• Votes

    2

    Have the PM that is entered into the Job Cost set up flow over to the ...

    I would have thought this was something that already should be happening but in a recent TUG webinar I was informed that it wasn't. There isn't a field for it in Job ...
  • Votes

    1

    When editing the amount or description for a line item in PJ Enter ...

    I have had to go back and revise the amount or description of line items in a commitment before it is committed. When I change the description, it reverts back to the ...
  • Votes

    2

    Change Contract Item in PJ Change Orders

    In Project Mgmt. Entering change orders. If you need to change a line, you cannot edit the contract item. You have to add a new line and then go back and delete the ...
  • Votes

    16

    Project management commitment change order log should include the ...

    In many places the commitment change order number is not listed. This is SUPER inconvenient. It should at least be on the report that is a log of the change orders. ...
  • Votes

    1

    In Job Cost, when we change the status of a Group Cost Code to ...

    On a specific job, If we change the Status of Cost Code 2-000 to Closed, automatically change ALL Division 2 Cost Codes (2-010, 2-020, 2-100, etc.) to "Closed".
  • Votes

    2

    When linking a Change Order to a Contract item, have and option to ...

    We want all Change Orders to be linked to new Contract Items at the bottom of the Contract. We do not want COs accidentally linked to existing Contract Items. Please ...
  • Votes

    1

    Need to be able to copy a Job, in Job Cost Module, with ability to ...

    Currently, in the Job Cost Module under job set up, I cannot copy a job with a "use contract" billing status and change the new job to a "use Quick Bill" job. All ...
  • Votes

    0

    last payment info on commitment record is incorrect if not check ...

    whenp
  • Votes

    2

    PJ Change Requests do not show on the CR Log-Oustanding (CR) if ...

    Change Requests do not show on the CR Log-Oustanding (CR) if unlinked from a Change Order previously approved: Removed CR close, save, then go back to CR detail tab, in ...
  • Votes

    3

    Drawing Log

    Setting up new drawing item and there are already enough items to extend below the form window. It would be helpful if a user could scroll within the list instead of ...
  • Votes

    4

    Provide option in JC under Job Setup to use PJ or JC Change Management ...

    With the new upgrade, jobs by default are setup to use PJ change management method. One of our divisions uses PJ while another does not. IT would be great if there was an ...
  • Votes

    7

    Sage Estimating SQL should create a estimate file for PJ Change ...

    Sage Estimating SQL v16.11 does not create a .pee file. The .pee file is needed for a PJ Change Request when you want to import an estimate that is already created. The ...
  • 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

    4

    Commitment Edit

    After a commitment is entered, the vendor and job are tied to the commitment. Can the Commitment box on the AP entry be after the job, so that there can be an edit ...
  • Votes

    8

    Increase size of Custom fields in Job Cost

    Need to increase size of custom fields in Job Cost. We use them for email address fields. Some of our clients have 50+ characters in their addresses.
  • 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 ...