• Votes

    5

    Would like to see a range of contract-based invoices that are ready to ...

    When posting invoices, there is no range option to choose from like in other modules.
  • Votes

    5

    Ability to have attachments on change request auto fill to change ...

    Customer is asking for a way to have all attachments on change requests be added automatically to change order records for eas of viewing/reporting.
  • Votes

    5

    Allow PJ to send an invoice request to the AR

    Our project managers manage the projects to the extent that they let accounting know when to invoice the customer, how much, and why. There is nothing in the system that ...
  • Votes

    5

    Prevent Timberline from rounding retainage balance in contract based ...

    For whatever reason Timberline is automatically rounding my retainage balance up by $.01 which is throwing my total retainage balance off. How can I correct or adjust ...
  • Votes

    5

    In PR make 401(k) deduct and catch up deduct part of what you update ...

    In PR make 401(k) deduct and catch up deduct part of what you update each year. Preferably make it so we can assign the deduction id we want for each but that you have a ...
  • Votes

    5

    PR Enter Time Extra # Column

    In PR Enter Time, the extra # entered on one line continues to carry over to subsequent lines. Please stop the carry over once an Employee Name has changed.
  • Votes

    5

    Switching to another company

    For those of us that have multiple companies, it would be really useful if we could have the option to switch to a different company in the file menu. All the other ...
  • Votes

    4

    In the latest release, when checks are printed, there is a GL warning ...

    In the latest release, when checks are printed, there is a GL warning on the reports for posting to a future period in the GL module. I do not see why this is necessary. ...
  • Votes

    4

    Deleting large batches

    it would be nice to be able to delete a large batch. We click the wrong button on generate reoccurring invoices, now we have 700+ invoice to delete. This is all from ...
  • 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

    4

    In Commitments, to be able to delete one line item at a time.

    In PJ, please adjust our Commitments to letting us delete one line item at a time. When entering a purchase order with 100 line items, if there are any entry errors, then ...
  • Votes

    4

    add a security feature to not allow change requests to be deleted

    we want to control who can delete change requests using the security feature.
  • Votes

    4

    In Purchasing, let us partially invoice a receipt.

    We enter receipts as the materials are received. At times we receive multiple invoices for that receipt, and we are unable to partially invoice the receipt. We do not ...
  • Votes

    4

    In Purchasing Inquiries, Let us View the Description & also let us ...

    It would be easier to search on part part of the PO Description field.
  • Votes

    4

    Allow Custom Description of Field Reports Fields/Titles

    It makes no sense that one cannot modify the titles of the columns in each tab for the Field Reports, since each company might use them for different things, especially ...
  • Votes

    4

    Allow "Import Issues" to import a .csv file instead of a .txt file

    Allow "Import Issues" to import a .csv file instead of a .txt file. It's one step to save an excel file as a .csv file. But to change that .csv file to a .txt file, you ...
  • Votes

    4

    Committment Window should show all change requests

    When bringing up a committment the window should show all change order items added to this committment. I should not have to run a report to confirm that it is added. ...
  • Votes

    4

    Log out users from Sage 300 CRE after 30 min of inactivity - CRITCAL ...

    Automatically logoff users from SAGE after timed inactivity. Monthly closes of modules are affected when someone has a screen open and forgets to log off.
  • Votes

    4

    Export Materials between jobs

    As we are not able to switch call types on a created work order, sometimes we have to create a new work order with a different call type, when doing this we have to minus ...
  • Votes

    4

    I would like the ability to change from T & M to Quoted and vice ...

    Sometimes projects go from a time and material set up to a quote and sometimes quoted work becomes time and material depending on the circumstance. This cannot be ...