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Votes
5
copy user defaults to other companies
With so many clients having more than one database, it would be great if we had to option to copy defaults from one company to another as well as any custom queries.by: Charlene D. | 26 days ago | Last activity 13 days ago | Status changed 26 days ago | Utilities
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Votes
4
Equipment Cost tab in 8-3
When I void an AP Invoice that has an equipment cost, it does NOT void that cost under the equipment cost tab in 8-3. The cost will remain and the STATUS will change to ...by: Melanie R. | over a year ago | Last activity 2 days ago | Status changed over a year ago | Equipment Management
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Votes
2
Please add spell check to menu item 11-2 "Request for Information"
Please add spell check to 11-2. This is one of the modules in the program which would benefit the most from spell check.by: Jeff B. | 22 days ago | Last activity 6 days ago | Status changed 22 days ago | Project Management
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Votes
3
Disable the ability to create an invoice in PAID status
We've run into a few instances where an invoice has been created and saved in PAID status. This seems to be a system bug as it does not trigger job cost info and there is ...by: Nate K. | 26 days ago | Last activity 13 days ago | Status changed 26 days ago | Accounts Payable
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Votes
1
User ID for partial service invoices should be the user who actually ...
Currently, when you create a partial invoice in the service receivables module, the user id for the partial invoice record is shown as the same user who created the ...by: Nate K. | 5 days ago | Last activity 5 days ago | Status changed 5 days ago | Service Receivables
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Votes
5
In 4-2 notify when a vendor has a purchase order or subcontract for a ...
In 4-2 when entering a vendors invoice, it would be great if we could get a notification that that vendor has a PO or SC for the job we are posting to so the invoice ...by: Lilah K. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Accounts Payable
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Votes
4
Using the PDF button or sending emails via Sage should embed fonts ...
Sage uses the Amyuni driver to create PDFs. Unfortunately, Sage isn't embedding fonts into the PDF. Therefore, those of us that use TTF non-standard fonts in our ...by: Todd S. | 28 days ago | Last activity 16 days ago | Status changed 28 days ago | Accounting Reports
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Votes
24
Lien Waiver Status Report by job
Need a report similar to the Insurance Report for vendors (4-1-1-41 thru 48) that tracks by date range expiring/expired insurance certificates. When we send out Lien ...by: Kelly R. | over a year ago | Last activity 15 days ago | Status changed over a year ago | Accounts Payable
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Votes
2
Add selection option for saving a record. Advance to the next record, ...
When creating a record such as a purchase order it often needs to be printed. However, the record needs to be saved before it can be printed, and when you do this the ...by: Jeff B. | 22 days ago | Last activity 13 days ago | Status changed 22 days ago | Project Management
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Votes
2
CHANGE ORDER ENTRY VS RECORD NUMBER APPROVED VS OPEN
THE WAY SAGE HANDLES CHANGE ORDERS IS AWFUL HERE'S AN EXAMPLE I HAVE A LARGE JOB AND CHANGE ORDERS 1-7 APPROVED THEN I HAD TO GENERATE 8,9,10,11 I HAD THESE AS ...by: REGINA M. | 29 days ago | Last activity 13 days ago | Status changed 29 days ago | Project Management
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Votes
106
PLEASE make form design more user friendly and WYSIWYG (what you see ...
I like a challenge but designing and/or adjusting forms is so aggravating. When designing you need to see what the form actually looks like while putting it together. You ...by: Keith M. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Other
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Votes
2
Users should not be able to create a purchase order for a vendor when ...
In the vendor profile, you can define if a vendor needs to have a purchase order or a subcontract. If this setting says the vendor must have a subcontract, then you ...by: Nate K. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Project Management
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Votes
2
Give ability to delete phases, etc if costs to them are voided. Once ...
Once you enter any kind of costs on a phase you can not delete it. If a phase is entered incorrectly you can not remove it even if you remove all costs charged to the ...by: Shelly g. | 28 days ago | Last activity 13 days ago | Status changed 28 days ago | Project Management
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Votes
42
Notification of licenses expiration in payroll
When licenses and training expire in payroll it would be nice for a pop up to come up when a payroll record is entered to notify the payroll person.by: Libbie E. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Payroll
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Votes
2
Create User Defaults for Service Order Entry
It would be nice to have the ability for each user to have their own defaults for service order entry instead of the defaults set at the organizational level. It is great ...by: Kasie D. | 29 days ago | Last activity 13 days ago | Status changed 29 days ago | Service Receivables
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Votes
2
Certified Payroll - Wage Decision and Date
There should be a "field" in each Job (3-5) to put in the "Wage Request number" and "Decision Date" to populate to the certified payroll automatically. It is time ...by: Tammy J. | about a month ago | Last activity 19 days ago | Status changed about a month ago | Payroll
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Votes
3
Vendor Numbering
It would be nice to allow Vendors (4-4) to be alpha/numeric to sort better.by: Tammy J. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Accounts Payable
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Votes
3
Accounts Receivable - Client Numbers
It would be nice to allow Receivable Clients (3-6) to be alpha/numeric to sort better.by: Tammy J. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Accounts Receivable
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Votes
3
Project Numbers
It would be nice to allow Jobs (3-5) to be alpha/numeric to sort better.by: Tammy J. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Accounts Receivable
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Votes
3
Reimbursements added to Payroll
It would be more efficient to add employee reimbursements directly to payroll rather than cutting a separate check. This would allow for more timely reimbursements for ...by: Justin R. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Payroll
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