-
Votes
8
Proposals
We would like to create bids and proposals without assigning a job number. We don't assign job numbers until the proposal/bid is accepted. PLEASE make this an option!!!by: Brenda H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
When searching 3-5 for a Job, create a Default so that when you search ...
Every time I open 3-5 and look for a job, the Default is ALL JOBS/ALL STATUSES. Create it so I can choose what my Default will be the next time I check 3-5. For example, ...by: Martha M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
12
Add a Remaining Balance column to the PO window
Please add a remaining Qty balance to the PO window so we can see them on the Master PO or any PO.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
7
Round to Whole $ on 6-4-1 Change Orders
When entering Change Orders on 6-4-1 Change Orders 'Prime Change Details' tab, please add 'Round Current Column to Nearest $' similar to the option found in the Update ...by: Cheryl W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
2
Be able to adjust Notes column in combined budget lookup
When looking up a job & then looking at the Budget, I cannot read what is in the Notes column. I also cannot adjust it after hiding columns that I don't use, the other ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
1
Export new job to Trello board
Is it possible each time a new job is opened to export the Short name and job description into a Trello card on a Trello board. Trello has some good project management ...by: kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
6
Menu 6-4-1 Change Order Description
Add word-wrapping functionality and/or extend the character limitation for the Description field on the grid line of the 6-4-1 Change Order record. I run an electrical ...by: TEST T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
1
Make Submittal In 6-11-4 Auto Fill From 3-5
when you select a job for a submittal, the system should autofill the client and vendor based on what you have set for the job. Currently it wont default, you have to ...by: Edwin B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
1
I'd like to ask that 6-3 Job Costs have an option to attach backup ...
I'd like to ask that 6-3 Job Costs have an option to attach backup documents like 4-2 Payable Invoices/Credits. .We have allocations and other memo entries that we ...by: Chris S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
1
Submittals and Parts relationship
Make it so that a part from inventory can be pulled into the submittal. Since spec sheets etc are tied to the part it would be nice to be able to pull that part from ...by: Ryan L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
Project Phase Addresses
We would like to know if it would be possible to add functionality to include an address (City, state, zip) when creating a phase. For projects that have multiple ...by: Nicholas L. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
3
When entering a Subcontract Change Order, need Vendor Compliance ...
When entering a change order to a subcontractor, have the vendor compliance warnings work. The vendor compliance warnings only work in 4-2 Payable Invoice and 6-7-1 ...by: Susan A. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
1
Allowances added in Over/Under 6/1/7.
When using the Over/Under in 6/1/7- We need to be able to add Allowances just as we add Change Orders with an Estimated Amount as well as a requested/approved amount. In ...by: Renee H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
Expand the information shown in 6-2 Budgets
You should be able to see Changes and Committed Costs in the Budgets 6-2. Reports show Changes as a separate number. The Budgets should have additional columns to show ...by: James W. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
1
Allowance tracking
We need a better way to identify allowances on jobs. Allowances in the contract value and allowances in the budget. Right now they get lost. They create big swings in ...by: Shawn E. | about a year ago | Last activity about a year ago | Status changed about a year ago | Project Management
-
Votes
1
Have a change order column in cost to complete so can track your ...
Have a change order column in cost to complete so can track your original budgetby: Mike E. | about a year ago | Last activity about a year ago | Status changed about a year ago | Project Management
-
Votes
3
Job Cost Journal Report with attachments
I'm looking at the job cost journal report 6-1-2-61 and I am able see all the vendors and invoices there. It would be nice to have the option to print with attachments. ...by: Nancy P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
12
Invoice entry should auto populate job costs and cost types from ...
It would be nice when entering an invoice that is tied to a Subcontract, the job cost information should follow from the Subcontract, not the vendor record. The vendor ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
Most of our projects are custom and are billed T&M against a client ...
When creating a budget for a job with a T&M billing setup, Please have the budget calculate and include the markup, overhead and profit based on the T&M billing ...by: Rich W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
1
Cost to Complete popup dialogue
I would like to request that at popup dialogue be added to 6-8-1 Cost to Complete when you click on the calculator button. This would be similar to the dialogue box that ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
By Category
- All Categories
- Accounting Reports (119)
- Accounts Payable (474)
- Accounts Receivable (440)
- Equipment Management (41)
- Estimating (116)
- General Ledger (126)
- Inventory (55)
- Other (262)
- Payroll (675)
Project Management (368)- Review and Reporting (144)
- Scheduling (48)
- Service Receivables (164)
- Utilities (88)
