• Votes

    5

    equipment income statement

    We need Equipment Income Statements. We need an easy way to analyze the Revenue, Costs, Net and Hours projection vs actual of each piece of equipment.
  • Votes

    7

    Job labor hours Actual/Budget~ with uncomputed payroll - in summary

    We need these to be in summary by cost cost as its too much data for the operations team to see when every payroll record is shown in the detail.
  • Votes

    4

    Add nickname field

    Add Nickname field in 5-2-1 so we can address employees properly
  • Votes

    2

    committed cost report - allow to choose by cost types - strip out ...

    I need to compare by cost code for non-labor cost types - Budget vs Cost to Date vs Purchase Order = Remaining. We do not write po's for labor so to assist in project ...
  • Votes

    8

    Daily Payroll "Certified" field is not pulling from employee screen ...

    Shouldn't the certified field in the 5-5-1 screen default to the employee certified payroll indicator in 5-2-1 when the "Requires certified" 3-5 job field is unchecked ...
  • Votes

    5

    More alerts! New vendor created.

    Alert when a new vendor is created.
  • Votes

    6

    More emailed alerts! New Client is created

    Be able to set up alert to email a particular user when a new client is created.
  • Votes

    4

    rename attachments

    Often attachments are dragged (sometimes from email) into Sage and how its named needs to be cleaned up. There isn't an easy way while in Sage to do that.
  • Votes

    2

    Job purchase order allows non-job gl account to be saved in the grid

    In the 6-6-1 screen, the system allows a job to be entered in the top section but then doesn't require the appropriate job GL account in the grid. When we go to enter the ...
  • Votes

    7

    We need to clean up Report forms -

    Having been on Sage 100 for 20 years, we have a lot of report forms that we need to delete. Unfortunately, they are saved all over the place- user level, company level, ...
  • Votes

    5

    audit trail - "record history" keeps only 3 months of history

    Why is there only 3 months of history in the "record history" or "Field history". We need all history. Sometimes you don't discover it for some time so 3 months isn't ...
  • Votes

    7

    job start up process - help us manage and enforce process

    Can you add an item in project mgt where we can create process/checklists/to do's/assign accountability to different individuals and keep notes for job start up and job ...
  • Votes

    10

    location alerts -

    Thank you for creating the Client alerts!!! We are also needing it for Location Alerts as we often have once client, with many locations. Can you find a way to do the ...
  • Votes

    3

    Sage Advisor Update not showing on server

    The Sage Advisor Update is not showing as being installed on the server but when an update is installed the box is already checked indicating it was previously installed. ...
  • Votes

    8

    PR audit report to excel in columns

    Currently the PR audit report went sent to excel is unusable for calculating the variances to post corrections. Can you please format that report so it exports to ...
  • 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" ...
  • Votes

    2

    New GL structure as an import

    Clients who do not purchase the equipment module like to utilize the overhead range for their indirect accounts, and then the admin section for company expenses. The two ...
  • Votes

    11

    vacation hours earned and used improved criteria options and totals

    We would like to see the following: • only have current employees on the list (or via a filter) • be able to sort alphabetically by employees last name • have total ...
  • 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 ...
  • Votes

    5

    expand security group capability for users

    Sage currently only allows up to 5 security groups per user. We need more than that. In order to allow many different users access to what they need, we have to have ...