-
Votes
4
Job profitabilaty by date/period range
Take report 6-1-4-71 and allow me to identify the date/period range. Also create this report with more than one job on the page ex. Over/under report. Best to add a ...by: john s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
4
Integrate Schedules and Tasks With Microsoft Outlook
Microsoft Outlook is unquestionably one of the most used email/contact/reminder softwares used by businesses today. For simplicity, there are a few things that many Sage ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
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 ...by: Michele B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
4
Over and underbilling report needs job service invoices
We need the option to be able to include job service invoices in over and underbilling report as we want to do partial invoices in service for jobs so we can keep track ...by: Sandy H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
4
Calculate Profit/Overhead per Phase
I would like the option to be able to pull proposals and assign profit/overhead per phase. Currently it allows only one proposal with one percentage for profit and ...by: Leslie P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
4
Purchase Order Status - add the option 7 labeled "Credit Pending" or ...
It would be easier to check returns if there was an option on PO Status options that stated Credit or Credit Pending or Returnby: Sonja W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
4
Shortcut to take off
At the bottom of the job card file, there should be a shortcut button to the take off, just like you have short cuts to the bid items and other fields.by: Debora L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
combine budget phases
We really want and need the phases to be combined in the budget like it is available to be combined by checking a box in the progress billing. We create our estimates ...by: Monica K. | over a year ago | Last activity 15 days ago | Status changed over a year ago | Project Management
-
Votes
3
Duplicate cost code used in budget should still add up to put in ...
A budget was entered using cost code 9.9 twice. in all of the reports it combined it together. But when I went to enter a subcontract it told me i was over budget ...by: Carrie S. | about a month ago | Last activity about a month ago | Status changed about a month ago | Project Management
-
Votes
3
Only one person work in same purchase order at a time
Purchase Orders: if 2 or more people are working on the same PO, they don't know and their work may not be saved, but they think it is. Prevent more than one person in ...by: Jim S. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Project Management
-
Votes
3
Preventing Duplicate Daily Field Reports
There needs to be a way to alert someone if there is already a Daily Field Report created for a specific date and job.by: Jolene H. | 10 months ago | Last activity 4 months ago | Status changed 10 months ago | Project Management
-
Votes
3
make sort in 6-1-1-21 available by project manager, estimator, and ...
Currently, the only availability for sorting by employees is "supervisor". In our company, project managers have heavy influence on job profitablility. It would be nice ...by: Sig R. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Project Management
-
Votes
3
Project Phase Addresses
We would like to know if it would be possible to add functionality to include an address (City, state, zip) when creating a phase. For projects that have multiple ...by: Nicholas L. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
3
Daily Payroll should populate a report in 6-1-4 immediately without ...
I'd like to be able to see a real-time breakdown of hours- so something the transfers frmo the daily payroll directly into a report- used on each job without having to ...by: Ryan C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
3
Expand the information shown in 6-2 Budgets
You should be able to see Changes and Committed Costs in the Budgets 6-2. Reports show Changes as a separate number. The Budgets should have additional columns to show ...by: James W. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
3
When entering a Subcontract Change Order, need Vendor Compliance ...
When entering a change order to a subcontractor, have the vendor compliance warnings work. The vendor compliance warnings only work in 4-2 Payable Invoice and 6-7-1 ...by: Susan A. | over a year ago | Last activity about a year ago | Status changed over a year ago | Project Management
-
Votes
3
Committed Cost Report Shows Rejected Sub Change Order Sub Lines
Add a feature in the 6-1-12 committed cost reports that allows the user to remove 6-4-1 Change orders lines that have been rejected....or give an alert when a change ...by: tracy w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
Menu item 6-4-1 (change order editing after save)
Change orders should be return to being editable after being saved as it was in version 19. The only way to edit in the new version is to copy, delete, paste and then ...by: Marit I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
Add a go to part button on the 6-6-1 purchase order screen
Please add a go to part button 9-2 on the 6-6-1 purchase order . That would allow a purchaser to view parts on the fly while in the PO screen. This would allow us to ...by: Dustin P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
3
routing button for subcontracts
It would be nice to have a routing button and log in the subcontractor module like the one in the change order module. It's nice to have a log of when things are sent / ...by: Ashlea S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
By Category
- All Categories
- Accounting Reports (119)
- Accounts Payable (474)
- Accounts Receivable (440)
- Equipment Management (41)
- Estimating (116)
- General Ledger (126)
- Inventory (55)
- Other (262)
- Payroll (676)
Project Management (368)- Review and Reporting (144)
- Scheduling (48)
- Service Receivables (164)
- Utilities (88)
