• Votes

    1

    Create fields in AP to manage contractor registration, include ...

    please add these functions to AP
  • Votes

    2

    Service Management - Add a field for Service Coordinator or Dispatcher

    We have more than one Service Coordinator or Dispatcher. We need a field in the Work Order to identify which Service Coordinator or Dispatcher is handling each Work ...
  • Votes

    2

    Import in PJ

    Ability to import entries into PJ change request. We currently have to manually enter each item in Change Request. It would be nice to have the tool to import entries ...
  • 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 ...
  • Votes

    6

    AP Vendor Types Need more than 4

    It would be nice to have more than 4 vendor types, when running report it would be helpful to have options.
  • Votes

    1

    In Payroll Time Entry, show the project manager's name as well as the ...

    Sometimes during payroll time entry, we have accuracy questions that need to be directed to the PM. It would be much quicker if the PM's name was listed at the bottom of ...
  • Votes

    4

    Provide other side of GL Entry via link rather than having to look up ...

    When lookin in GL provide the ability to open the full journal entry for a particular line that your are reviewing. Currently you have to look up the back and journal on ...
  • Votes

    3

    In Purchasing, let us partially invoice a receipt.

    We enter receipts as the materials are received. At times we receive multiple invoices for that receipt, and we are unable to partially invoice the receipt. We do not ...
  • Votes

    3

    Group Report Automation

    It would be nice to set up groups and have all reports under that group run automatically. This would be great for union fringe calculation, payroll verification process, ...
  • Votes

    2

    In PR have check stub not include reimbursements in totals

    We don't want reimbursement pays to be included in total pay on the check stub.
  • Votes

    1

    Add a second level of approval to AP vendor setup bank details tab

    The newish separate tab to update Vendor bank details is great, as you can restrict access to a small group of finance people to update them. This is very important to ...
  • Votes

    1

    Court Ordered Payroll Withholding on Employees That Must Be Repeatedly ...

    Any employer that is required to withhold money from an employee's paycheck per court order and forward the money to the court repetitively could save time (would not ...
  • Votes

    1

    SPC Equipment attachments

    Sage Paperless Construction should have an attachment Sync folder option for Equipment. Much like the Vendors, invoices, AR invoices ETC have a sync folder to access ...
  • Votes

    1

    Modify ACA Coverage Report to include self insurance checkbox

    Please show whether or not the self insurance checkbox is checked for an employee on the ACA Employee Coverage Report. It only needs to print once per employee.
  • Votes

    2

    Paste Physical Inventory Count

    It would save a lot of time and data entry if I could copy the units from a spreadsheet and paste then into the "Actual Count" column when performing the "Enter Physical ...
  • Votes

    4

    Positive Pay Report Needed to be Upload to Bank to Prevent Check Fraud

    To maintain security over checks that clear and prevent check fraud, banks provide a service called positive pay that requires the bank to only clear checks that the ...
  • 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

    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

    2

    Calculate finance charges based on individual customer terms not the ...

    Each month we generate finance charges for customers with past-due accounts. Some customers are NET 30, some are NET 45, and others are NET 60. But, the finance charges ...
  • Votes

    4

    Unapply accounts payable payments

    Provide ability to unapply payments in AP in the same manner that we do in AR