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Votes
50
When emailing an account receivable invoice, it would be great to have ...
This feature would save time by not having to search & input an email address, as well as help to avoid the potential of selecting a wrong email addressby: Rik M. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
5
edit invoice after being created from progress billing
there used to be an option to edit the 3.2 invoice after it was generated from the 3.7 progress billing screen. We used departments when cost coding so I have to copy, ...by: Jaims G. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
18
Import Change Order Description to Progress Billing Once Approved
When my PMs create invoices, they don't know what each change order is for and have to go back to the job to be able to see what the change order is for.by: Matthew D. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
13
I wish when a customer has a Credit that it would tell me when I'm ...
Like in Quick Books. It will tell you if that customer has a credit right from the invoice screen, then you can apply it right from there. I don't like how you apply ...by: Michelle S. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Accounts Receivable: Need a Time and Materials billing invoice
Accounts Receivable: Need a Time and Materials billing invoice that show Description, Quantity, Price, Ext. Price, and Amount. This would be identical to the Work ...by: Sherry B. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
22
Ability to Edit Progress Billing Gridlines
It seems that our Schedule of Values always needs to be edited after about our 4th progress billing. Would like an easy way to move gridlines around & insert space, grid ...by: Kim G. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Save Cash Receipts w/o posting and reopen after corrections
We are contracted with one primary client who sends one payment a week. It's not unusual to have 200 invoices on one payment. If there is an error on an invoice, we have ...by: Donna P. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
18
Invoices to pay refresh
When we are selecting invoices to pay and we notice a change that needs to be made, we are able to drill down and make allowable changes to the invoice but it would be ...by: Desiree F. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Invoicing without a Job Number
There should be a way to invoice customers without having to reference a job number as there are occasions when the invoice is not related to a job (example: monthly rent ...by: Dawn D. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
36
3-7 Progress Billing; allow the user to insert rows in the middle of ...
This idea is submitted on behalf of E Vaughan Rivers Inc (account ID: 4000076966). The company has a number of contingency items they must invoice for through AIA ...by: Kenneth K. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Delete progress billing after it has been submitted
If a progress billing is made by mistake or with the wrong job is selected and then submitted that progress billing just sits in that limbo land forever. I would like a ...by: Allyson R. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Accounts Receivables search invoice amounts
In 3-2, if you use the drop down arrow to search an invoice number, you used to be able to see how much the invoice was for without having to double click to open it and ...by: Marilyn S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-7 Progress Billing Status of 1 or 2 Should be Voidable
If I create a new progress bill but the job has been billed 100%, that progress bill stays forever. The only work around is to void the previous progress bill but this is ...by: Matthew 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
Customer refunds help is wrong
Step 18 in the HELP topic for Customer Refunds is not correct. The credit already exists from an overpayment or credit issued after prior payment in full has been ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-4-21 Job Statement
The description cuts off after 25 characters even though there appears to be plenty of room remaining for a longer description. Apparently, it is a locked field so must ...by: Cara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Stop Hiding Sales Tax Exempt# Field in 3-6 Receivable Clients
Stop hiding Sales Tax Exempt# field in 3-6 Receivable Clients for companies that have NOT purchased the 11 - Service Receivables add-on module. Companies still have ...by: Neil M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
show Change Orders on statement and cash receipts
Would like to see in Cash Receipts my change orders so I can apply payments to each CCO's, and I woud like to see the CCO's in the Statementsby: Bob 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
Deposits into checking account
Set up an Asset accounts called "Deposits Pending". When entering checks, have a choice to either go straight to checking or deposited into this account. When ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Commission account to pay from
I would like to be able to accrue or have entries made to an account for an employee who received Commission on sales. I would also like to have this entry made when the ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
t&m billing taxable type
Tax districts on T&M invoices are not working well. I need to have subcontractor's not taxed - BUT the overhead/profit associated with these costs as taxable. Currently ...by: theresa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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