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Votes
14
Progress billing (3-7) - lengthen description in grid to 50 characters
In the 3-7 progress billing, please lengthen the description in the grid to 50 characters long (there is room on the AIA form) as soon as possible. This would be much ...by: Babette H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Paid Receivable Invoice should say "Paid" on it, not just show zero at ...
When I send paid invoices to clients for their records, they are confused because the billing detail still shows, it just puts 0 at the bottom. Other systems will show a ...by: Michele H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
creat a report to see payment history in days 30, 60, 90
This is no report that shows a customers payment history in daysby: Alexis M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
When downloading reports with job number to excel can it be in a ...
When exporting reports from 3-5 or 6-1-8 Bonding report to excel for job number to be formatted to number and not text.by: Rachel A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Printing reports (i.e. receivable invoice) without having to save and ...
Can there be someway to make the receivable invoices printable without saving? Or if not can you set it up so that when you save the invoice doesn't close so that you do ...by: Laurel G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Track when 3-5 job status changes for reporting sake
We need to be able to print reports based on what the 3-5 Job status was at a given point of time in the past now that we have the new multi-year ledger feature in Sage ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
HST is not calculating on Holdback Progress Billing.
Clients request a copy of Progress Billing for Holdback along with the Invoice. HST does not calculate on the 3-7 form, therefore amount owing and tax amount does not ...by: Sharon P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
12
Progress bills in status 1 or 2 should be able to be voided
Progress bills created in error or anticipation of a CO that isn't coming just sit in Progress Bills currently with no way of removing them. Those of us that browse by ...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
9
Include Phase Number in 'Invoices' and 'Payments' on the 3-5 Jobs ...
This way you know what invoices belong to each phase if you look at them via the job menu.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
4
T & M Summary Report: Inconsistency between Proposal Amount and Billed ...
The T&M Summary Report pulls the T&M Budget--which includes markup, overhead and profit--from the Proposal, however, the Billed Costs include bill rates, but don't ...by: John C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
The description on the T&M invoice should pull from the wage rate ...
We found that the wage rate in the description field rounds weird because it is a formula. For consistency it should pull from the wage rate table.by: sue 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
3-7 Progress Billing be able to bill without cnets
In the 3-7 progress billing you are able to bill in dollars only without cents. You would need to fill in your current complete and then select the entire row and go to ...by: shawna b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
3-7 Progress Billing Remove Income Account from Setup Screen
Move Income Account/Sub-Account to be a Line Item as it is in 3-2 Invoices. This allows different departments (Income Account/Sub-Account) to be entered on the same ...by: Cheryl W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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
6
Have AR Client Satements to subtotal each job.
Currently the AR statements just list all the open invoices. It would be nice for our clients if the statements would subtotal each job to make it easy for our clients ...by: Alan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
40
Have a Misc Billing for A/R.
There are times we have Misc billings that are not related to a job. We rent out equipment, Bill for Customer Service work that a builder has asked us to do from another ...by: Don 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
Quantity in Progress Billing
There are quite a few instances where we bill material/options and they get more than one. However, there isn't an option to enter the quantity of any items just the end ...by: Nycole G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
22
Ability to add more than one Client per Project.
Sometimes my client changes partway through the project and sometimes I might work for a contractor and they want me to bill their client for something directly. ...by: Shana P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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