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Votes
5
Use Tax Default from Job or Vendor
If we are already applying the Sales Tax District to the Job, why won't Sage auto Populate the Use Tax District on the AP Invoice based on the Job we have already applied ...by: Irene P. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Payable
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Votes
8
Cash Receipts sort by job and / or client alphabettically
In Cash receipts screen, please add the "Client" to the Contract section and the "Job" to the Service section. Then allow the user to sort by these columns (and the ...by: Greig S. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Progress Billing Setup
In the Setup of Progress Billing (3-7), it would be nice if the Subaccount would automatically default the Department Code from 3-5. Instead, each time you bill, you ...by: Jennifer F. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Receivable
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Votes
14
3-7 Progress Billing Remove Income Account from Setup Screen
Move Income Account/Sub-Account to be a Line Item as it is in 3-2 Invoices. This allows different departments (Income Account/Sub-Account) to be entered on the same ...by: Cheryl W. | over a year ago | Last activity 13 days ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Please included a Pick List for individual invoices and/or record ...
When billing T&M, often times we will bill only for specific invoices. Also, the record numbers and/or dates of the AP invoices may not be in sequence. Sometimes there ...by: Josh H. | over a year ago | Last activity 14 days ago | Status changed over a year ago | Accounts Receivable
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Votes
4
T&M Computing
It would be a great idea to have a date range when computing the T&M invoices. Sometimes we have a customer that is billed a contract price and don't need to compute ...by: peshe p. | about a year ago | Last activity 14 days ago | Status changed about a year ago | Accounts Receivable
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Votes
6
3-10-2 Compute T&M by Date Range
We use the 3-10-2 Compute feature frequently but would like to request a new report format. We need to run a compute by a date range of payroll to capture the days an ...by: Dana G. | over a year ago | Last activity 14 days ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Process Credit Invoice through 4-3-2 for Credit Cards
Occasionally, we have credit invoices, entered in 4-2, that will apply back to a credit card. Currently, I have to void those from 4-2 and re-enter them through Credit ...by: Heather T. | about a month ago | Last activity 18 days ago | Status changed about a month ago | Accounts Payable
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Votes
2
Do Not Allow WO's With "Completed Time" to be Unassigned from all jobs
This has now happened a couple times where a job had to be rescheduled and with doing that the previous dates were then erased from the work order. Once a work order has ...by: Pam Z. | about a month ago | Last activity 21 days ago | Status changed about a month ago | Payroll
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Votes
1
When hit save on a work order - PLEASE do not close it!
When we are working on billing a work order, the work order has to be opened and saved and opened and saved and opened and saved so many times. When we hit save, why ...by: Pam Z. | 18 days ago | Last activity 18 days ago | Status changed 18 days ago | Service Receivables
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Votes
1
Working in 2 states calculate taxes and er calculations by the ...
When you have an employee working in 2 states in one week Sage needs to calculate state SUI tax according to the locality as well as workers comp and any other ...by: Tina D. | 18 days ago | Last activity 18 days ago | Status changed 18 days ago | Payroll
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Votes
20
Vendor Credit Line
A warning should display when you are reaching your credit line with a vendor. There is no place even under the vendor for a credit line.by: Tara G. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Accounts Payable
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Votes
10
Vendor 4-4 Add two fields - Credit Limit and Remaining Credit ...
This would be nice to see so that we can determine quickly if we are approaching our limits with our vendors. It would be used to help us decide if we should ask vendors ...by: Jim T. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Accounting Reports
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Votes
4
Keep proposal exporting from overwriting the "notes" field
Be able to export proposals in different phases without overwriting other phases. Since we deal in multiple phases, I get tired of having to cut and paste to keep from ...by: Chris B. | over a year ago | Last activity 20 days ago | Status changed over a year ago | Estimating
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Votes
8
takeoff descriptions to Proposal
We provide lump sum Proposals to our clients despite using a breakdown for our estimated costs. Our Proposals have lengthy descriptions of the work we will complete by ...by: Karen F. | over a year ago | Last activity 20 days ago | Status changed over a year ago | Estimating
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Votes
2
Not pay invoices to subcontractors when their subcontract shows a ...
We have had situations where a subcontractor is "Backcharged" after their invoices have been entered. We need a way for it to flag any PAYMENT that would exceed the ...by: Susan B. | 28 days ago | Last activity 27 days ago | Status changed 28 days ago | Accounts Payable
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Votes
27
Payable Vendors 4-4 needs to show when the last time this vendor was ...
It would be helpful to show on the vendor screen the last time the vendor was paid in order to know if this is a one time use vendor or possibly went out of business. ...by: Gina L. | over a year ago | Last activity 28 days ago | Status changed over a year ago | Accounts Payable
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Votes
15
Purchase Order Quantity to Date Balance
The Master PO only show the TO DATE Quantity Dollar and Units, but does not show a remaining quantity balance. We don't want to do the math every time to see what's left ...by: Armando D. | over a year ago | Last activity 22 days ago | Status changed over a year ago | Project Management
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Votes
11
Purchase Order Receipts - Invoice Date
ability to enter the actual date received (currently the field is locked down)by: Ted C. | over a year ago | Last activity 22 days ago | Status changed over a year ago | Inventory
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Votes
24
Multiple Phases On Purchase Orders
Phases needed to be added to the grid so you can have more than one phase per purchase order.by: Lana S. | over a year ago | Last activity 22 days ago | Status changed over a year ago | Project Management
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