All ideas

For accrual accounting, we should be able to select a prior date period to submit an invoice, rather than being forced to use the next billing period. Typical accrual accounting 101.

When there are 10 subs on a job, billing various times a month, we are unbale to tie all these invoices together. When we bill the owner various times, I need a way to mark them all with 1 unique number, aka "draw number' so when we get paid, we t...

We would all benefit from a real human monitoring the chat. After a couple of questions and we still need help, a customer service rep needs to be available, not just help articles.

There needs to be a way for the system to allow for a credit to be billed for by the Sub even in the event it is their last billing. if a subcontractor has billed 100% and their billings have been submitted previously and paid, it doesn’t seem the...

I have had nothing but headaches with this software since the update. Subs have trouble logging in, I can't send invites to jobs because contacts don't show up, the Vendor tab has lost significant functionality and AI for your support has is an ab...

It would be helpful if we are able to add an attachment to a pending pay application on behalf of a subcontractor. For example, pictures of stored materials and documents verifying those stored materials.

We have several team members that need to be part of a project, but do not need to handle the day-to-day management of the subcontracts/billings. Please add the ability to set email notifications by user (and/or by role) for more tasks. The amount...

Please add an "Attachment too large" error, or add a note that states "File cannot exceed 10MB" for attachments when adding necessary documents to pay app.

The Change Order Number should be the description shown on the SOV, not the phase code description.

It causes issues within Vista to export all SOV line items into SL. It causes our Accounting Department when doing joint checks to pull values from individual line items imported as an SOV and not one lump sum. Causing them to have to hand calcula...