• Votes

    1

    Have Year to date Accumulation Period Totals in Job Setup

    Why is Job Setup missing Year to date Accumulation Period Totals? I am trying to build a formula to calculate the Total YTD Cash Out per job and I need that field.
  • Votes

    4

    Create a pre check writing report, so you know how many checks to put ...

    Our printer prints back to front, so it would be helpful to be able to put the correct amount of checks in the printer.
  • Votes

    2

    Allow in balance sheet for a section not to print if no balances. ...

    Try to create and generic fin stmt format so can be used across multiple businesses but not every business uses all the sections in the report. So they should not print ...
  • Votes

    3

    Please include change of job status in JC transaction table

    Please include change of job status in JC transaction table. We need to be able to report on when a job was marked closed from within the JC transaction table.
  • Votes

    4

    create a "scheduling report" to view all active myassistant tasks by ...

    Currently there is no way to view all active tasks and day/time they are scheduled for. This has frequently lead to issues where many reports are scheduled for the same ...
  • Votes

    2

    MS Word for export in Estimating reports, include attachments

    In Estimating, it would be nice if reports could export to MS Word. Also, if attachments could be printed out with the report.
  • Votes

    2

    Crystal Reports printing sub reports to printer

    In versions before 14 users have been able to have a Crystal Report with drill down or on demand report and was able to click the printer icon to print the report. In the ...
  • Votes

    1

    Sales Tax reconciliation

    There is a Tax Preparation report in AP that does an excellent job of reconciling the accrued use tax liability but there is nothing comparable for sales taxes in AR. I ...
  • Votes

    2

    Defect 537541

    I have no ability to save a change to the account inquiry. I understand the the above defect number has been set up for this issue. I also understand that this problem ...
  • Votes

    2

    accumulate contract and billing information in cost code division

    We need to be able to report on the contract and billing information by cost code division. It needs to accumulate in the places it has available in the cost code table. ...
  • Votes

    2

    JC GL - have an automated entry/account with over and under billing ...

    We have our jobs in JC, we have GL accounts for over/under billing and revenue adj for net over/under. I should be able to pull up a financial statement and see it ...
  • Votes

    2

    JCT_current when pulling in via ODBC always has an error until I ...

    JCT_current when pulling in via ODBC always has an error until I remove the following fields, please fix this: Commitment_CO AP_Payment_ID Bank_Account Check Deposit_ID ...
  • Votes

    2

    16.1 PR Time table has an ODBC error in the End field, worked in 15.1 ...

    We use ODBC to pull in the data tables and have reports that are formatted and easily refreshed from this. We were on 15.1 and could bring the whole PR Time table into ...
  • Votes

    2

    county field needed in JC job setup and SM WO setup and a report that ...

    We have to report on the county field often. We use JC and SM - why not be efficient and have it all (SM included) report in JC so we can run one report?
  • Votes

    2

    internal change orders

    We have been using Internal Change orders to track estimated cost to complete but the problem is that all the reports include this information in the total estimates. We ...
  • Votes

    4

    My Assistant - make conditional formatting of data/columns in emails ...

    We place data in columns and would like to be able to conditional format it. (For example if we have a column that has regular hours we'd like to turn the font red if ...
  • Votes

    2

    print preview

    When I am doing multiple Print Previews to check or verify information I have noticed that the request screen gets larger every time a preview is requested. Not sure if ...
  • Votes

    4

    AP vendor totals life to date

    Unless I am missing seeing it (if I am please let me know where to find it!!), there are not life to date vendor totals stored in the AP Vendor Master. This is a basic ...
  • Votes

    1

    In Security for Inquiry Designer, allow us to limit inquiry creation ...

    We
  • Votes

    2

    Be able to print Subreports from the desktop

    With version 15.1, you can no longer print Subreports from a Crystal Report on your Desktop. You can export it to a pdf, but when you click the printer icon, it sends ...