• Votes

    10

    Dashboard - allow it to show the balance as of a specific date.

    We post date checks in order to satisfy release of liens, and sometimes receive our money days later. It would be nice to see a balance as of today, so that it doesn't ...
  • Votes

    3

    allow user defined fields to be classified and pulled to other windows

    Customer requests that a user defined field in one window pull to another window. For instance, a user defined field in parts would fill in the user defined field on the ...
  • Votes

    1

    Estimate Catalog Folders Default to Closed

    Our company has multiple offices that share a common folder tree within the Estimate Catalog. The result is that the catalog has dozens of folders/subfolders. Whenever ...
  • Votes

    5

    Look Up Window Preferences Should Be Lockable

    Once I rearrange or resize columns in lookup windows, those preferences should "stick" so the next time I use that window, I see the information the same way I chose last ...
  • Votes

    5

    Network backups

    Really need a way to backup to a network location. Having to manage backups because the C drive fills up (or whatever local drive you backup to) is silly when I have a ...
  • Votes

    3

    'remember me' on THIS website

    How about adding a 'remember me' to this website so that we don't have to log in every time!
  • Votes

    6

    Print to PDF options when printing cheques

    I would like an option to print to PDF especially when it comes to writing cheques as often I pay by EFT online through my bank and when I record it in Sage 100 I have to ...
  • Votes

    1

    Strike-out text in correspondence records and version #

    we need to be able to strike-out text (without deleting) in correspondence to present to various parties. and we also need VERSION # field added, just like plans are ...
  • Votes

    8

    Global form design modifications

    Would be nice to have ability to designate if something added to a form should be included on ALL form designs in the system, rather than having to do each form ...
  • Votes

    2

    Place external link to file outside of Sage

    Would be great to be able to place short-cuts to external documents like Liberty Reports on the process maps pages. Or even a shortcut to open Procore. This would also ...
  • Votes

    3

    Prenote and print check same time

    Please allow a payroll or AP check to be printed when someone/vendor is setup for prenote direct deposit. Shouldn't have to create the bank file, then go back edit the ...
  • Votes

    4

    Please add another e-mail program other than Outlook - our family of ...

    No one in our company uses Outlook - we use Google Mail - so only being able to connect to Outlook makes the e-mailing out of Sage literally useless. Please add this!
  • Votes

    15

    Allow us to choose the font size

    The font size in Sage is super small. It would be great to have an option customize and make it larger.
  • Votes

    9

    Custom Fields In Grid

    Would like to create custom fields in the grids. Sometime the User Defined field is not enough.
  • Votes

    13

    Fix knowledgebase search

    The knowledgebase search function is pretty bad. In particular, if you search on Sage 2019 and the particular article you are looking for was written for Sage 2017 it ...
  • Votes

    4

    Word/PDF - having to save to open

    When i want to edit an invoice or change order thru word or a pdf, i always have to save it somewhere first. Can we just be able to edit without saving it somewhere? ...
  • Votes

    1

    GST/HST report doesn't add

    When you go to Print the GST/HST filing report and have an "other potential ITC" the calculation doesn't add. There's an error in the report calculation. Please fix.
  • Votes

    14

    Need access to more windows simultaneously

    I need access to more windows at once--I want to be able to open whatever I need to access, no matter what else is currently open. For example, when I'm entering a ...
  • Votes

    4

    Knowledgebase Articles

    I know the articles are written step by step, but it needs to be "exactly step by step". Too many steps are not written in and I need to guess what the next "step" is ...
  • Votes

    6

    Provide Feedback for Improvement Ideas

    If an idea doesn't get implemented, what happens to it? Does it just stay in the queue indefinitely? It would be nice to see that the idea has been reviewed, and if it is ...