General
• Added option to filter project list form and reports to limit list of
projects to selected project manager.
•
Added several project listing reports to project list form that can be filtered
and sorted like the form.
•
Added project manager to project listing reports and ability to sort project
list by project manager.
•
Changed default project email list to also include default CC list for printed
documents.
•
Added Refresh Counts/Totals button to project form Summary tab to recalculate
the total.
Contractor Billing
(if you don't have this module, you can add it! (Click
Here for more information)
• Added ability to create project billing worksheets in Excel for easier
distribution and editing.
• Added new Schedule of Values Item Listing report that only
includes amounts and not other fields.
• Added ability to create a Schedule of Values Item Listings
in Excel.
• Added review button to payment app summary to show
history for solving problems with amount due.
• Added project manager column to billing project listing
reports.
• Added subtotals to Schedule of Values Item Listing report
if headings and subtotals are used.
• Added an option to billing reports to sort project
listings by project manager.
• Added buttons on schedule of values to quickly and easily
mark all items taxable or non-taxable.
• Added an option to set the number of decimal places on the
quantity on billing change orders items.
• Added an option to change the default heading above the
signature area on billing change orders.
• Added buttons on billing change orders items to mark all
items taxable or non-taxable.
• Made font bold on payment application for word “Draft’ or
“Final”.
Certified Payroll Tracking
(if you don't have this module, you can add it! (Click
Here
for more information)
• New WH-347 2025 report format is
included that expires 1/31/2028.
• Updated CSV file format for Illinois DOL file upload to certified payroll
portal.
•
New Massachusetts Weekly Certified Payroll and Workforce Participation Form.
•
Updated Oregon WH-38 and added WH-38E that includes demographic information.
•
Updated Missouri Department of Labor certified payroll report.
•
Introducing option to import time cards from file exported from Paychex
(contact us if interested).
•
Added a delete button to the time card list screen to make it easier to delete
unneeded time cards.
•
Added option to use report number in the file name instead of date when
printing reports for date rang
•
Added option to create separate PDF files for each week when printing reports
for date range
• Includes any updates for the next year to remain current on the report
formats and tax table updates.
Communications
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Here for more information)
• Added buttons on Proposals items to mark all items taxable or non-taxable.
•
Added buttons on Proposals items to copy items from material list and schedule
of values template.
•
Added approved date to Proposals.
•
Added new status “Pending” to list of status options on Proposals.
•
Added new column “Class” to Proposals items.
•
Added option to create and copy a default project CC list to any communications
document CC list.
•
Added ability to double click Contract/PO # in any document to open Contract/PO
record.
•
Added option to set the number of decimal places on the quantity on proposals
and material logs.
•
Added proposal report type to print heading only on first page and signature
only on last page.
•
Added item completed date column to Meeting Minutes report.
•
Changed to use submittal title as email subject when emailing
submittal PDF file.
•
Added option to print item notes on Material List and Punch List reports.
Contract Documents
(if you don't have this module, you can add it! (Click
Here for more information)
• Added a report type option to sworn statement to include addresses of
companies on second page.
•
Added option to Contracts/POs list and report to sort by contract number or
contract date.
•
Added buttons on Proposals and Change Orders items to mark all items taxable or
non-taxable.
•
Added ability to double click Contract/PO # in Proposals and Material List to
open Contract/PO record.
•
Added option to set the number of decimal places on the quantity on contracts,
proposals, change orders and material logs.
•
Added proposal report type to print heading only on first page and signature
only on last page.
•
Added a button to Contracts/POs to copy items from a schedule of values
template.
•
Added approved date to Proposals.
•
Added new status “Pending” to list of status options on Proposals.
•
Added new column “Class” to Proposal items.
•
Added new columns “Class” and “Cost code” to Contract/PO items.
Estimating
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Here for more information)
• No new features at this time.
Equipment Tracking
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Here for more information)
• No new features at this time.