• Votes

    28

    E-File State Reporting Should be free.

    AAtrix should not be forcing us to pay to file our state quarterly taxes, this service is free online. We should be able to run our quarterly reports, save them and ...
  • Votes

    1

    Default Cost Code to line above

    Default Cost Code to line above, when entering Change Proposals. Is it possible when entering the second line of a Change Proposal similar to excel. To enter in the cost ...
  • Votes

    1

    Default to Vendor tab in Price/Cost Estimate Tab in Change Proposals

    Default to Vendor tab in Price/Cost Estimate Tab in Change Proposals. When we create Change Proposals we enter data in in the Price/Cost Estimate Tab under the Vendor ...
  • Votes

    8

    Provide a "Copy" function in Change Proposals

    Provide a "Copy" function in Change Proposals so an original CP can be copied and the new CP can be altered as necessary
  • Votes

    134

    Alert for accounting dates in future

    Produce an alert for accounting dates entered in far future. For example, current year is 2015 and someone keys 2051. Possible alert for date entered outside of six ...
  • Votes

    34

    Pay when Paid in Accounts Payable

    Ability to flag an invoice in Accounts Payable to be scheduled for payment once the appropriate Bill cash receipt has been received.
  • Votes

    9

    Add the option to change Approved and Approved as noted to Reviewed, ...

    using the term reviewed in place of approved seems a simple update, but the field descriptions are locked.
  • Votes

    5

    Secondary vendor warning in AP select invoices and tracking in Project ...

    Customer requests when doing a JC/PJ Commitment with a Secondary Vendor, that both the AP Select Invoices to Pay provides a warning that there is a Joint/Secondary ...
  • Votes

    3

    Project Management - Submittal Line Items

    We would like to be able to divide submittals by line item to better track Submittals that are returned with partial approvals. For instance a Lighting Submittal could ...
  • Votes

    5

    Allow SM Agreement archiving with associated Work Orders

    We can archive work orders, but not work orders associated with agreements. My understanding is that the data structure doesn't allow this, but isn't there an index ...
  • Votes

    5

    Would like to see a range of contract-based invoices that are ready to ...

    When posting invoices, there is no range option to choose from like in other modules.
  • Votes

    2

    Add default setting for Change Order Addons that allows for rounding ...

    Our contracts all round to the nearest dollar and we would like the change orders addons to have an option to round as well.
  • Votes

    4

    Making Application Administrator roles module specific

    There are aspects in the software, which require an application administrator to perform, however ever that role provides access to all modules which is undesired at ...
  • Votes

    7

    Subcontractor Compliance Job selection list should have options to ...

    The Job selection list in the Subcontract Compliance Management window you can only select by the job description. Need the option to select by the Job number or by the ...
  • Votes

    32

    Allow credit invoices to be included in Lien Waivers

    Since Subcontractor Compliance was added, credit invoices are no longer included with the lien waivers. Need to choose when or which credit invoices should be included ...
  • Votes

    3

    Lien waiver Issue Date should be able to select it to be the check ...

    The Issue Date assigned to the lien waiver is the system date. This should be the date of the check (how it used to work before Subcontractor Compliance was added). Or ...
  • Votes

    10

    Allow us to substitute our own custom designed Crystal Report for ...

    I have designed a check in Crystal, complete with all application MICR codes. It would be nice to be able to substitute the canned checks in A/P and PR with my report. ...
  • 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

    2

    In Project Management, accumulate totals for units in ...

    The PJD_Documents_Change_Request_Totals file is useful for report writing in that it totals all change requests by labor/material/other. It does not total hours which ...
  • Votes

    4

    Allow us to use submittal packages in Project Management

    In Project Management, let us set up Submittal packages like we could in Expedition.