-
Votes
5
Need to restrict access to certain journal entries.
Company investments or loan journa transactions should be restricted to a management level. Either the General Journal Account itself is retricted or hidden for some in ...by: miranda c. | over a year ago | Last activity 8 days ago | Status changed over a year ago | General Ledger
-
Votes
4
Project Numbers
It would be nice to allow Jobs (3-5) to be alpha/numeric to sort better.by: Tammy J. | 6 months ago | Last activity 8 days ago | Status changed 6 months ago | Accounts Receivable
-
Votes
4
Accounts Receivable - Client Numbers
It would be nice to allow Receivable Clients (3-6) to be alpha/numeric to sort better.by: Tammy J. | 6 months ago | Last activity 8 days ago | Status changed 6 months ago | Accounts Receivable
-
Votes
1
Filter Job list under Client- Currently showing ALL Jobs with no way ...
Can you please let us know what jobs are current or inactive under the Client- Job List tab so we can see our "Current" jobs. Having 100 jobs under a Client with no way ...by: Amy S. | 8 days ago | Last activity 8 days ago | Status changed 8 days ago | Project Management
-
Votes
9
Purchase Order List - SHould include (Service Module ) Work order ...
When working with purchase orders and subcontracts - we can create a po or subcontract from the service work orders. However, when any of the reports / audits are done ...by: Robin M. | over a year ago | Last activity 20 days ago | Status changed 11 months ago | Project Management
-
Votes
26
Advanced Part Search
Our company's part database contains over 3200 items. While the wildcard search isn't bad, it would be nice to have an advanced search, for example find parts that ...by: Ryan B. | over a year ago | Last activity 20 days ago | Status changed over a year ago | Inventory
-
Votes
1
Add to the 5-2-2 look up criteria
There need to be more options in the look up criteria in 5-2-2 Payroll Records - Position would be helpful to add.by: Heather T. | 21 days ago | Last activity 21 days ago | Status changed 21 days ago | Payroll
-
Votes
30
Job Specific Workers Comp Code
We have a client with a Workers Comp OCIP program. It would be awesome if we could set those jobs to a 0% comp code so we don't have to do a journal transaction to ...by: Matthew D. | over a year ago | Last activity 14 days ago | Status changed over a year ago | Payroll
-
Votes
6
Block users from saving AP invoices as status 4-Paid
We know there is a purpose for entering paid AR invoices during implementation to update the jobs billed to date. But there does not seem to be any reason for a user to ...by: Charlene D. | about a month ago | Last activity 29 days ago | Status changed about a month ago | Accounts Payable
-
Votes
3
It would be helpful if you could assign a Worker's comp code to a ...
It would be helpful if you could assign a Worker's comp code to a job. There is a place to assign a comp code to an employee but if you could have the choice of job or ...by: Diane B. | over a year ago | Last activity 14 days ago | Status changed over a year ago | Payroll
-
Votes
1
The print button was relocated on the 6-6-1 Report Printing screen. It ...
Muscle memory for 15 years is destroyed becuase of this small change. Can it bemoved back?by: Benjamin F. | 15 days ago | Last activity 15 days ago | Status changed 15 days ago | Project Management
-
Votes
1
Pull labour charged to a work order into billing with materials
It would be helpful to have the option to pull in labour and materials charged to the work order - whether the labour is on the work order itself or through daily payroll ...by: Pam Z. | 20 days ago | Last activity 20 days ago | Status changed 20 days ago | Service Receivables
-
Votes
1
PO Show on WO
It would be extremely helpful to have a Purchase Order show that its attached to a work order. Currently you would have to pull a PO report to do this. It would be nice ...by: Pam Z. | 20 days ago | Last activity 20 days ago | Status changed 20 days ago | Project Management
-
Votes
8
be able to enter check #'s that are alpha - not just numeric
I use EFT for an Electronic Funds Transfer as the check number. In order to do this, I have to enter an actual numerical value (instead of EFT) and then go to the 1-3 ...by: Mary Jane J. | 4 months ago | Last activity 29 days ago | Status changed 4 months ago | Accounts Payable
-
Votes
5
Using the PDF button or sending emails via Sage should embed fonts ...
Sage uses the Amyuni driver to create PDFs. Unfortunately, Sage isn't embedding fonts into the PDF. Therefore, those of us that use TTF non-standard fonts in our ...by: Todd S. | 5 months ago | Last activity 29 days ago | Status changed 5 months ago | Accounting Reports
-
Votes
6
copy user defaults to other companies
With so many clients having more than one database, it would be great if we had to option to copy defaults from one company to another as well as any custom queries.by: Charlene D. | 5 months ago | Last activity 29 days ago | Status changed 5 months ago | Utilities
-
Votes
4
Supervisor should be be able to view their own employee profiles that ...
There should be a spot on the employee profile to add who their supervisor is. Then the supervisor can run reports and follow up on key dates of the staff they ...by: Roni Z. | over a year ago | Last activity about a month ago | Status changed over a year ago | Payroll
-
Votes
5
Update report samples
There are far too many report samples that do not actually reflect the report selected. For example, the AR invoice list #46 organized by customer/job is the same ...by: Charlene D. | over a year ago | Last activity about a month ago | Status changed over a year ago | Review and Reporting
-
Votes
4
Calculating Federal OT hours on 2026 records that already existed ...
there are some clients that did not install the YE tax update with the new FED OT feature before they started processing 2026 payroll records. It could be they never ...by: Charlene D. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Payroll
-
Votes
52
Allow for more than on phase to be on a Change Order
Our company uses phases for each building that we build, and it is time consuming when we have to create 4 change orders to the owner just because we have to make changes ...by: Ashley S. | over a year ago | Last activity about a month ago | Status changed over a year ago | Project Management
By Category
All Categories- Accounting Reports (122)
- Accounts Payable (493)
- Accounts Receivable (453)
- Equipment Management (43)
- Estimating (117)
- General Ledger (132)
- Inventory (58)
- Other (271)
- Payroll (710)
- Project Management (380)
- Review and Reporting (148)
- Scheduling (49)
- Service Receivables (171)
- Utilities (93)
