• Votes

    15

    Creating Financial Statements

    There has to be a way to create financial statements in this software without having a degree in computer coding. The financial statements that are offered in this ...
  • Votes

    15

    Retainage billed report

    We need a retainage billed report so we can keep track of which retainage was billed and its aging. Right now you can not tell if it was billed and how long ago it was ...
  • Votes

    19

    Client income vs expense for all jobs

    A report by client that shows all jobs with income vs expenses so that we can determine if it is a client that is profitable on a whole to work with or if they are a ...
  • Votes

    25

    Job cost reports are not detailed enough

    I would like a job cost that would show each item I purchased for a job, qty, invoice number etc. My old program had a way more detailed job cost report and if I would ...
  • Votes

    23

    Automatic positive pay report to upload to financial institution

    Automatic system generated report for check registers which can be uploaded to company financial institution in required bank format.
  • Votes

    4

    When emailing scheduled reports, allow for more than one report to be ...

    I have several job reports that are scheduled to run and are being emailed to the PM's weekly. Each report needs to be sent in a separate email. It would be fantastic ...
  • Votes

    4

    Search Check Register By Amount

    There are times I need to go back and find a payment or deposit in the check register, but I only know the amount of what I'm looking for. I would like to be able to ...
  • Votes

    7

    Rounding

    When entering a wage (either in 5-2-1 or 5-3-4), if you hit enter it will automatically fill in the 1.5x and the 2x. However, it rounds it out to the 3rd decimal and ...
  • Votes

    8

    Please add the ability to switch to Cash Basis (like Quickbooks does)

    It would be an ENORMOUS help to add the ability to operate in CASH BASIS mode. Please, please!
  • Votes

    9

    Cash Basis reporting

    Please allow the ability to create Balance Sheet and Income Statements in Cash Basis! My CPA keeps bugging me to request this. I'm finally used to Sage after many years ...
  • Votes

    34

    FINANCIAL STATEMENT REPORT MODIFICATION

    2-3-32 REPORT: WOULD LIKE TO TO COMPARE CURRENT YEAR/PERIOD TO PREVIOUS YEAR/PERIOD. RIGHT NOW IT ONLY COMPARES TO PREVIOUS YEAR. REPORT NOT HELPFUL IF WE CAN'T TELL ...
  • Votes

    2

    Add option to include account numbers on 2-3-32, comparative income ...

    Every year our CPA has to deal with the fact that Sage doesn't allow the account numbers to be listed on the comparative income statement. This has been requested ...
  • Votes

    7

    Summary Accounts should be an option to apply to all accounting ...

    Currently, this only works on 2-8 Financial Reports, which is not a very useful report. In particular, the balance sheet and income statements would be very beneficial ...
  • Votes

    8

    Income Statement Comparison 2-3-32 Needs Account Numbers

    The Balance Sheet Comparison allows you to include the account numbers on the report but the Income Stmt Previous Year Comparison report doesn't include account numbers ...
  • Votes

    13

    Add common reports like "Income Statement by Quarter"

    A very common report for banking and reporting requirements is an INCOME STATEMENT BY QUARTER. This is not available in Sage, which is beyond comprehension to me. PLEASE ...
  • Votes

    20

    401(k) reports

    Need some premade 401(k) reports instead of the cumbersome query searches. Looking for reports per payroll period as well as yearly summary reports.
  • Votes

    2

    Check register that excludes Payroll Direct Deposit Checks from A/P & ...

    Please have a check register that is separate for Payroll Direct Deposit checks from A/P & G/L checks. We do not want to have a separate P/R account in order to see the ...
  • Votes

    2

    In 5-2-2 Vacation Pay should be included in Gross Taxable Wages.

    In 5-2-2 Vacation Pay should be included in Gross Taxable Wages. The union report is only calculating the gross, which doesn't include vacation payouts, or calculations ...
  • Votes

    3

    Restrict access to Specific Cash Accounts while allowing access to ...

    Should be able to restrict specific bank accounts with F7 to allow employees to work in the operating account, but not see money market or savings accounts.
  • Votes

    1

    Create a Current Retention Calculated Field for use in Modify Reports ...

    When using a calculated field formula in 3-7 Modify Report, if the result for the current retention amount is 0.00 it shows as blank and doesn't enter as 0.00. I need ...