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Votes
8
Creating POs to multiple vendors from one work order
Since we have to generate the PO directly from the Work order window in order to link the PO (and therfore corresponding AP invoices and job cost), users would like the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed 2 months ago | Service Receivables
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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 13-7by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
6
WO numbering default to next needs to be the highest next
Many companies have their WO #s set to skip during entry so that the number is assigned when the records are saved because they have more than one user creating them at ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Service WO template should exclude the payroll labor from original ...
We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
11
client / location warning for Service
Ability to create warnings for various issues for a client, location, job, etc. Works like vendor certificates.by: Charlene D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
2
location tax district for WO's not pulling in
The locations have a tax district field/column, but when you create a WO for that location, it is not filling in the tax district, like it would if you were billing a job ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Equipment posting corrections
Love that we can now warn or correct posting period on payroll records. But the equipment records that were created as a part of the daily payroll? How can we get those ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Votes
4
search by client in 9-5 Takeoff Launch
When searching for a Takeoff in 9-5, we'd like the ability to be able to search/sort by client name as well. Many of the job names can be similar and the unique value is ...by: Elizabeth G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
When you create a copy of an A/R invoice and you change the ...
This is to clean the A/R client statement so when a client receives their statement they do not have to question the entries. You are able to delete this type of entry ...by: Shelly L. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
30
Progress Billing description to transfer to invoice and receipts ...
In Progress Billing (3-7) it would be much more helpful if what is entered under the "Description" column would transfer to the invoice (3-2) description column, which in ...by: Angela K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
12
When an invoice is created in the 11-2 screen, I would like to be ...
This could save time by not having to click on the email link and then selecting an email addressby: Greig E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
11-2
I would like to have the ability to select a GL sales account for a "part" when it is needed to be different from the default acct # for example: we have set up a ...by: Greig E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Sage Advisor Update - be able to say no to an optional update
When you setup the Sage Advisor Update to send you an email when there is an update available and you decide not to do the update because it's irrelevant (a tax update ...by: Elizabeth G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
5-1-6 reports - Be able to select a specific employee
When running the 5-1-6 Certified reports, we'd like the ability to be able to run the reports for just one employee. Adding a selection criteria for the Employee field ...by: Elizabeth G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
PAYROLL PAYGROUPS OVERTIME ROUNDING ERROR at 5-3-4
There are LOTS of rounding error complaints on this page - but I'll add another one. If a laborer has a straight time rate of $40.11, Sage auto calculates the overtime ...by: K. K. | over a year ago | Last activity about a year ago | Status changed over a year ago | Payroll
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Votes
1
work comp maximum wage column at 5-3-2
The statement at 5-3-2 maximum wage column, that this "applies to the states of New York and Ohio only" is FALSE. In California, corporate officers actually DO have a ...by: K. K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
CALENDAR
The calendar as it is is pretty much useless. It IS helpful to be able to mark a day as 'off', but what would be even MORE helpful is if I could enter something like ...by: K. K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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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!by: K. K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
4
PAYROLL IRS LEVY
An employee IRS LEVY, while not necessarily common, is not outside the scope of 'normal'. An IRS levy is different from a child support garnishment, which is usually a ...by: K. K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
7
Please add the ability to MODIFY Report 5-1-2-41
I need to be able to print this report by RECORD NUMBER so that this report ties back to the job costs for that record. Please open up the ability to modify this ...by: K. K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (119)
- Accounts Payable (477)
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- Equipment Management (41)
- Estimating (117)
- General Ledger (126)
- Inventory (57)
- Other (265)
- Payroll (686)
- Project Management (369)
- Review and Reporting (144)
- Scheduling (48)
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