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Votes
1
Adding Service Area tab as a column on Dispatch
There are two areas on top of each work order that are color coded that show on each work order on the dispatch board. First is priority and the other is service area. ...by: Kim L. | about a year ago | Last activity about a year ago | Status changed about a year ago | Scheduling
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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. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
2
whenever a backup does not run, that it sends a warning email to my ...
I believe having notifications that are sent to your email or phone , letting you know that back ups have failed would be beneficial. we input a lot of data daily, but ...by: Jeremy l. | about a year ago | Last activity about a year ago | Status changed about a year ago | Other
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Votes
2
Use Tax vs. Tax Paid at Source
When we pay sales tax on Non-Taxable materials from Home Depot, for example, we need to track the NON-Taxable amount (tax paid at source) just the same as the Taxable ...by: Kelly J. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Payable
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Votes
4
Our company owns over 100+ pieces of equipment, plus vehicles. We ...
Adding Fuel Costs to the report, would provide a better breakdown of expenses on the project.by: Jane G. | about a year ago | Last activity 19 days ago | Status changed about a year ago | Project Management
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Votes
4
Word level text enhancements
The ability to customize text to stand out in estimates for better organization.by: Steve K. | about a year ago | Last activity 3 months ago | Status changed about a year ago | Estimating
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Votes
5
Payroll calculations default accounts restricted to account types
Please restrict users from adding non-expense accounts, or for accounts outside of that range when creating or updating payroll calculations. I just tested and was able ...by: Charlene D. | about a year ago | Last activity 11 months ago | Status changed about a year ago | Payroll
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Votes
4
expand paygroup number of digits to at least 10 digits
6 digits is not enough characters for a systematic approach to assigning numbers to paygroups. In CA the DIR issues new rates twice a year, there are many times more ...by: Charlene D. | about a year ago | Last activity about a year ago | Status changed about a year ago | Payroll
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Votes
10
Saving and Printing Actual Vendor Certificates of Insurance in 4-1-5 ...
While in the middle of a big general liability audit and needing to send the auditor a copy of every COI for every subcontractor paid, I am finding it very time consuming ...by: Stephanie B. | about a year ago | Last activity 2 months ago | Status changed about a year ago | Accounts Payable
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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. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
2
summary posted payroll detail report
For clients that use posting payroll in summary, I see that there is an option at the end to preview a log of some sort, but you can't print it. Is there an option ...by: Charlene D. | about a year ago | Last activity about a year ago | Status changed about a year ago | Payroll
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Votes
16
changing the cost code on posted payroll
Just like changing the cost code in 6-3 updates the details for AP, could you please add that option for payroll somehow? Or add an option to update the cost code for ...by: Charlene D. | about a year ago | Last activity 11 days ago | Status changed about a year ago | Payroll
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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. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Receivable
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Votes
1
Customizable Automations for Report Send Outs
When a job is changed to completed to closed status, an automation triggers to send a Committed Cost Report to emails listed within the automation.by: Kyle K. | about a year ago | Last activity about a year ago | Status changed about a year ago | Review and Reporting
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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. | about a year ago | Last activity 8 months ago | Status changed about a year ago | Accounts Receivable
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Votes
6
Journal entry create multiple transactions
If entering 1 journal entry with multiple lines hitting the cash account in it, allow each one of those lines to create a transaction that can be cleared on the bank ...by: Tiffani E. | about a year ago | Last activity 3 months ago | Status changed about a year ago | General Ledger
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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. | about a year ago | Last activity 9 months ago | Status changed about a year ago | Accounts Receivable
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Votes
7
Payroll YTD totals report
5-1-2 41 Payroll Check Register totals page, by employee. Current year or prior year totals for all deductions.by: Tiffani E. | about a year ago | Last activity 2 months ago | Status changed about a year ago | Payroll
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Votes
3
save view for previous recs
We would like the ability to save the lookup window's view to be organized by account rather than by month.by: Charlene D. | about a year ago | Last activity about a year ago | Status changed about a year ago | Accounts Payable
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Votes
4
T&M Journal by Cost Code AND by Cost Type
Would like to see billed costs by Cost Code AND by Cost Type in the T&M Journal, and/or be able to drill down the T&M Summary to see how a Cost Code total breaks out into ...by: Renee C. | about a year ago | Last activity 18 days ago | Status changed about a year ago | Review and Reporting
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 (675)
- Project Management (368)
- Review and Reporting (144)
- Scheduling (48)
- Service Receivables (164)
- Utilities (87)
