• Votes

    4

    We would like to limit the number of users in a po at the same time to ...

    We have this ability in the takeoff screen but not the PO screen. This tends to cause issues if more than one user is in a PO at the same time and making changes. One ...
  • Votes

    2

    I would like to see description included in the labour cost report

    This info can be pulled from payroll 5-2-2
  • Votes

    3

    Want Warning in Paperless When A Cost Code Is Over Budget

    Currently, the only warning option in Manage AP Flow is to warn when the job as a whole is overbudget. I'd like to have the option to get a warning (as a processor and ...
  • Votes

    1

    Assign a task to a cost code

    Add the ability to add a task to each cost code
  • Votes

    3

    Relocate the Jobs menu to the Project Management menu

    Jobs are not really accounts receivable. We bill for a job, but the customer is the receivable. When setting up security, it makes way more sense for the 3-5 menu to be ...
  • Votes

    1

    SSO-Purchase Orders Without Pricing

    We would like to be able to attach purchase orders to jobs in SSO without the cost information. Our installers need to see the PO's but we do not want them to see the ...
  • Votes

    5

    Change Order Details

    When entering a change order request, the 'approved' amount automatically enters in as well. Can it stay blank until i actually go in and approve the change order, as it ...
  • Votes

    1

    cost to complete filter by period and/or date

    It would be great if we could filter report 6-8-1 by period and/or date
  • Votes

    8

    If Jobs are inactive or closed, related subcontracts and change orders ...

    If you are in Accounts Payable or Project Management and looking for a specific subcontract or change order and sort by job, it is necessary to pass hundreds of ...
  • Votes

    3

    Request for Proposal (RFP) Comparison

    We send out RFPs to vendors and get at least 3 quotes for each major material package. We compare prices before awarding a PO to a vendor. As an example: I would ...
  • Votes

    6

    Cost Code Report

    I would like to Print Cost Codes in ALPHABETICAL order OR numberical. At this time there is no way to do that.
  • Votes

    5

    Need more room in the description field- need to be able to display ...

    We are having the issue now of not having enough room to put in all the details for the customer to know exactly what they are paying for. There needs to be a bigger ...
  • Votes

    3

    Separate Payroll for Admin and Union

    Our company has the need to separate the processing of payroll between union employees reported to a job level (project management) and the Administrative employees. Can ...
  • Votes

    2

    I would like the transmittal to pull the address from the Billing ...

    We use the general info tab typically for the physical address. Some clients have P.O. Boxes. Typically the transmittal are mailed with a packet so the general info ...
  • Votes

    13

    Inactivate Phase

    I would like the ability to inactivate a phase once it has been completed so no other costs can be posted to it.
  • Votes

    5

    Purchase order report by budgeted cost code- for material and sub cost ...

    We need to see what purchase orders were written for which cost code so we can decipher between po's. We also need to see this so we can see if our pm's are properly ...
  • Votes

    5

    Allow to unapprove change orders in contracts

    You can unapprove a contract item, but not a change order (in order to add another item to it or make ANY changes). That should be a no brainer easy fix!
  • Votes

    6

    Access the Takeoff screen through the Job Screen module.

    I would like to suggest making a hot button key to link the job screen to the takeoff screen. I know that you can access the job screen through the takeoff screen, but ...
  • Votes

    5

    Change Orders - Have Phases as a column option to enter in the Prime ...

    In Change Orders, whether in the Prime or the Budget/Sub, can Sage add in the Phase Column? We do some projects with Phases, and when it comes to change orders, we would ...
  • Votes

    6

    Change order sequential numbering with Revisions

    Change orders should have some sort of auto revision#. Problem now is that although we can edit the number to include for instance R#1. the sequential order number stops ...