-
Votes
11
Would like to have a way to "close" phases once they are completed so ...
If we did have this ability, we would not lose revenue when misc. items are charged against a phase that has technically been closed out and invoiced.by: Julie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
4
Would like to be able to have the ability to produce a report of log ...
In an effort to measure performance, I think it would be helpful to have the ability to run a "User" log of times different users logged in and out of the system, by ...by: Julie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
10
Customer Deposits within the service module
We invoice exclusively through the service module. Customer deposits have to be entered 3-2 instead of a normal cash receipt. Yes, this tracks it to the work order so ...by: Bill S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
-
Votes
4
Expand the API to address Service Work Orders
We have developed an on-line ordering website and are processing these orders through the service module. We would like the API to be expanded so that we could drop ...by: Rick G. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
-
Votes
4
A/P open invoice listing needs running account balance
Need running total for open A/Pby: Peggy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
13
Subcontract in A/P invoices
When entering A/P invoices, the system should CHECK by job # and vendor # to see if a subcontract has been entered with the same job# and for the same vendor. Now you ...by: Peggy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
7
Lookup screen return to last location
When you are using a lookup screen (field report, AP invoices, etc,) and you open a line item; I would like to see the lookup screen return to your last view location ...by: Michael R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
8
Create Work Orders from Contracts
We have many clients on contracts with varying billing cycles. We use Contracts to record all of the details. From 10-Contract you only have the option to Post. This ...by: Jess D. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
-
Votes
25
Cost Code Record Line Limit too Low
We would like the ability to add more than 5000 rows in 6-Project Management > 5-Cost Codes.by: Kaden R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
-
Votes
8
Old Computers Still In (database administration > toolbox > dashboard ...
We have duplicate computers in (database administration > toolbox > dashboard > network configuration Show More Info) and computers that we have not had for a couple ...by: Kaden R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
4
4-6 Recurring Payables Needless Dialog Box
When you attempt to post an invoice out of 4-6 Recurring Payables, if the period hasn't been advanced into the current month yet, it will ask, "The transaction date does ...by: Marc K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
2
Please enable Alt plus arrow keys to navigate between days in 5-5-1 ...
When in 5-2-2 Payroll Records (and in many other places in Sage), you can use the Alt key plus the arrow keys to hop between records, making it easier to look through ...by: Marc K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
-
Votes
2
Attachment controls separate from user security groups
Currently, the only way to change which users can add and remove attachments to modules is within Utilities 7-2-1, and that also affects the user's ability to delete ...by: Marc K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
7
Track serial number
A report to show the life of a serial numbered part. From when it comes in on what invoice to when and wherer it goes out on a invoice or allocation.by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
-
Votes
5
Billing amount updated automatically or with an import
When updating markups in 9-7 allow the Billing Amount to update automatically or allow a process to do it in mass.by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
-
Votes
4
inactive client
After we merge two clients the "from" client status is changed to Inactive, but in the Client, under Edit the Inactive Record is not checked. Unless this is checked, ...by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
6
Add ability to print AR deposit report, after saving
Right now the solution is to print two separate reports, for Service and ARby: Barbara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
-
Votes
2
User Defined Fields in 9-5 - Setup as Date BUT sort as if they are ...
In the 9-5 Screen, we have User Defined Fields that are Date fields. However, when we run a report pulling those fields, they are not sorting in full date order. They ...by: Barbara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
Votes
3
discounts on set to pay screen
We have vendors that invoice ending the 25th with discounts if you pay by the 10th. The invoices from the 25th to the end of the month have different due date and ...by: Tammy W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
-
Votes
3
5-2-1 Human Resources tab update for benefit status
We should be able to create benefit statuses. Our company has many hourly employees who opt out of participating in our benefits program. I'd like to classify them as ...by: Cheryl M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (120)
- Accounts Payable (482)
- Accounts Receivable (447)
- Equipment Management (41)
- Estimating (117)
- General Ledger (127)
- Inventory (57)
- Other (267)
- Payroll (689)
- Project Management (370)
- Review and Reporting (147)
- Scheduling (48)
- Service Receivables (166)
- Utilities (90)
