• Votes

    4

    Screen Adjustment in Quick Bill Additional Info Tab

    When using the Desk Top and Selecting "Billing>Task>Quick Bill>Additional Info Tab" the Additional Info Tab Screen opens up to full Screen, Currently there is not an ...
  • Votes

    3

    EQ: track detailed logging of repairs and maintenance for fleet ...

    We need an option in Equipment (or perhaps another software application if cannot be done in EQ) That will track detailed logging of repairs and maintenance for fleet ...
  • Votes

    11

    Service Management Search Option

    Be able to filter the invoice view tab by an invoice amount. Currently there is no such filter so you have to scroll if you are looking for a certain amount.
  • Votes

    35

    Give the option to change font color for customers that are inactive, ...

    We would like to be able to change the font color or red flag customers that need special attention to their accounts so that they do not potentially get scheduled for ...
  • Votes

    5

    Switching to another company

    For those of us that have multiple companies, it would be really useful if we could have the option to switch to a different company in the file menu. All the other ...
  • Votes

    14

    Small jobs - Sales tax billing

    In some states material is taxable (not labor) it would be nice if the system would allow a tax calculation on the material sale amount but on the labor.
  • Votes

    13

    Small jobs - need to be able to provide a detail invoice with parts ...

    Some clients want a one line invoice and other want more detail on the invoice from service management ie - labor and material
  • Votes

    6

    Service Management - Need to restrict Vendor Order # to 10 digits to ...

    Service Management - Need to restrict Vendor Order # to 10 digits to coincide with AP record. Will error out record on post to AP.
  • Votes

    12

    Service Management Use/Sales Tax accrual

    Currently unable to accrue tax liability from SM
  • Votes

    13

    Service Management option to include sales tax in cost basis for parts ...

    1. For our customers working in Kansas and some other Midwest states, the sales tax laws consider the construction/service company as the end consumer. The state will ...
  • Votes

    10

    Allow for inactive pieces of equipment in EQ`

    Allow for a check box for a piece of equipment to become inactive from lists, reports and inquiries - similar to inactive Vendors.
  • Votes

    10

    Allow the ability to make an Inventory Item Inactive

    When Inventory items become extinct, allow for a check box to show inactive (like the AP vendor).
  • Votes

    4

    stop people from creating gl accounts on the fly like AP Vendors

    Have a security option for users to create GL accounts. If they have no access, send to suspense.
  • Votes

    2

    Send Orders to Commitments in version 13.1 results in rejections when ...

    Send Orders to Commitments in version 13.1 results in rejections when the Insurance amount is a large value
  • Votes

    1

    field reports send ability

    customers requesting in PJ Field Reports, the ability to [Send] directly within Field Reports as opposed to going into Reports > Field Reports and pulling up report XYZ.
  • Votes

    7

    Vendor Payment Type should be ODBC creatable

    Currently when you setup a vendor, you can choose whether the vendor is Cheque or Electronic. That’s fine except when when a customer wants to stop using Cheques and ...
  • Votes

    40

    Reprint Pay Check and Direct Deposit Paystub copy as a canned report

    This is a frequent item and should be a canned report please.
  • Votes

    3

    Make it easier to signify a prenote in PR

    Whenever the PR person needs to change an employees bank account and do a new prenote, it is necessary for an administrator to open the date field up to delete the old ...
  • Votes

    1

    JC - Labor Cost Report with date ranges

    In Job Cost reports, Labor Control menu, provide a JCT Transaction-based report that would be laid out like the canned JC Labor Cost Report, only with date ranges for ...
  • Votes

    0

    Would like to be able to call/run a Sage report (not Crystal) from a ...

    I'm sure others have asked for this capability. I would like to run some reports using a task scheduler to run at certain times per week. I want to be able to call a ...