-
Votes
9
Please provide an option for progress billing to exclude "Not ...
We need an option to Exclude "Not Billable" items from coming onto our progress billing invoices. This is in compliance with AIA practices which is why we purchased the ...by: Sierra M. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
13
Add "Progress Bill" to the bottom buttons in 3-5
The buttons along the bottom of 3-5 seem to have everything except "Progress Billings". Can we add this? Thanks!by: Rhiannon T. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
18
Creating a separate general ledger account for retention receiveables
I would like to show the split on the balance sheet of AR receivables and Retention receivables Also to be able to run one invoice once you release retention in AR to be ...by: Lara P. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
9
Drill down on the change order lines of the progress bill.
It would be handy if when you pull up the progress bill if you could drill down on change orders to review same. If you can't remember which change order is which, there ...by: Ted T. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
8
Option for markup % on progress billings
I would like the option to add a markup % or flat markup amount to my line items in progress billing.by: Tristan H. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
1
Don't include unposted payroll records in time and materials invoices
It would be very helpful if payroll records did not get pulled into time and materials invoices until those payroll records get posted to the GL. It is a multi-day ...by: Caitlin K. | 6 months ago | Last activity 6 months ago | Status changed 6 months ago | Accounts Receivable
-
Votes
8
WORK ORDER BUTTON IN 3-5 & 3-6
Add a "CREATE WORK ORDER BUTTON" so when user is in a record in 3-5 or 3-6 they can click the button and it would take the user straight to Work Orders with the job and ...by: Jon C. | 9 months ago | Last activity 6 months ago | Status changed 9 months ago | Accounts Receivable
-
Votes
40
when creating invoice notice that customer wants invoice emailed
the ability when creating an invoice to be given a warning/pop up that the customer likes invoices emailed so that you don't waste paper printing off invoice then realize ...by: Tanya L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
38
Sage 100 Contractor - need to be able to put customers on credit hold
We have no way to put a customer on credit hold to avoid doing work for customers that are slow pay and that we no longer want to work with.by: Wendy D. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
Print Statement that are not emailed
We can email all AR statements that have an email entered in the "Statement Email" field in 3-6 (Under "Other address" tab). There is no way to print the statements ...by: Chris P. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
3-6 Total AR Balances as a field
In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...by: Ryan B. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Sales tax on overhead for T&M billings
Currently the taxability table includes cost types, and Profit columns only. We need a column for overhead. It appears to not be calculating on the overhead portion of ...by: Charlene D. | 8 months ago | Last activity 8 months ago | Status changed 8 months ago | Accounts Receivable
-
Votes
3
remembering order of headings in search function
When searching for progress claims under 3.7, you are able to manipulate the order of the headings under the search function. This is not remembered by the program and ...by: Dan B. | about a year ago | Last activity 8 months ago | Status changed about a year ago | Accounts Receivable
-
Votes
4
multiple departments on one invoice
We have multiple departments that work on the same job. It would be ideal to be able to separate and invoice into multiple departments for cost tracking and income ...by: Ryan L. | about a year ago | Last activity 9 months ago | Status changed about a year ago | Accounts Receivable
-
Votes
3
Select statuses to view A/R list - so voided ones do not show
When using the down arrow to search for A/R invoices, I am only able to see one status or see all of them. I'd like to pick multiple statuses, (i.e. Open and Paid) and ...by: Stephanie M. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Accounts Receivable
-
Votes
24
Create Partial Invoice- Number should use part of the "Work Order" and ...
When you create a partial Invoice, sage makes a new invoice number and doesn't use the work order as the bases of this Invoice number. If you do 4 partial Invoices you ...by: Chris P. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Have a refresh button on the "Post Invoices" page
It would be nice to have a refresh button on the Post Invoices page so it can be left open and refreshed when an invoice is re-computed.by: Stephanie M. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Accounts Receivable
-
Votes
7
When a user is in a Job (Accounts Receivable) please add a "Create ...
Anyone who creates work orders and quotes will love this! The button/icon could go at the top next to all the other icons.by: Jon C. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
8
lock closed jobs
I've seen this idea marked as completed in several posted, but it hasn't. We need the ability to lock closed jobs just as we lock closed periods. For effective archiving ...by: Tim L. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Over 120 Day Aging Column
Most companies have a line of credit with their bank that carves out certain receivables from eligibility; in construction, 90 days is too short for a paid-when-paid ...by: Pamela W. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Accounts Receivable
By Category
- All Categories
- Accounting Reports (119)
- Accounts Payable (474)
Accounts Receivable (440)- Equipment Management (41)
- Estimating (116)
- General Ledger (126)
- Inventory (55)
- Other (262)
- Payroll (675)
- Project Management (367)
- Review and Reporting (144)
- Scheduling (48)
- Service Receivables (164)
- Utilities (87)
