• Votes

    4

    Commitment Change Orders are not visible from AP entry screen-why?

    When viewing commitments you can't see the change order details by default; Also when entering AP invoices against a commitment you don't see the change order detail ...
  • Votes

    2

    PJ Change Request - Option to reorder Lump Sum / Time & Material

    Request the option in PJ Change Request to show Time and Material first in the drop down selection if preferred.
  • Votes

    2

    How about simplifying the process of cutting joint checks so you don't ...

    Also, linking the joint payees and amounts against the filed preliminary notices would be awesome! Don't ya think?
  • Votes

    2

    Ability to stop people from entering commitments over the estimate ...

    The ability to stop people from creating a Commitment for more than the Total Estimate. Make them get a change request approved first would make sense. Not sure why there ...
  • Votes

    4

    Invoice Register report with ALL invoices with check numbers that can ...

    Combine the invoices by job, paid invoice report and the paid invoice register to have 1 report that shows all invoices, if they have been paid or not, if they are owed ...
  • Votes

    2

    If a commitment has not been approved, please let us renumber the ...

    Sometimes after a commitment has been created, we realize there was a mistake in the commitment number. If the commitment has not yet been approved, please let us ...
  • Votes

    1

    Document Designer Add's

    1st let me say that whoever came up with document designer is a genius! We love it and once I played around in it a bit, I found it very user friendly and is a major ...
  • Votes

    3

    In Project Management, when entering Change Requests, after I enter a ...

    If I've entered 10 lines and realize I have the incorrect Contract Item on each of the lines, I am unable to just change the contract item on each line. I have to delete ...
  • Votes

    1

    Prohibit users from creating extras through PJ change requests

    Users are currently permitted to create a new Extra when they specify the extra in a PJ change request line item. This is being done even though we have NOT permitted ...
  • Votes

    1

    Edit Feature for Commitment Numbers

    Users desperately need to be able to edit Commitment Numbers after saving them and before they are linked to invoices. Typos are made all the time and only after all info ...
  • Votes

    2

    Find out why drag and drop functionality will not work on Windows 10.

    The drag and drop functionality that Windows 7 had is not functioning in Windows 10. For example … Under Project Management --> Document --> Drawing Log you could drag ...
  • Votes

    3

    Change Request

    I would like to be able to copy multiple lines and columns of data from an Excel spreadsheet and paste it into the Price/Cost Estimate tab of the Change Requests in a ...
  • Votes

    2

    Billing module needs to allow almost 100% editing. Seems odd you are ...

    Billings does not allow you to make correction on the fly and the correction you can fix are very few. I don't understand it because we been using Sage for over 20 years ...
  • Votes

    21

    Close job/contract

    When the job number and the contract number are the same. It would be helpful to close both at the same time.
  • Votes

    2

    When entering budgets, have the category field start to look-up the ...

    In PJ, when I enter estimates, I have to put in the Cost Code and Category (along with other data). When I move to the Category field, I have to type all three letters ...
  • Votes

    23

    project management needs spell check that checks the entire document ...

    It is too labor intensive to have to check each field separately
  • Votes

    2

    PJ Import functionality, allow import to CR if cost unit desc is ...

    desc: The import into a PJ CR, is being rejected. reso:the import file does have different cost unit descriptions than what is setup on the JC category record. JC has ...
  • Votes

    1

    JC / PJ commitment header fields warning of changed

    Per Jared Meyer at 4000009727 ARES LLC: In Job Cost or Project Management Commitments, please give a Warning if users go to [Header] and change the standard fields ...
  • Votes

    5

    PJ Change requests - allow replication of previous change request. we ...

    Each month we create a change request for one of our jobs that actually zeroes out. We have to create this change request each month. It would be extremely beneficial ...
  • Votes

    2

    In Project Management, when we create a Job Cost Job, let us specify ...

    We need more flexibilty in the fields that are available to fill out when creating the Job Cost Job. At a minimum, please prompt for AR Customer and Tax Group.