• Votes

    26

    quick bill - need for using crystal as a defaul type of report for ...

    I have many customers using Quick bill that complain about the lack of up to date looks of the quick bill. it would be so much nicer to be able to use a crystal report ...
  • Votes

    4

    NON COMPLIANT INSURANCE

    Correct the non compliant error message on those vendors that do not have the "proof of insurance" box checked. There should be no error message for vendors that are ...
  • Votes

    12

    Service Management invoices

    Would like to see the correct total due in the box if a payment is made before invoicing.
  • Votes

    37

    Credit Card Payments

    We need to be able to select these in the same manor you select multiple vendors for payment with checks and generate a document to send to the vendor of the payments ...
  • Votes

    144

    Payroll needs a wages change date

    For wages that change, we should have a field for a wage rate change and date.
  • Votes

    11

    AR Tax needs an effective and terminated date added for rate changes

    Need to have the ability to drive in a future date for rate changes
  • Votes

    16

    Service management need to allow a payment date for credit PO's. This ...

    Requires payment date on all invoices even credit ones.
  • Votes

    7

    In Payroll Let us enter on a Grid like in ADP

    ADP prefills all the employees on a time entry grid. We press a function key to get a list of jobs, cost codes, etc. It shows totals at the bottom - total Reg, OT, ...
  • Votes

    2

    Ability to amend estimates before finalization

    I would like the ability to amend estimates before they are finalized. The way the system is currently configured makes it very difficult to fix errors in estimates. This ...
  • Votes

    4

    update check stub carbons

    update check stub carbons to increase the size of the invoice number to 15 the default report cut's off at 10
  • Votes

    10

    All Modules – Contact Selection List

    The drop down list for selecting contacts for Person or Company does not have a search option. With hundreds of contacts in the data base, it would be easier to find a ...
  • 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

    4

    Field Reports - Custom Columns

    Under each tab there are custom columns. These custom columns can be hidden or unhidden per each station but not globally. We would like the ability to hide or unhide ...
  • Votes

    1

    Field Reports - Equipment

    When you enter the equipment number that is listed in the Equipment Module it does not auto fill the Description in the Pj Field Report. We would like this field to auto ...
  • Votes

    1

    Field Reports - Subcontractor & Extra Work Order

    The drop down menu for the subcontractor name under these two tabs only picks up contact names that are entered as “company view” during job setup. In job setup, our ...
  • Votes

    4

    Field Reports - Payroll Time

    In the drop down to find an employee we have found that it can only be searched by the employee’s number. We want to be able to search by name. In California the ...
  • Votes

    3

    Viewing / Opening Field Reports

    When opening Field Reports the list that appears shows all field reports for all jobs. There needs to be a filter so a project manager can only sees reports for his ...
  • Votes

    5

    Functionality with Outlook

    Functionality with Outlook Currently we get a popup with every email where we have to click on “Allow” before the email will send. This popup opens behind other running ...
  • Votes

    1

    Submittal Specification Numbers

    Submittal Specification Numbers The CSI specification numbers used in Pj are outdated. The new numbering system can be found at; http://www.masterformat.com/revisions/ ...
  • Votes

    4

    Submittal Sorting

    Submittal Sorting: Submittals are compiled in numerical order by spec number. We want an option to sort submittals sequentially by either spec section or submittal ...