• Votes

    1

    Relocate the Jobs menu to the Project Management menu

    Jobs are not really accounts receivable. We bill for a job, but the customer is the receivable. When setting up security, it makes way more sense for the 3-5 menu to be ...

  • Votes

    2

    Add column for sales tax amounts in AR billings lookup window for jobs

    The Contract summary doesn't include sales tax, but the total invoice does. Please add a column for the sales tax amounts in the AR billings lookup window so that users ...

  • Votes

    3

    reminder to update accounts when adding a new department

    Can you please add a reminder pop up to use the update accounts button when adding a new department. This would be similar to the reminder to use the options update ...

  • Votes

    1

    Exporting by change orders

    Create a fill space in the cost column when exporting purchase orders by change order and by the job. Currently, any line without a cost will NOT export when exporting by ...

  • Votes

    2

    Direct Deposit check numbers with letters

    We would like to be able to use letters in our DD payroll checks. Please add that ability in the DD file manager so it allows us to (just like the new ACH payment ...

  • Votes

    1

    Add a cell/spot to show who posted the Service Inovice in 11-2 Work ...

    It would be helpful to have an additional User Cell or in the Record History in 11-2 to be able to see who posted the work order to Open. We have 2 departments that work ...

  • Votes

    1

    Add a phone number column on the Employee search

    We have a lot of employees, so when someone texts in sick, we may not have their phone number in our phones. I would like to be able to do a search by phone number on the ...

  • Votes

    4

    Work Order Salesperson Default

    Please default the Salesperson in WO from the client table. It would be really nice if you choose the option of default from client OR Job - but if not - client ...

  • Votes

    4

    Calculator Display Option

    When using built in calculator, it opens and displays full calculator (F3) automatically in Takeoffs, but does not in other screens. It would be useful to have an option ...

  • Votes

    1

    12-4 Email Capability

    It would be extremely helpful for the Email feature to be available (currently grayed out) when printing a PO Receipt report. Extreme time waste to print to .pdf then ...

  • Votes

    2

    Automatically Update Part Costs in Inventory Templates

    Currently, when creating a template for inventory allocations, the part cost at the time the template was created is used for all future allocations made from that ...

  • Votes

    6

    lookup window should default to current status

    When using any lookup window that the sort choices are statuses of current vs anything else, customers would prefer it default to the current choice instead of ALL. IE: ...

  • Votes

    1

    Add scheduling of custom reports so indirect GL account budget ...

    Pushing accountability for overhead expenses down means providing access to transaction totals to people that don't see the income statement. Currently non-job related ...

  • Votes

    6

    hot list on closed progress billing

    We want to be able to uncheck the hot list box on closed progress billings, but changes cannot be saved.

  • Votes

    3

    Create Separate Credit Card Charges When Paying the Same Vendor.

    When paying A/P invoices via credit card instead of a check using 4-3-2 it would be great if Sage would create separate credit card payments for each invoice like it does ...

  • Votes

    1

    11-2 Billing Cycle Tri-annual/Specific Months

    In 11-2 Billing cycle drop down it would be helpful to have an option to chose specific months. We have some clients that want a tri-annual contract or very specific ...

  • Votes

    2

    Income Statement Comparison 2-3-32 Needs Account Numbers

    The Balance Sheet Comparison allows you to include the account numbers on the report but the Income Stmt Previous Year Comparison report doesn't include account numbers ...

  • Votes

    3

    ACH Payment Receipt Details

    I would like to see a deposit date added to the ACH receipt. That way vendors/employees are able to see when their payment will be deposited.

  • Votes

    1

    Credit Card Reconciliation Screen Reset

    When I am in the credit card reconciliation screen and I open a specific charge to view details once I close that window the CC reconciliation screen will reset to the ...

  • Votes

    6

    Recurring Payables-End Date

    It would be awesome if we could create a recurring payable with an end date. Automatically ending after a selected amount of payments.