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Votes
4
include voided invoice numbers in uniqueness
Please include an option or setting to allow voided work order and/or invoice numbers to be counted when entering WOs. There are times when we need to have the invoice ...by: cody c. | about a month ago | Last activity 12 days ago | Status changed about a month ago | Service Receivables
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Votes
2
Allow the name/description for finance charges to be changed for AR ...
Our business is required to use specific language and terms for fees in our client agreements. We need the description for Finance Charges to have a different default ...by: cody c. | 19 days ago | Last activity 19 days ago | Status changed 19 days ago | Accounts Receivable
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Votes
3
Edit Custom Fields
Allow custom fields to be editable! The Post Office increased the character count on certified mailing labels from 20 to 22. The current field is limited to 20 ...by: Karen F. | about a month ago | Last activity 18 days ago | Status changed about a month ago | Other
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Votes
13
Add a field to show employee picture in employee records 5-2-1
we had a field in Employees page in our old accounting software, which we could upload a portrait picture of employees. It would be nice to have a portrait picture ...by: Narek K. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Payroll
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Votes
4
Allow editing of Subcontract number on an AP invoice that was billed ...
Sou gave us the ability to edit paid AP invoices and even to add missing subcontract #s on those invoices. However that function does not work if the AP invoice was ...by: Charlene D. | about a month ago | Last activity 22 days ago | Status changed about a month ago | Accounts Receivable
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Votes
1
prevent the dollar amount in words from printing as two lines
When an AP check has a dollar amount that is especially long when written out as words, the text will wrap to a second line. banks may pause or hold a check when this ...by: cody c. | 15 days ago | Last activity 15 days ago | Status changed 15 days ago | Accounts Payable
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Votes
1
Instruction wanted - Connecting Excel or power BI to sage database
Hi there, Please can you prepare and provide an instruction set on how we can directly link Power BI or Excel to the database to query it? I'd like to be able to make ...by: Dan B. | 16 days ago | Last activity 16 days ago | Status changed 16 days ago | Accounting Reports
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Votes
16
Submittal Numbering "Next By Job" F7 Option
Similar to numbering a Request For Information, it is critical to be able to track Submittals on a by job basis. There is currently a field for "Submittal #" but there ...by: Jason O. | over a year ago | Last activity 24 days ago | Status changed over a year ago | Project Management
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Votes
3
Write of an Invoice
There should be an edit or something to write off and invoice for Bad Debt or other reasons, especially when it is in the previous fiscal year. Currently you have to ...by: Don K. | 2 months ago | Last activity 25 days ago | Status changed 2 months ago | Accounts Receivable
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Votes
2
Temporary deleted job folder
is there anyway to create a temporary folder that would hold deleted jobs for 30, 60 or 90 days before they a permanently deleted?by: Dwight M. | 2 months ago | Last activity 19 days ago | Status changed 2 months ago | Estimating
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Votes
8
Manual input of "through" dates on lien waivers
It would be nice to have the ability to input your own "through date" on lien waivers when running A/P checks. Our subs have various invoice dates but are always billing ...by: Cybil S. | over a year ago | Last activity 18 days ago | Status changed over a year ago | Accounts Payable
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Votes
5
Setup a default Cost Code under 5-2-1 Employees.
5-2-1 Employees has Comp Code and Position but I want to be able to setup a default Cost Code as well. All of our Superintendents go to the same Cost Code and that is ...by: Hollee B. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Payroll
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Votes
65
Please eliminate the secondary entry screen for job costing.
Having this information in a separate data base makes data entry and reporting cumbersome. There should be extra columns on the AP and Journal Entry screens to enter job ...by: Donna L. | over a year ago | Last activity 25 days ago | Status changed over a year ago | Accounts Payable
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Votes
24
Add Reminders functionality to Sage 100 Contractor
Add the ability to generate Reminders that will generate on a date/time specified by the user.by: Kenneth K. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Utilities
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Votes
4
Restrict Posting Periods to Certain Users
Example would be to keep periods open for the controller to perform month end and year end entries, but lock periods to other users so nothing can be inadvertently posted ...by: Kim R. | 4 months ago | Last activity 19 days ago | Status changed 4 months ago | General Ledger
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Votes
6
Payroll calculation report
Right now if you'd like a report that gives employees with year to date totals for just one payroll calculation it requires some manual work. Please create a report that ...by: Ben W. | 4 months ago | Last activity 19 days ago | Status changed 4 months ago | Payroll
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Votes
7
Ability to export data in a way that you can create pivot tables
It would be nice to just have a data dump for Excel exports in such a way that you can easily create a pivot table without having to format all of the lines. Many reports ...by: Nikki R. | 7 months ago | Last activity 19 days ago | Status changed 7 months ago | Accounting Reports
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Votes
10
Entering Employees in 5-2-1
When entering a new employees it should give you a pop up before saving if the employee already exist in the system. I am having problems with entering new employees and ...by: Taisha R. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Payroll
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Votes
4
Multiple places to attach documents in 5-2-1 Employees
We attach several different things to an employee's screen such as driver license, medical cards, health insurance renewal forms, HRA forms, pay raise forms, etc. It ...by: Tanya T. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Payroll
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Votes
46
Employee Licenses/Training Expiration Warnings: 5-2-1
It would be useful if there could be expiration warnings for employee licenses and training. Also for annual review dates. This would be the same as the warnings for a ...by: kevin S. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Payroll
By Category
All Categories- Accounting Reports (124)
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- Other (276)
- Payroll (717)
- Project Management (388)
- Review and Reporting (149)
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