• Votes

    3

    Contact Manager - need better controls

    Contact manager is cumbersome. When I want to sync a new vendor or client, I need to scroll down to the very bottom each time to add them. We have thousands of contacts. ...
  • Votes

    2

    Attachments - Remove Original and store all attachments in company ...

    Should be able to scan or drop documents into local folders. Then, attach from that folder and remove original. ALL attachments should be stored in the company folder ...
  • Votes

    3

    Backup company from finance admin workstation

    Please provide a way for a finance admin to back up the database/company file from their workstation as opposed to logging into the server. In previous versions they ...
  • Votes

    4

    Sage100 Auto Backups: Would like the ability to have auto backups ...

    Right now if something were to happen with server between the hours of work like 5 PM and 9 pm you would loose that whole day of information, and if that day happened to ...
  • Votes

    7

    Saving and Finalizing Records

    Why when you save any type of record, regardless of the status is certain fields locked. This should not happen until you change the status to be something other than ...
  • Votes

    9

    Increase allowable characters in routing number field in 7-1 Payroll ...

    Increase allowable characters in routing number field in 7-1 Payroll Direct Deposit Set Up tab. Some banks require add'l numbers or other number strings/identifiers, not ...
  • Votes

    1

    Expand the API to include Report Processing

    It would be extremely handy to send a report number and appropriate report criteria to the API and then have it trigger a report that gets emailed. This would be far ...
  • Votes

    6

    7-1 Payroll Direct Deposit Setup NACHA File Option

    Add an option in the "Options for direct deposit ACH file" section to include Payroll Record Number OR Employee Record Number. Our bank create a ACH Recipient list from ...
  • Votes

    5

    Security Levels - Hide Sub-levels

    When locking the main menu level in security to specific users, it would be nice to limit the groups visible in the sub-level choices to only those groups that were ...
  • Votes

    6

    System Menu for ADMIN USE ONLY

    The system menu should not be shown unless you have admin privileges. It tends to create issues with nosy employees wanting to know why they can't see certain menus.
  • Votes

    6

    Edit Form/Report Window to show the data we are editing

    When editing a form or report, it would be nice for the preview to be the actual data you are trying to edit. Example, we ordered checks from another company outside sage ...
  • Votes

    1

    7-2-2 User List - Job security setting not valid for all menu options

    We set Project Manager User settings to 'YES' for 'Subject to Job Security'. However, it was discovered this security setting does not hold true for the 7-2-2 Change ...
  • Votes

    2

    security settings report is missing the multiple dashboard security

    Please include the individual dashboard security settings GL, AP, AR, Projects on any security report in menu 13-7
  • Votes

    5

    Add a "Turbocharger" to the Sage 100 Contractor backup process. ...

    Add a "Turbocharger" to the Sage 100 Contractor backup process. The backup process should take no longer than two or three minutes.
  • Votes

    4

    rename attachments

    Often attachments are dragged (sometimes from email) into Sage and how its named needs to be cleaned up. There isn't an easy way while in Sage to do that.
  • Votes

    4

    allow other users to see record/field audits, not just administrators

    Allow others to see record and field audits so they don't have to ask admin to constantly look at who changed what for them.
  • Votes

    3

    Renaming company database does not always need a nightly backup

    I often see that people creating archives are inconsistent from year to year making the list of companies out of order. When we rename them using the Sage Database ...
  • Votes

    1

    Show/Hide System Reports - "Select All" Choice

    Please add a "Select All" checkbox so we don't have to check on every report we want to hide
  • Votes

    2

    Make "Company ID from Bank" a selection under: For "Immediate Origin" ...

    In section 7-1 Company Information, under Payroll Direct Deposit setup and Vendor ACH Payment Setup add an option to select Company ID from Bank under the selection item: ...
  • Votes

    3

    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. ...