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Votes
8
allow adding attachments in progress billing after posting.
Attachments can be added before a progress bill is invoiced and posted, but not afterwards.by: Pieter D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
AR Statements - POs
It would be great to be able to modify or have a report that would also pull the PO numbers from jobs/Work orders and show on the statements.by: Alina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Progress billing by cost code to be split between taxable and non ...
It would be helpful in income tracking to be able to import the data by cost code into progress billing and have the taxable and nontaxable items be separate that way ...by: Regina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Delivery/Task orders set up
When we set up a job, we currently have a "base" job to charge all expenses to. Then when a Delivery/Task order is issued, we have to set it up as a separate job because ...by: Laura S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Expand Phase Digits to 10+
Phase number digits are not limited in the 3-5 Phases screen, so for many years we have used 10+ digits for inter-company cross references to Jobs/Phases (e.g. ...by: Pam L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Allow Holdback Defaults To Be Entered in 3-6 Clients
For regular customers, either holdback is something that is required on all of their projects, or it is required on none of their projects. It would be nice to be able to ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Description field in 3-2 should have a Character Limit so that it is ...
Description field in 3-2 should have a Character Limit so that it is not exceeded, and cut off when printed. In 3-2 if you enter a description that is lengthy -- and ...by: Steven K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Please add the ability to MODIFY Report 3-4-21 to 24
It would be nice to able to modify these reports. At the moment the aging summary table prints in the first page and doesn't print on the next page if the information ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
When using progress billing - why at the point when I can invoice for ...
In 3-7 I create my progress billing. At the end of the project or when I can invoice for holdback why can't I do it from here. I have to go thru the process in this ...by: Tami J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Allow multiple phases on the same Receivable invoice
Our job contracts have several phases and cost codes. Currently we have to enter a separate invoice for each phase for each billing. Sometimes could be 10 to 15 ...by: Jan F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-5 Jobs Project Started Field
Would be nice if the Project Started Date / Starting Dateof the Contract could default to the date of the oldest job cost entry. This would eliminate report errors when ...by: Trinity P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Ability to print work orders/invoices with any status.
I completed a work order then tried to print, i was forced to void the record and re-do, why?by: Lisa T. | over a year ago | Last activity over a year ago | Status changed about a month ago | Accounts Receivable
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Votes
3
Add Client PO# to 3-2 Invoices when Posted from 3-9 Unitary Billings
Currently, the 3-2 Invoices Client PO will populate from the 3-5 screen during data entry. Please add this functionality (insert actrec.pchord) when 3-2 Invoices are ...by: Alex L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Unitary Billing Update Quantity Cutoff
3-9 Unitary Billing, Update Quantities from Daily Field Reports has no cut-off function. This means invoices have to be prepared before any daily reports are entered for ...by: Alex L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
cash receipts lookup by Client Short Name - used to work - enter the ...
We can do this on the Job Field but not on the Client field.by: Phyllis B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
On 3-5 Screen(Jobs) would be great to see inventory ...
On 3-5 Screen(Jobs) would be great to see inventory allocations(Tickets)-maybe a tab at the bottomby: Christina T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
MSHA Safety Hours or other hour tracker requirements
Need a check box on client card that pushes to the job card to designate MSHA (or similar) safety requirements. Right now, we are using the certified payroll check box to ...by: Jessica T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
As a GC, it would be nice to be able to enter the expiration date of ...
General Contractors would find this useful. Most policies are good fro 1 year and expire with the option to renew. If it expires there is no coverage for the client ...by: Shelli W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Progress Billing- Importing the Budget-- The line items are 'Grouped' ...
Progress Billing- Importing the Budget-- The line items are 'Grouped' with the same Cost Codes. I would like the 'OPTION' to either keep the format the same as it was ...by: Cindy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
list phase under job when printing and invoice
We create one main job to put several small jobs under, ie Small Repairs 2018. We bill these under phases. When printing the invoice it only shows the main job at Small ...by: sheri p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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