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Completed
6
Archive jobs that have equipment allocations
I have been told by several clients that there jobs will not archive if they have equipment allocation costs tied to them. I don't know why equipment costs would be any ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Completed
27
Duplicate Invoice Warning
Currently the entire invoice has to be entered before a duplicate invoice warning is shown. It would be nice to have that warning before all of the information is ...by: Becki W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
2
Query Shortcut
It would be time saving (time = money) to have Query shortcuts. We spend time building a query that will house all the data we need for a quick report and ability to ...by: Jen B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Completed
6
Maintenance Contract Alert
We would like to have an alert to pop up for the client (just like the alert for when client has an outstanding balance of 123 and past due balance of 123) in the work ...by: Danielle H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Completed
2
Email statements - email settings don't save
When emailing statements from 3-4, the statement variable box pops up. It has a check box to "save email settings as default." When clicking that box, it won't save any ...by: Juli C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Completed
4
Voiding an equipment allocation
An equipment allocation with the wrong recovery costs (way too high) was posted. We tried voiding the JE, job costs, equipment revenue etc, but each window says you must ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Completed
5
In Daily Payroll Entry (5-5-1), make it possible to lock an entry in ...
I have a client who wants to allow their employees to enter their own payroll hours into Daily Payroll Entry (5-5-1) without the employees being able to see what others ...by: Carri J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Completed
3
Cloud for Sage
Anyone else dying to get rid of their server? Since all our other programs are on the cloud and our files are on Dropbox, Sage is the only reason we have a server, and ...by: Chris B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Completed
10
Mobile App for employee time sheets
Create an app that employees can enter their payroll from the field. This would include Job# and cost code.by: Michael S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Completed
56
Calculating Use Tax
We pay use tax based on payable invoices during a given month. For example, at the beginning of December, we calculated all the invoices we paid during the month of ...by: Rhiannon T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
25
Take-Off Revisions
You should be able to modify the Job # with a dash or version # to show that it is a revision. Example: Job #149300 Job #149300v2 (or) 149300-2 (or) ...by: Lisa S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Completed
64
Fix the over/under report
The over/under report is not reliable. The report does not always pick up all the jobs that are currently active. In addition, the report is useless once a job goes ...by: Brenda L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Completed
17
Budget Vs Actual Report
Report 13-2 reports by job, by cost code, budget vs actual costs. I need this report in a report format which includes all jobs.by: Pam M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Completed
34
Subcontract Warning
4-4 window, Invoice Defaults, Add a Subcontract Warning You have a PO Warning, Sure would be nice to have a Subcontract Warning as wellby: Rik M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
44
Change Order Numbers
At the bottom of a printed change order to the owner the line that says: "Net change by previous Change Orders" does not carry over approved change orders by change order ...by: Rik M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Completed
26
Make the Open invoices and paid invoices within each vendor to be ...
We would like to be able to resort open and paid vendor invoices in order by invoice date, invoice number and dollar amount without exporting to excelby: Libbie E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
18
restrict employee earnings
I am trying to allow my assistant to enter the employee profile to update some information for me but not give her access to sensitive payroll information such as ...by: Michelle M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Completed
48
Bank Reconciliations
When transferring money from one cash account to another this transfer should be in both bank reconciliation accounts to clear individually!by: Regina J. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Completed
22
There should be a way to undo or retract a finalized bank ...
There should be a someway that transactions are flagged to a specific final saved bank reconciliation so there is a way that the reconcilation can be undone or reversed ...by: McKay F. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Completed
13
ability to set security on buttons within a window
We can set security to allow a user to enter things like payroll records but block them from seeing payrates and salaries, however, the user can still see the check ...by: Angela N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll