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Log Style Reports

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    report for transactions that need to be sent into intacct

    A report you can pull that pulls everything in the accounting link that needs to be posted over by project
    Victoria McCullough about 1 month ago in Log Style Reports 0 Needs review

    PO CO Detailed Reports

    Currently, PO COs are able to be created, however, the Detailed Report to print and send to vendor for signature is not complete. Comments are pulling from original PO and not PO CO items. Also, there is no signature field. Is this something that ...
    Victoria Edenfield Hurd 7 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 Future consideration

    Information Shown on PDF of Project Directory

    Can email addresses be added to the pdf/"report" of the project directory?
    Genevieve E about 1 year ago in Log Style Reports / Project Directory 0 Future consideration

    Multi-Project report for export status of accounting link objects

    there should be a report in the system that allows users to be able to see each of the different objects that are able to export via the accounting link and what their current status is in. This would give clients an easy insight into the differen...
    Patrick Sheppard 4 months ago in Accounting Links / Log Style Reports 2 Future consideration

    Workflow Stock Report

    Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
    Michelle Moffatt about 1 year ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

    Forum for Shared Reports like Quickbooks

    There is a lack of simple standard everyday use reports. Creating custom reports is a near impossible task unless you have hours to build them. Quickbooks has a "contributed reports" section where you can download and build off of other users crea...
    Aimee Boehm over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 0 Future consideration

    Unpaid billed report for all bills and sub invoices

    Please create a report showing all bills and sub invoices that have been billed to the client but not paid to allow easier approvals.
    Debbie Idzik almost 2 years ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 0 Future consideration

    Added Details to Checklist Reports

    When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
    Guest over 1 year ago in Checklists / Log Style Reports 1 Future consideration

    PROPOSED STOCK LOG REPORT: Be able to print an entire project directory with: Company Name, Contact Name, Phone Number, Type (cell, office, etc.) and email address of every contact on the project without having to look them up individually.

    Why is it useful? Can you imagine printing every individual sub out, one at a time, on individual pages? No, we need a simple complete list. It should also be able to include permit numbers and inspection request phone numbers.
    Guest about 1 year ago in Log Style Reports / Project Directory 1 Future consideration

    Printing reports for multiple projects in a single job format.

    Hello! Can you guys add a feature for multi-project reporting that prints each job by open/closed and project field instead of automatically rolling them all together? It would save time from having our admin staff print the individual job reco...
    Guest over 1 year ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 0 Future consideration