Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

3 VOTE

Adding a Line of Billing Detail to ProForma Invoice

When adding a line of additional labor or expense 'on the fly' in the ProForma invoice there is not option to add the employee id. This is a huge issue as many service companies track billing by employee. The only option to resolve this is to Do...

Created 13 days ago by Cheryl Mortvedt

Projects

1
27 VOTE

Add the ability to group quotes by task the same way you can group projects by task

No description provided.

Created 4 months ago by Mike Duberstein

Projects / Construction

4 Gathering Feedback
7 VOTE

Creating Project from Project Quote: Billing Contact Information from the Project Quote Should be Copied to Project

As of Acumatica 2020 R1 (Build 20.101.0032), when a project quote is converted to a project, the selected contact (aka billing contact) from the quote is not copied over to the project. Instead, the project pulls the default billing contact/addre...

Created about 1 month ago by Tera McCulloch

Projects

3 Shortlisted
83 VOTE

Allow for Stock Items to be added to a Project without the need to be added to the Warehouse Location

For a Stock Item to be added to a Project - Acumatica forces the addition of the Project and Task Code to the Warehouse Location. This creates issues with the time and effort required for every Stock Item that can feature on a Project has to be ad...

Created over 1 year ago by Guest

Construction / Projects

4 Shortlisted
4 VOTE

Populate CaseID field in PMTran

If a case activity is associated with a project when the case/time activity are released the CaseID field in PMTran is not populated. Therefore you cannot identify the Case on the Project Invoice.

Created 28 days ago by John Wiles

Projects

0
15 VOTE

Project Quote should automatically load estimate tab information when a Project templates is created

I think everyone who uses project quotes would like this feature.We have project templates setup so that the tasks, revenue budget, and cost budget are automatically loaded and the end- user need only enter quantity on each line of the budget ta...

Created 4 months ago by Don Carl

Projects / Construction

1 Future consideration
51 VOTE

Enhance Project Quotes so a user can use mark ups to provide a complete price to clients and migrate both cost and price to the project.

A company that will quote a project is attempting to define the price for a client and deliver a document that will enable them to secure the project. That price in many cases is derived by identifying cost items (NSI or Stock Items) in both lump...

Created about 1 year ago by Glen West

Projects / Construction

5 Future consideration
15 VOTE

AR Aging by project

For Construction - to be able to see aged items by project

Created 4 months ago by Ron Fairchild

Projects

1
7 VOTE

Reason Codes for Billing Write off on Pro Forma Invoice

When creating a pro forma invoice, we want to write off a line or portion of a line. There is a need for a reason code to indicate the reason for the write off (ie. training, over budget, mistake, etc) This reason code may even determine which a...

Created about 2 months ago by Cheryl Mortvedt

Projects

0
7 VOTE

Project Quotes - Add activities for any status of Quote

Activities are not available if Project Quote has been submitted or Prepared Status. All activities should be available for any status.

Created 2 months ago by Guest

Projects

1

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Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.

Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow

No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

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Adding a Line of Billing Detail to ProForma Invoice

Add the ability to group quotes by task the same way you can group projects by task

Creating Project from Project Quote: Billing Contact Information from the Project Quote Should be Copied to Project

Allow for Stock Items to be added to a Project without the need to be added to the Warehouse Location

Populate CaseID field in PMTran

Project Quote should automatically load estimate tab information when a Project templates is created

Enhance Project Quotes so a user can use mark ups to provide a complete price to clients and migrate both cost and price to the project.

AR Aging by project

Reason Codes for Billing Write off on Pro Forma Invoice

Project Quotes - Add activities for any status of Quote

Filter by Status

Filter by Category

Identify yourself with your email address

Adding a Line of Billing Detail to ProForma Invoice

Add the ability to group quotes by task the same way you can group projects by task

Creating Project from Project Quote: Billing Contact Information from the Project Quote Should be Copied to Project

Allow for Stock Items to be added to a Project without the need to be added to the Warehouse Location

Populate CaseID field in PMTran

Project Quote should automatically load estimate tab information when a Project templates is created

Enhance Project Quotes so a user can use mark ups to provide a complete price to clients and migrate both cost and price to the project.

AR Aging by project

Reason Codes for Billing Write off on Pro Forma Invoice

Project Quotes - Add activities for any status of Quote