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Votes
2
Add ability to condition moving PR transactions from history to ...
We do not want to move employees to archives without moving the related PR transactions to archives. Currently you cannot condition PR transactions history to history by ...by: Cheryl B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
4
Add vendor contact info to the commitment record in job cost.
Add vendor contact info to the commitment record in job cost. Ideally this would prefill from the vendor but be able to be overridden if a vendor has specific project ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
change refund apply date
If you accidentally put the wrong date in when doing refund apply in PM there is no way to change the date. After 2 hours of doing the steps recommended article and ...by: Karl M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 5 Property Management
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Votes
1
When entering GL Budgets let us add a range of GL Accounts.
Currently when a new property is is purchased and we want to create a budget for it (using an existing Budget type), each GL account for the new property has to be added ...by: Uri N. | 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
Create a table for certified payroll classes for each employee on a ...
In the time entry windows, there is currently no way to have the 'certified class' field pre-fill unless a certified class is entered in the employee's setup. However, ...by: Dan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
1
Quick Bill Invoicing-Cost Codes Auto Populate
Currently Quick Bill invoicing is a very manual process. It would be nice to have the cost codes come over from each job once the job number is entered in the job field.by: Rachael O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Quick Billing-Clients with multiple Bill to address
In the industry we are in, it could take a day to complete a job or several months, so we currently use Quick Bill. Currently Quick bill invoicing is a very manual ...by: Rachael O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Correcting multiple part numbers for the same item in the Service ...
I have recently taken over the task of cleaning up the inventory data for our company, and over time, employees have inadvertently created multiple part numbers for the ...by: Harvey R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
3
Add a checkbox on Employee Setup - Entry Info - to "Use Job WC State"
Currently the Employee's WC State overrides the State on the JC - Job Setup - Scope & Payroll tab. Normally we want the job to determine the WC State for the earnings. ...by: Tina H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
3
PM - More balance details on account preview screen
On the "Residents" window (under "Setup") it shows tenants info and even shows what they currently owe. Would be nice to have the last few transactions right on that ...by: EMMANUEL M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 5 Property Management
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Votes
1
Service Managment - Change material cost code from Problem to Item
For JC Job-related work orders: Labor cost codes are set with the Repair code, so each line can be different with no additional work involved other than selecting a ...by: John 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
Service Management - Integration with Equipment application
Service Management needs two levels of integration with EQ. 1) Revenue: Create a link to equipment that can be charged on a Work Order. This should be a separate table ...by: John 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
Change restrictions on open/close period - Not always 23 periods
I would like my accountants to be able to Open/Close periods 1 to 2 months back from the current period but no further. This would allow them to make entries after the ...by: Chris R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Service Management - Note field types
Currently, Boolean and drop-down lists are not available field types in SM Notes. Creating these types would make notes much more effective.by: John 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
3
Service Management - Notes Formats Expanded to Full Tables
Formatted notes are extremely useful. Reporting on them, however, can be a nightmare. Using arrays to parse out the data is complex. Similar to custom logs in PJ or ...by: John 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
Service Management - Allow AP invoices to include multiple POs and ...
AP invoices must be a one-to-one ration with POs in SM. Often, an invoice is sent which includes more than one PO on it or, occasionally, a non-PO line item. Currently, ...by: John 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
Service Management - Allow partial invoices to AP vendors
In Service Management, it would be helpful to allow partial invoices to be entered against received Purchase Orders, with the ability to enter multiple invoices against ...by: John 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
Contract based billing should allow you to copy and paste the entire ...
We have our monthly owner billings set up through contract-based billing in the Billing module. A spreadsheet has been created that lists the contract item/cost code and ...by: Kristen W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
1
In Sage 300 PJ Change Proposals, could we change the "Denied" status ...
1. I would like to be able to change the PJ/Change Proposal/Status option to something other than "Denied". "Not Accepted" seems to make the most sense. "Denied" just ...by: Charlie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
4
Bug - after upgrading to 16.1 (Rev 6) - AP and GL have unexpectedly ...
Bug: After upgrading to 16.1 (Rev 6) from 15.1: 1) AP has unexpectedly shut down at least 3 times in less than one month since upgrade (rarely happened in 15.1). (Most ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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