-
Votes
5
9-5 Takeoff Tax
As a re-seller of material, under 9-5 takeoffs when creating an estimate for a client we need to be able to show sales tax on certain items after O/H and profit rates are ...by: Alex D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
Votes
5
Being able to pick either MISC or NEC for non-employee payments in ...
I need to be able to pick if a non-employee compensation vendor prints on a 1099-NEC or 1099-MISC. We had to pay a non-taxed settlement to an ex-employee that per the ...by: LauriAnne H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
5
Protecting original budget
The lock edit button is not prohibiting an override of the original budget if exported from the takeoff a second or third time. Please do not warn that it will override ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
5
audit trail - "record history" keeps only 3 months of history
Why is there only 3 months of history in the "record history" or "Field history". We need all history. Sometimes you don't discover it for some time so 3 months isn't ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
5
Allow check number auto-fill to be turned on and off (user preference)
We use multiple checking accounts and run the risk of having the wrong check number auto-assigned to the payment. Sage should have a feature which allows the auto-check ...by: Cindy Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
5
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed about a year ago | Service Receivables
-
Votes
5
Show quantity on Hand in Inventory Location Grid for Work ...
When invoicing you will get a error if there is not enough inventory on hand for the part entered from a particular location. If the quantity on hand was an option to ...by: Kasie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
-
Votes
5
4-3-2-21 Check Transmittal Report sort by Invoice Number please
4-3-2-21 Accounts Payable, Pay Vendors, Print Check Transmittals, Check Transmittal Report: It would be very helpful if the check transmittal report could sort the ...by: Peggy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
5
Aatrix 5-1-11 MD DOL Certified Payroll Report. The report should be ...
The MD DOL report, when ran through Aatrix, is flagging the Ethnicity in red for not being completed. However, this information should be pulled from the employee's ...by: Owen Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
5
"client outstanding balance of $X.XX" showing in service receivables
Should be able to set permissions for employees who have access to 11-2 work orders to prevent them from seeing the pop up reminder stating the outstanding balance. Often ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
-
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
-
Votes
5
being able to print a statement for customer in the AR Screen
If you are in AR module 3-6 and pull up a customer. Have a button on this screen to print a statement instead of going out of that screen and going to AR 3-4 and pull ...by: Sandra F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
Job Status should be able to change on Multiple Jobs simultaneously.
Meaning we should be able to choose 2 or more jobs in Bid for instance and change them to refused without needing to enter into every job individually. Especially for ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
client po on statement
Clients refer to jobs using their po #'s. We need to have that on the statement.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
work comp report 5-1-5-21 job select criteria box
Will you PLEASE unlock the Job number drop-down search criteria box? It ridiculous that it's locked at 'between', and that I CANNOT choose 'equal', 'greater', 'less', ...by: K. K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
5
5-1-11 Certified Payroll Report should pull based on work date not pay ...
For users that only pay bi-weekly, the 5-1-11 report will not pull data because it claims the payroll record can only be for 7 days. This is FALSE. The state does ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
5
Combined AR/SR call sheet that is modifiable
Many clients like to use the aged call sheet reports in AR and SR because it contains the contact name, phone, email etc. And I generally add the ability to include the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
Reminders for tasks within scheduling.
To have reminders in scheduling that would remind you when different tasks are starting, their duration, and if they have a subcontractor vender. Something that would ...by: Mark S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
-
Votes
5
invoices created from progress billing
Should be able to click on invoices at 3-2 and go to source (3-7) without having access to the General ledger 1-3 screen. Besides the obvious security reasons ( ie: ...by: mary d. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
Change the DD Assign Check Numbers to have an option by check date
The assign check # function runs by pay period ending date but then when you go to direct deposit file it goes by check date. I had an employee who had the wrong pay ...by: Lisa G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (122)
- Accounts Payable (493)
- Accounts Receivable (454)
- Equipment Management (43)
- Estimating (117)
- General Ledger (132)
- Inventory (58)
- Other (273)
- Payroll (712)
- Project Management (381)
- Review and Reporting (148)
- Scheduling (49)
- Service Receivables (171)
- Utilities (93)
