• Votes

    3

    We would like a pop up in Payroll when entering units to pop up when ...

    We would like a pop up in Payroll when entering units to pop up whenever you enter over 40 hours on 1 line
  • Votes

    17

    import cash management transactions

    We would like the to be able to import cash management transactions.
  • Votes

    3

    Safety Violation notice

    We do have Safety Logs, and a way to enter a Safety issue. We do not have a Safety Violation Notice. This is needed.
  • Votes

    1

    In Service Management when not using payroll so techs are setup like ...

    In Service Management when not using payroll so techs are setup like parts on order, when we roll e cards and with a status of notified is set when the card is rolled, ...
  • Votes

    2

    submittal and custom column headings

    Allow the column headings for dates to be customizable by client. Would like to see or add date sent to architect, date rec'd from Architect, date sent to estimator, ...
  • Votes

    1

    General Ledger, being able to print multiple trial balances at one ...

    We have many sub entities and every month we need to print trial balances for each entity. You have to go to report and then highlight the entity prefix each time you ...
  • Votes

    7

    Make F4 Function Work in Contracts For Customer and Job Fields (when ...

    When Setting Up Contract Items, If you forget to link the Job and Fill in the customer field on the first contract item, then they have to be entered individually on each ...
  • Votes

    11

    Contract item ID's Longer, More Flexible and Dynamic

    Increase the Contract Item ID's to a longer number of characters, and also be able to insert a dash, or a period to make them correspond to item id's on a master schedule ...
  • 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

    2

    Make available in Aatrix the Modified Business Tax Return – Nevada ...

    We would like to request that Aatrix make available the Modified Business Tax Return for Nevada. TXR-020-04
  • Votes

    7

    in the ACA default settings there needs to be more than one field for ...

    see summary
  • Votes

    9

    In SM, be able to enter both positive and negative line items on a ...

    In Service Management, if a vendor invoice or credit note has both returns and new purchases on it, I should be able to receive it as one invoice or credit note, ...
  • Votes

    7

    Print certain pages of report, not entire report.

    Was available in V13, but not in 14.
  • Votes

    2

    PO & EQ Prefix - Let PO use a prefix that is different than the ...

    When entering a PO that is linked to a piece of equipment, the general ledger account number entered into the PO must have the same prefix as the default prefix that is ...
  • Votes

    5

    Seperate invoice date from accounting date for work order billing

    Currently invoice date is used as accounting date for SM Work Order Billing. Separate dates for accounting date and invoice date is a common operational objective for ...
  • Votes

    6

    When entering an invoice into AR, could you not allow an invoice date ...

    When entering and invoice date that is in a closed period, it gives a soft warning that the period is closed. Could this be a hard warning?
  • Votes

    2

    Have the system automatically generate the next Commitment Number

    Store 2 settings on the job record that determine how POs and Subcontracts are numbered. Store a "PO Prefix" and a "Subcontract Prefix". Then have the system ...
  • Votes

    2

    PR - Store custom field data with checks in current.prt

    We utilize a number of custom fields including those for insurance plans etc. We would like it if the custom field data at the time of the check is stored with each check ...
  • Votes

    3

    Auto number Field Reports

    Have Field Reports auto number each time you start a new report. Currently you must number - TUG class request
  • 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 ...