Progressus Software
Next-Generation Professional Services Automation
Architected for the Microsoft Cloud
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Retention Items - Assign unique Entry Type in Liew of lumping them in as "Sales" Entry type
In the Project Ledger Entries the retention line amounts shows up as "Sales" Entry Type. The challenge is that when evaluating revenue or "Sale" type entries this should only include invoiced item or credited memo entries, not Retention. Retention...
Created 11 Mar 10:05pm by Tom Armstrong
Reporting
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Expense sheets cannot be reopened if part of the expense report has been posted
If an employee expense only partially posts you cannot access it to fix what needs to be corrected. It is desirable that the expense report be reopened and unposted expense sheet lines would be available for edit. Do not reopen the expense sheet l...
Created 16 Oct 01:55am by Guest
Expenses
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Ability to reopen an expense report even if a Purchase invoice was created from it
The reopen should create a purchase credit memo to back out the original purchase invoice.
Created 6 Sep 02:11pm by Guest
Expenses
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Add setting in project setup to select default project status on creation
We think it would be a great idea to include the possibility to set a default project status from the project setup for all projects created.
Created 1 Sep 02:00pm by David Embretsen
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Create Certified Payroll Report in Advanced Projects
Add a certified payroll report to advanced projects
Created 6 Aug 07:18pm by Tasha Anspach
Timesheets
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Copy Task Template
User has a Task Template for Percent Complete with Resource, Item and Expense all true. You want Percent Complete for Resources only. You copy the template with all, edit it for Resources only and save with a new name.
Created 14 Jan 04:10pm by Guest
Templates
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Add expense code to Subcontract screen
Expense codes are used all other locations in the project when it is not an item or a resource. But Subcontracts use the product posting group. This is inconsistent with other functionality and can create inconsistency in reporting when expecting ...
Created 13 Nov 04:55pm by Kim Bateson
Subcontract
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Change Subcontract Link on the Role center to show the number of records to approve
Is it possible to have these be like BC tiles? That show a number to approve? There are so many buttons now and people often do not click on these if there is no indication that there is open activity.
Created 16 Oct 09:08pm by Kim Bateson
Subcontract
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Update one or all Tasks on a Project Simultaneously
We need to be able to select any number of task cards at one time to update settings (i.e. Email Alert = True, % Complete Billing settings, Retention %).
Created 25 Nov 10:18pm by Guest
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Find and Replace Function for Journal Batches
The journal batches have a document number created by the system that does not allow for partial posting. You can do filters and post some of the journal entries but the remaining entries Document No. does not change. The next time a user wants to...
Created 17 May 05:39pm by Guest
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