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Votes
77
RETENTION RELEASE
Retention Release - When retention is released, the system ages the new retention invoice from the original bill dates. This is incorrect. Aging on the newly created ...by: Tina A. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Be able to put individual invoices on Hold
Right now you have to enter the invoice as Review or Dispute. We would like to be able to enter an invoice and simply click a button to put it on Hold so it will show up ...by: Susan B. | 14 days ago | Last activity 4 days ago | Status changed 14 days ago | Accounts Payable
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Votes
3
include voided invoice numbers in uniqueness
Please include an option or setting to allow voided work order and/or invoice numbers to be counted when entering WOs. There are times when we need to have the invoice ...by: cody c. | 7 days ago | Last activity 4 days ago | Status changed 7 days ago | Service Receivables
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Votes
3
DO NOT ALLOW WORK ORDERS WITH COMPLETED TIME TO BE DELETED!!!
This should be an obvious reason why... Why is there not security in place to ensure PAYROLL records are safe? These need to be able to be saved and NOT altered.by: Pam Z. | 6 days ago | Last activity 5 days ago | Status changed 6 days ago | Service Receivables
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Votes
2
Allow editing of Subcontract number on an AP invoice that was billed ...
Sou gave us the ability to edit paid AP invoices and even to add missing subcontract #s on those invoices. However that function does not work if the AP invoice was ...by: Charlene D. | 4 days ago | Last activity 20 hours ago | Status changed 4 days ago | Accounts Receivable
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Votes
2
Allow export to proposal by bid item and cost code
Clients would like the ability to export by bid items (areas) but also maintain the cost code breakdown to the proposal so that they can use it in the progress billing.by: Charlene D. | 6 days ago | Last activity 4 days ago | Status changed 6 days ago | Estimating
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Votes
5
Allow Cost Codes to have optional description to print on Proposal
Our Proposals are presented as a lump sum number but each cost code has its own line with a description of the work, what an allowance may be and who will perform that ...by: Karen F. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Project Management
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Votes
3
Process Credit Invoice through 4-3-2 for Credit Cards
Occasionally, we have credit invoices, entered in 4-2, that will apply back to a credit card. Currently, I have to void those from 4-2 and re-enter them through Credit ...by: Heather T. | about a month ago | Last activity 4 days ago | Status changed about a month ago | Accounts Payable
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Votes
2
Do Not Allow WO's With "Completed Time" to be Unassigned from all jobs
This has now happened a couple times where a job had to be rescheduled and with doing that the previous dates were then erased from the work order. Once a work order has ...by: Pam Z. | 25 days ago | Last activity 6 days ago | Status changed 25 days ago | Payroll
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Votes
1
When hit save on a work order - PLEASE do not close it!
When we are working on billing a work order, the work order has to be opened and saved and opened and saved and opened and saved so many times. When we hit save, why ...by: Pam Z. | 4 days ago | Last activity 4 days ago | Status changed 4 days ago | Service Receivables
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Votes
1
Working in 2 states calculate taxes and er calculations by the ...
When you have an employee working in 2 states in one week Sage needs to calculate state SUI tax according to the locality as well as workers comp and any other ...by: Tina D. | 4 days ago | Last activity 4 days ago | Status changed 4 days ago | Payroll
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Votes
20
Vendor Credit Line
A warning should display when you are reaching your credit line with a vendor. There is no place even under the vendor for a credit line.by: Tara G. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounts Payable
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Votes
10
Vendor 4-4 Add two fields - Credit Limit and Remaining Credit ...
This would be nice to see so that we can determine quickly if we are approaching our limits with our vendors. It would be used to help us decide if we should ask vendors ...by: Jim T. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Accounting Reports
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Votes
4
Keep proposal exporting from overwriting the "notes" field
Be able to export proposals in different phases without overwriting other phases. Since we deal in multiple phases, I get tired of having to cut and paste to keep from ...by: Chris B. | over a year ago | Last activity 6 days ago | Status changed over a year ago | Estimating
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Votes
8
takeoff descriptions to Proposal
We provide lump sum Proposals to our clients despite using a breakdown for our estimated costs. Our Proposals have lengthy descriptions of the work we will complete by ...by: Karen F. | over a year ago | Last activity 6 days ago | Status changed over a year ago | Estimating
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Votes
2
Not pay invoices to subcontractors when their subcontract shows a ...
We have had situations where a subcontractor is "Backcharged" after their invoices have been entered. We need a way for it to flag any PAYMENT that would exceed the ...by: Susan B. | 14 days ago | Last activity 13 days ago | Status changed 14 days ago | Accounts Payable
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Votes
27
Payable Vendors 4-4 needs to show when the last time this vendor was ...
It would be helpful to show on the vendor screen the last time the vendor was paid in order to know if this is a one time use vendor or possibly went out of business. ...by: Gina L. | over a year ago | Last activity 14 days ago | Status changed over a year ago | Accounts Payable
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Votes
15
Purchase Order Quantity to Date Balance
The Master PO only show the TO DATE Quantity Dollar and Units, but does not show a remaining quantity balance. We don't want to do the math every time to see what's left ...by: Armando D. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Project Management
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Votes
11
Purchase Order Receipts - Invoice Date
ability to enter the actual date received (currently the field is locked down)by: Ted C. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Inventory
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Votes
24
Multiple Phases On Purchase Orders
Phases needed to be added to the grid so you can have more than one phase per purchase order.by: Lana S. | over a year ago | Last activity 7 days ago | Status changed over a year ago | Project Management
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