• Project creation should not be Pending but IN PROGRESS

    • Under Review
    • 0 Comments
    Most projects created are created for a reason and we should be able to default it to In Progress status. Takes extra time in entering data which all the new changes each one seems to take users longer to complete work thus not user friendly. Maybe...
  • Expand Project Allocation Pop-up

    • Under Review
    • 0 Comments
    It would be nice to have a larger pop-up box for the project allocations. Some purchases are for numerous jobs (>15) and working with such a small window is cumbersome.
  • Client Order Deposits to Job Site

    • Under Review
    • 1 Comment
    Our company needs the option for deposits on client orders to be allocated to a job site. Right now, we cannot allocate to a job site until the order is converted to an invoice- but then the job site shows the full revenue amount instead of the 2 separate...
  • Project Status Updates

    • Under Review
    • 0 Comments
    I would like to be able to mark multiple projects as complete in a batch, as well as add an end date. Doing this via the export/import feature would make like so much easier. Thanks! Amy
  • Creating Project

    • Under Review
    • 0 Comments
    When creating a project - I would like to have Status shown as "In Progress" not "Pending". I have never had a pending project created in the years since using Simply Accounting or Sage 50 Canadian. Also it would be nice if you had the option of...
  • Project active or inactive

    • Under Review
    • 0 Comments
    I would like to be able to select project by completed date and make inactive all button or select the ones in that date to make inactive. This would be able to cleanup those showing when making invoices. Also, it would be great to have a report where...
  • Assignments

    • Under Review
    • 0 Comments
    I often assign expenses to the same group of projects, (ie15 projects @ 6.67% each), and have to key in the percentage for each project. It would be very convenient if I could name a group of projects and have the expense automatically apportioned to...
  • Allocating invoice amounts to job name

    • Under Review
    • 0 Comments
    When creating a payables or sales invoice, would take less time to allocate invoice amounts to job name if the cursor would automatically appear in the "job name allocation popup box" after pressing "enter" when in the job name area of invoice.
  • Project search

    • Under Review
    • 0 Comments
    When you go into the projects it would be nice to be able to search by project number instead of having to move to it manually.
  • Day Rate in Payroll

    • Under Review
    • 1 Comment
    We pay a day rate/salary. It would be nice if there was an option instead of hours it showed up on the paystubs as days rather than hours. It would be easier to ROE that way too.