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Votes
19
Scrolling to looking up a customer or vendor
In the old version (12) when you would be looking up a customer or vendor, you could start to type in their name and you could scroll down with the arrow key. Now in ...by: Jean K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Ability to setup Receivable Clients on an ACH account
Clients have requested for us to set them up on an ACH account. Payment for services provided on a reoccurring bases.by: David D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Retention release - age differently from other due dates of other open ...
The aging report is incorrect when we release retention on a job and there are still open invoices. Often happens when the payment cycle is 60-90 days but billing cycle ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Sales tax on overhead for T&M billings
Currently the taxability table includes cost types, and Profit columns only. We need a column for overhead. It appears to not be calculating on the overhead portion of ...by: Charlene D. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
1
Print A/R Aging by Job Access List
Print the A/R Aging by the Users on the Job Access Listing so we can look at each user's A/R seperately.by: April C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Date Selection on Statements
When printing statements for customers, it would be great to be able to have the option to enter a date range for the statement. For example, if you want to include ...by: Kasie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
security on post for progress billing
There is a need for security in Progress Billing. The ability to secure the Post feature would allow PMs to create a progress bill without being able to affect ...by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Due terms in business days
We have several Clients that negotiate their due terms in Business Days. It would be great to have that option in the system. We have to change it manually at each ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Undo/Go back button
I would like to suggest having an undo button or go back button like Microsoft has. I deleted a line in my invoice and it created more work for me because there were a ...by: Jessica G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Freeze Grid Column
I am in Jobs and when running a query I have added many fields which makes many columns. I want to freeze the first column so I can see all the way across what job my ...by: Danielle D. | 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 Enter Multiple Contracts/POs to a Job + Multiple Clients
Sometimes we get multiple contracts or POs per job and sometimes they are through different clients too. Would be nice to be able to not have to keep track of that stuff ...by: Mackenzie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
multiple departments on one invoice
We have multiple departments that work on the same job. It would be ideal to be able to separate and invoice into multiple departments for cost tracking and income ...by: Ryan L. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
remembering order of headings in search function
When searching for progress claims under 3.7, you are able to manipulate the order of the headings under the search function. This is not remembered by the program and ...by: Dan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Editing of progress claims without the need to generate an invoice
There are situations where a contract is billed under 3.2 and much later along the project cycle, the schedule of values is defined. Where you had previously billed under ...by: Dan 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
Allow T&M Invoice to be untaxable
Materials that are job costed and sales taxed via job cost are being subject to tax again when invoiced to customers via the T&M invoice system. There should be a ...by: Gary P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
allowing the option to choose specific change orders to upend to a ...
right now if we have a job with multiple change orders, when we go to the progress bill to append as new lines, it brings in all the approved change orders. We should ...by: Kim 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
Allow unlimited Tax Entities
If you use the sideways arrow under Tax Districts it brings you to a window where you can enter in Tax Entities. These tax entities make up the total tax for a Tax ...by: Jessica R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Add a box for Designer on the 3-5 Job
We have a box for Architect. Can we add one for Designer?by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Longer contact email address field
We are using Procore, it assigns email address for the project, and these email addresses are much longer that Sage 3-5 contact table accepts. please make the contact ...by: Kathy R. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
AP/AP Hold Back Tabs on Client 3.6 and Vendor 4-4 pages
To be able to see if holdback is outstanding by client/vendor rather than having to go into the all jobs to search. By adding a tab at the bottom with open invoices or ...by: Deb O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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