• Votes

    1

    Payroll Net Check Distribution Report

    create a report that displays an employee's net check distribution to direct deposit accounts (nick name for account is acceptable) with search criteria by check date, ...

  • Votes

    1

    5-1-9 Ytd/Qtd Earnings - selection for do not show 0 earnings

    It would be great it the reports did not include zero earnings.

  • Votes

    1

    Combined AR/SR call sheet that is modifiable

    Many clients like to use the aged call sheet reports in AR and SR because it contains the contact name, phone, email etc. And I generally add the ability to include the ...

  • Votes

    2

    enter purchase order on credit card charge

    It would be GREAT to be able to enter an order # (or subcontract #) on the credit charge screen. It's a pain, and time consuming, to have to create them as an invoice ...

  • Votes

    1

    On report 6-7-4-21 Please move "Refresh" below "Print" on File tab, as ...

    We upgraded and the "Print" option was always the first option listed from File on report 6-7-4-21, and now we constantly choose "refresh" since it was placed ahead of ...

  • Votes

    2

    5-1-6-21 Certified Payroll Report

    On 5-1-6-21, would be nice to separate the amounts for Medicare and FICA instead of combining them. This way, the report would be compatible with Washington State's ...

  • Votes

    1

    Service statements - print in invoice date or # order, not record #

    Please change the default sort of all the job, client, and service statements by invoice date instead of record #. This would be true for just about every other list ...

  • Votes

    1

    In 1-3 Journal Transactions, it would be nice to link the account ...

    Sometimes I would like to be sure the entry I have made has done what I wanted. The account linked would make it easy.

  • Votes

    1

    Create a Current Retention Calculated Field for use in Modify Reports ...

    When using a calculated field formula in 3-7 Modify Report, if the result for the current retention amount is 0.00 it shows as blank and doesn't enter as 0.00. I need ...

  • Votes

    1

    Why can't I pull up a report with all open or partially billed ...

    I progress bill but sometimes it takes a while until we complete the work. I would like to be able to pull up a report showing me all open proposals and change orders. ...

  • Votes

    2

    I would like to add another billing status in job costing

    In job costing there are 3 billing statuses,I would like to be able to add my own status name for invoices that are not being billed. I understand that I can save in ...

  • Votes

    2

    Allow Reference# field to be imported via API from Paperless to Sage ...

    When a credit invoice is received it can be linked to the original invoice using the Reference# field in 4-2. Paperless does not link this field allowing it to be used ...

  • Votes

    4

    Searching cost codes by job for AP invoices

    The following information comes from SAGE HELP. However after various testing, the cost code list by job does NOT include cost codes that have been added to the job via ...

  • Votes

    2

    Sage Advisor Update not showing on server

    The Sage Advisor Update is not showing as being installed on the server but when an update is installed the box is already checked indicating it was previously installed. ...

  • Votes

    7

    admin ability to kick afk user

    When an admin needs exclusive access to the program, there should be a section within the license administration that allows disconnecting users who are logged in but not ...

  • Votes

    6

    11-2 Add keyboard shortcut for the "calculate" function

    Many functions have a keyboard shortcut like CTRL+D or whatever. Can you create one for the calculate function? Looking for it in SR 11-2 but would be helpful in ANY ...

  • Votes

    5

    5-2-1 Add the sum of highlighted values to employee calculations tab

    LOVE the new feature that provides the sum of highlighted values. So please ADD that feature to the calculations tab of employee records at 5-2-1

  • Votes

    3

    lock Ext sell price in takeoff grid, Bid Items, Phases and entire ...

    Add a column for lock Ext (sell) price in all takeoff grid lines, Bid Items, Phases and complete Takeoff to allow Lock Ext (sell) Price Purpose: when production trades ...

  • Votes

    4

    Certified Payroll and 3-5 Jobs

    When the "Requires certified payroll reporting" is checked on 3-5 Jobs, another tab should appear to show the following. Public Works Contractor Registration Number FEIN ...

  • Votes

    4

    Track serial number

    A report to show the life of a serial numbered part. From when it comes in on what invoice to when and wherer it goes out on a invoice or allocation.