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Votes
3
Back-charging costs between AP Vendors
Scenario application: Vendor A and B are both external Subcontractors that work in the same industry. Company ABC employs Vendor A to perform work on a job site. Vendor ...by: Dan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
Block Vendor Payment Detail
Can you please set up something that allows you to block vendor payment details to a general office security? We have people who work on estimating, job autopsies and ...by: Karen F. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
4-2 Payable invoices - G/L Insur field - calculate and track ...
Use same concept as Workers Comp field on Payable invoices screen. Able to calculate, deduct, and track expense for surcharges deducted for G/L insurance on uninsured ...by: Brandi T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Ensure that when importing credit card receipts debits = credits.
So often I find audit errors due to credit card receipts being out of balance. Likely due to taxes, but annoying to fix.by: Teresa S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Job Costs for Import Credit Cards
When importing credit card purchases, the GL cost is before tax, correct, but the job cost includes the HST, incorrect. The reconciliation is a nightmare!by: Teresa S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
AP Supplier Invoice Import
Who: Accounts Payable Department What: Specific field entry upload for Supplier, Invoice Number, Invoice Date, Purchase Order Number, Invoice Total, Discount Amount, ...by: Lou C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
4-7-7 ability to save without posting
There is a need to save without posting in 4-7-7 If you import 500 credit card transactions, under the current setup, you have to complete all the additional coding ...by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
10
Jobs with closed status; different color
When the warning for jobs with CLOSED status comes up, it would be great if the verbage or the warning box were a different color because Sage lets you post to CLOSED ...by: Tina B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
added credit card charges do not appear v25.1330
When using the add transaction button in 4-7-5 reconcile credit cards, the refresh icon is not updating the screen to show the items I added. It also happened on another ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
Payables Discount - "Past" Button Copies first value
When selecting invoices to pay in 4-3-1, if the discount has past, you have to click the "Past" button on each individual line. If you try to highlight several, it will ...by: Heather T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
Positive Pay Still a Problem
While I appreciate the efforts to make the positive pay export easier to use in the recent updates, there is still proceeding spaces in the date field and payee field ...by: Lisa G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
In 4-2 AP Invoices - allow changes when entering a PO number
When entering AP invoices and there is a Purchase Order, allow changes in the grid such as increase in PO amount and/or the description. There is a warning saying PO ...by: Alice M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
4
Update embedded browser for bank feeds
Still having this issue to connect to CHASE BANK for credit cards KB article Solution ID: 221924660118781 is from March 2023 Error: "You need to update your browser" ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
In 4-7-3 we need to be able to scroll backward as in 6-3 Job Costs. ...
In Job Costs (6-3) we can scroll forward and backward. Some of the fields in Job Costs (6-3) are editable even after being saved such as cost codes and cost types. It ...by: Kelley O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Make Client Short Name the DEFAULT for 4-2 AP Invoice Vendor field
Often times Vendor names begin with the city name, so only the first one in the list populates or we have to go in every time/multiple x per day to select the correct ...by: Nicole B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
In regards to the report 4-3-8-21 that is automatically emailed to ...
In regards to the report 4-3-8-21 that is automatically emailed to Vendors when you pay via ACH. Please remove the CUSTOMER NAMES from this report. Customer names are ...by: Debbie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
tracking line of credit advance in AP
Article 230609171933050 (how to track line of credit) is somewhat helpful, but when you enter the Vendor (institution where the advance came from), that debt does not ...by: Alice M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
Show Open Credit Card Bills in A/P and Aging Reports
Currently, credit card transactions (receipts) can be entered, and the statement can be reconciled. There is no way to view outstanding credit card bills that are not yet ...by: Suzette K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
4
Close window 4-3-1 after saving
After saving Invoices to Pay in 4-3-1, revert back to either the previous screen "Invoice Selection' or the home screen. Don't just stay on that blank page that you have ...by: Stephanie M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
In regards to the report 4-3-7-21 that is automatically emailed to ...
Companies do not want their customer names sent to vendors on an ACH report. Customer names are private.by: Debbie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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