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Votes
4
mailing list export into excel add that to the F5 list option for ...
We wanted to do a Christmas Mailing and it is very difficult to get our customer and vendor list from SAGE 100. Please just let us down load F5 from the customer list or ...by: grace s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
10
Deleting Multiple Vendors
It would be wonderful to have a feature that would allow us to delete multiple vendors (i.e.: vendors who have gone out of business or that are no longer being used) at ...by: Heather L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
SSO-Purchase Orders Without Pricing
We would like to be able to attach purchase orders to jobs in SSO without the cost information. Our installers need to see the PO's but we do not want them to see the ...by: kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
Labor Sell Rates on Estimates/Takeoffs
It would be nice if you could set the labor cost and labor sell price for each Takeoff/Estimate. Currently I can update Overhead/Profit by Cost Type to set the labor cost ...by: kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
SSO Forms-Allow Email to Customer To Complete
It would be nice to be able to send a custom job or work order form for the customer to complete. This would be for a Customer Satisfaction Survey.by: kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
6
Status updates email alerts
Is there a way to get automatic email alerts when a job status is changed? It would be useful to alert other team members of any changes. Something with a check box to ...by: kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
Export new job to Trello board
Is it possible each time a new job is opened to export the Short name and job description into a Trello card on a Trello board. Trello has some good project management ...by: kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
6
Track vendor certificates by job - in 3-5 Jobs
Track vendor certificates by job - in 3-5 Jobs adding the certificates for all trades per project is great; however, if the budget has been set up and subcontracts have ...by: Brittany C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Need more room in the description field- need to be able to display ...
We are having the issue now of not having enough room to put in all the details for the customer to know exactly what they are paying for. There needs to be a bigger ...by: Carrie F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
22
Sage needs the ability to apply a duplicate payment to a paid AR ...
When posting a deposit in 3-3-2 you can bring up all AR invoices; however, if an invoice is already paid, you can not apply a second payment to that invoice. We live in ...by: Becky C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Provide to ability to restrict columns in Payroll Record display look ...
We can restrict all the data in the payroll fields but the data is accessible in Payroll Record-Record display look up window.by: Jim S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
Be able to track work visa dates
Have a section in payroll where you can enter dates for things like work-visa expirations, and be able to get some sort of warning/alert when it's close to expiring.by: Mary S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
9
RUN REPORTS BY JOB STATUS
Be able to limit project reports by the job status. I'd like to get a report showing only current projects instead of having to scroll through ALL projects.by: Patty R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
Separate Payroll for Admin and Union
Our company has the need to separate the processing of payroll between union employees reported to a job level (project management) and the Administrative employees. Can ...by: Cindy Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
5
Allow check number auto-fill to be turned on and off (user preference)
We use multiple checking accounts and run the risk of having the wrong check number auto-assigned to the payment. Sage should have a feature which allows the auto-check ...by: Cindy Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
5
Job Status should be able to change on Multiple Jobs simultaneously.
Meaning we should be able to choose 2 or more jobs in Bid for instance and change them to refused without needing to enter into every job individually. Especially for ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Allow Sub-job#'s under the original job#
Customers require a seperate bid for a Job but request it not be a change order. would be great if this could be monitered under the original job#. For instance as a Sub ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Change order sequential numbering with Revisions
Change orders should have some sort of auto revision#. Problem now is that although we can edit the number to include for instance R#1. the sequential order number stops ...by: Teddy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
9
Ability to Save Grid View in AR 3-2 & AP 4-2 invoices
I want to be able to add or hide columns from the grid(s) in AP and AR invoices and to save that view as my default so it appears that way whenever I open up 4-2 or 3-2. ...by: Jeff C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
13
Job specific paygroups.
Set specific paygroups to be used for a particular job. When we have multiple jobs all with different paygroups it would be set by the job for each type of employee ...by: Michelle R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll