction ...

    In the JC, Enter Direction Cost screen, the accounting date defaults to the last date of the month. It should either be left blank or default to the same date as the ...
  • Votes

    3

    Allow for Auto Numbering in PJ Field Reports

    Allow for Auto Numbering in PJ Field Reports