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Votes
4
In Paperless, have an option to exclude Inactive Vendors from the ...
In Administration, add a setting to "Exclude Inactive AP Vendors from Vendor List when Entering Invoices". Inactive vendors should still show up when querying the ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
6
In Paperless, let us route by customer
Please let us set up a routing rule by customer so that all documents for a specific customer can be routed to one Project Manager.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
AP Generate Electronic Payments - please prefill the Effective Date ...
The Effective Date field is blank instead of prefilling with the system date. The Help topic for this field says the system date should prefill.by: Jeannette E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
equipment list view
In equipment, when clicking on the list button for a list of equipment, allow the view to default to Equipment ID order if I have selected it in the past. I do believe ...by: Molly P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
allow equipment cost to create invoices
Allow Equipment cost to create invoices for rental equipment etc. Or allow AR To write revenue invoices to Equipment cost.by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Create Lien releases on our behalf
We can create lien releases for our subcontractors and AP vendors, however, there is not an option to have lien releases created for a Job on our behalf so that we can ...by: marco s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
4
Accounts Payable vendor info during invoice entry
Please display the vendor's 2nd address line and its Receives 1099 indicator during invoice entry. There is plenty of space in the window for this task.by: Denise L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Voiding payment
I make a payment one month for an invoice dated the prior month. The prior month is closed. I cannot void the payment, created in the current month, because the invoice ...by: Phil D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
14
Ability to close more than one contract at a time, I have to do ...
We have hundreds of contracts per year and would like to group close and move them at the end of successive years.by: Shelly F. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Other
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Votes
5
print a check as a bank transfer in CM or AP
In cash management you can transfer funds between bank accounts. That is great for electronic transfers but I have bank accounts at different institutions and I write a ...by: marco s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
9
Let us renumber a job in Job Cost
We have a job incorrectly set up with an incorrect section. Costs and billing have hit this job. We want to just renumber the job and have all of the job's transactions ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Allow a task to be setup to roll Job Cost periods (weeks and months) ...
It is difficult to get all the project managers and superintendents out of all the job cost inquiries so that we can roll the period (weeks and months). If this could be ...by: Susan H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
If I choose AR/Tasks/Enter Invoices/Job View then I expect to be able ...
If the option is "job view" then I should be able to go through the list and select a job. "Customer view" should allow me to go through the list and pick the customer.by: Terry B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Look elsewhere for construction accounting software. Sage not ...
I give up. I have contacted Sage numerous times to determine their direction for SAGE CRE software. I have been ignored. I have been a Timberline user for 25 years and ...by: Dona H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
In AR when a customer overpays an invoice that relates to a specific ...
AR overpayment must be able to be distributed to a specific job NOT JUST the customerby: Nicole P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
Quick bill invoice with customer payment terms
Ability for the quick bill invoice to pull in the payment terms from the customer set-up profile, and put those payment terms on the quick bill invoice.by: Cyndi C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
9
Ability to have our company logo on quick bill invoices
Without having to print in quick bill and print reports.by: Cyndi C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
AR - Need to be able to establish/setup retentions/deductions that ...
Generally, all invoices (especially for those who work for Govmt Contracts) have to be deducted for retentions or deductions made by the Govmt Agencies. It would be nice ...by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
CRITICAL. AR - Customer Cash Receipts Issue When Using Different ...
There are many ways to look at this: 1. AR does not allow to link a cash receipt to a Contract like a downpayment or upfront which is normal in public works. We have to ...by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
4
My Assistant
Need to integrate with purchasing... We need to send letters to our GC's about missing approvals (requisition)- letters to our suppliers about ETA dates (Purchase ...by: carol s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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