• Votes

    3

    Add third party joint payee

    We are constantly needing to have three parties on a check especially under the mechanical subcontractor. Now we have to put both the second and third payee in the ...
  • Votes

    12

    Entering Insurance Dates in AP & JC

    I want to be able to enter insurance dates without have to hit the "/" key between the month/day/year. For example, if I enter 042915 it should simply populate to ...
  • Votes

    4

    AP Subcontractor Compliance Management Default View

    Allow user to change the default view from Outstanding to another available option (ex. Outstanding & Expired).
  • Votes

    2

    Customize GL Toolbar

    13.1 version - "Tasks" option is not available under "Customize Toolbar" in GL, so I can't add "Post Entries" or "Change Entries" buttons to my menu bar on GL. Please ...
  • Votes

    7

    allow AP voids to prior periods for error correction

    In the case where a check was accidentally dated in the prior period it would be helpful to have the ability to void the check in the prior period who would want this: ...
  • Votes

    18

    Enhance name search in all modules

    Allow for user to put in a partial name or job description and have they system come up with any matches. For example we could enter *tile* and the system would bring up ...
  • Votes

    6

    When entering an invoice into AR, could you not allow an invoice date ...

    When entering and invoice date that is in a closed period, it gives a soft warning that the period is closed. Could this be a hard warning?
  • Votes

    7

    Print certain pages of report, not entire report.

    Was available in V13, but not in 14.
  • Votes

    6

    Move "Delete" Buttons away from the other buttons

    The Delete or "X" button for "delete" is too close to the rest of the buttons in several modules which can accidently be hit instead of the intended button. Often times, ...
  • Votes

    2

    Import JC Rate Table data

    Create a tool function to import rate table data in Job Cost.
  • Votes

    2

    In AP when entering invoices for a Summary Vendor, in the Summary ...

    Make the default State boxes automatically capitalized.
  • Votes

    5

    AP System should generate email to alert of upcoming invoice due dates

    When an invoice is coming up to its payment date or due date instead of having to review a report an email reminder should be generated by system.
  • Votes

    3

    AR Allow for Accounts Receivable unposted cash receipts review

    If an AR cash receipt is out of balance, it can sometimes be stuck for days without us knowing. Possibly- provide a function that sweeps AR posting for these and alerts ...
  • Votes

    1

    In AR add ability to code cash receipt (vendor refund) to apply to ap ...

    (The multiple steps for this currently are too time consuming, our old software allowed this.)
  • Votes

    3

    A/P Pending invoices screen should have more lines showing of ...

    I'm so disappointed that version 14 didn't improve some of the input windows. It isn't good that I can only see 6 invoices at a time on the pending invoices entry ...
  • Votes

    6

    Have an update to a company address be changed in the contacts linked ...

    We tie persons to companies when we set them up in address book. If we change the address for the company we would like the person addresses to update. Right now we have ...
  • Votes

    6

    WBS code field length

    In the Pervasive version of Estimating, please allow a larger size to accommodate a longer field length. The 20 character limit does not allow enough characters to ...
  • Votes

    5

    Sage Desktop loading speed

    When we upgraded to version 14.X we noticed our custom desktop configuration files are very slow to load. Please speed up the process of loading Sage Desktop custom ...
  • Votes

    1

    PO Module-Allow users to tie a job number to a location when entering ...

    Allow a job number to be tied to a location in the PO module, to avoid duplicate entry.
  • Votes

    4

    Ability for unlimited user performing backup or close month tasks to ...

    Sometimes applications are locked up or users may forget to finish tasks and exit Timberline applications before leaving their workstation for extended period.