Ideas

Feature Request: Auto Numbering for Parent Section Selection Description: Display automatic numbering for parent sections when users are creating a new section in Cost Volume Properties or copying an existing section. This enhancement will make it...

Feature Request: Display Default Header and Footer Values in sections Description: When a user creates a section, the system should display the current Header and Footer values. This will ensure users can review existing content before making chan...

Please add the ability for pivot grids to automatically calculate the subtotal of the selected data. For example. I would like to view the subtotal of several data elements by year. However, it only shows the subtotal of each data element across t...

Feature Request: Continuous Numbering for Appended Word Headings Summary: Enable continuous, automatic renumbering of numbered headings when appending Word documents into a Cost Volume section, so that the imported headings follow the existing num...

Feature Request: Preserve Header/Footer Spacing on Word Export Summary: Ensure that when exporting an appended Word document, the “from top” and “from bottom” settings for headers and footers are preserved exactly as in the original uploaded docum...

Description: After uploading a document, the user may need to download it to make edits or send it via email. Use Case/Example: The user created a document from a template that already has document sections. One of the sections is out of date, and...

Enhance the withholding feature in Cash Flow Pro to base calculations on billing type formula elements. This update ensures precise withholding deductions and re-additions, improving financial accuracy and user transparency.

When reports are exported to MS Excel, after the report completes users are given the option to open the file. Would like to see this same option available to open the file for the Export to Excel option on the External Data tab of the ribbon.

Description: Add more columns for the Cost Volume Screen. At least, Created by, Created Date, and Last modified,

Description: Need the ability to track max number of concurrent users Use Case/Example: Being able to see how many concurrent users information will the business when they need more or less licenses