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Votes
1
AP - Clean up Period End Report-CCP Accts
Change the Period End Report - CCP Accts so only "open" transactions are on it. Currently EVERY transaction - charge and payment - that has been entered is on the report. ...by: Rae S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
PDF files printed using TS PDF Generator being created with Temp ...
When printing reports to PDF using the TS PDF Generator it is saving the file with a Temp attribute that prevents it from being replicated using DFS. Tested using another ...by: Mark S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
3
Import functions such as Commitments should not post automatically.
Import functions such as Commitments should not post automatically. We are utilizing a 3rd party product that imports our commitments and there is no way for accounting ...by: Jean S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
In Subcontractor Compliance, when I change any field on a compliance ...
We need to know who last updated the compliance record. If not changing the "received by", add a "Last Updated By" field.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
My Assistant - Allow my assistant to save reports directly to a ...
for schedule tasks that run reports every month. Allow my assistant to save these to a network drive just as they e-mail the reports.by: Shawn D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
6
Deactivate a property
Would like the ability to deactivate a property that has been sold or has been moved from construction phase to an operational phase.by: Krysta N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 5 Property Management
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Votes
2
Please add the ability in job central to enter the accounts tab info ...
Can finally copy and paste SOV's from excel and enter default info for retainage and billing format but there is no option to enter the GL accounts for AR, AR Retainage & ...by: Patti F. | over a year ago | Last activity about a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
would like to run statements for SERVICE A/R only!
would like to be able to print service statements without printing Construction statementsby: Sandra D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
In my custom Reports, store the date the report was last run
It is difficult to determine whether a report has been recently. Please add a field to track the date that the report was last run.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
Enhance default columns in Contracts by Subcontractor
We are constantly modifying the view so we can see the information we use regularly. The fields are available, just not locked in place. It would be nice to not need to ...by: Terri K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
6
Misc. Subcontractor Compliance Items in Job Setup
As a regional contractor working in multiple states, with many different compliance issues, and for both public and private owners, it would be extremely beneficial if in ...by: JoLynne B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
11
I need a way to block a Project/Job from having transactions post to ...
I need a way to block a Project/Job from having transactions post to it, without "Closing" it. When I close it, the project drops off of reporting and my WIP. So I need ...by: Brian S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Automated Job number
When setting up a job in JC I would like to see a job number automatically assigned. You would open up JC, go to setup and enter the address of the job into the address ...by: Lorraine R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
5
PJ Change management
With an update to 15.1 the PJ Change Management check box is always checked. We (and I am assuming other companies as well) do not use Project Management, and so an ...by: Ryan R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Import Time File Reject
Please add the option for the full file to reject if an error is found. With the system we are using to generate this file, it would be better to see which records were ...by: Scott D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
1
Please change PO to act as JC and PJ - do not send insurance ...
PO is pulling insurance information from the vendor during order entry then sending that information over to the commitment record in JC during Send Orders to JC. At ...by: Jeannette E. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
1
In SM i would like to be able to see a filter under view invoices so ...
so that I can run a report by open invoices when doing collections.by: Sandra D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
In SM i would like to be able to see a filter under view invoices so ...
so that when working on collections I would not have to see all of the paid invoices. Seems rather basic.by: Sandra D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
7
Please give us back "conditions" on the job setup screen
We used to have this functionality & I used it all the time. It is very helpful when updating jobs to condition for the jobs you're looking for, such as open jobs or ...by: Lorie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
Disallow entering a PJ Commitment CO to an uncommited Commitment
Accounting commits the PJ Commitments once signed copy is returned by the vendor. But Project Managers are able to enter, approve and save a Commitment Change Order even ...by: Beth K. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 2 Project Management