• Votes

    8

    5-1-7-31 pulls off paygroup benefits and not payroll record

    On behalf of Joan Stork, Rons Construction Service: I have an employee who has opted out of one paygroup benefit, but when running the 5-1-7-31 report, it's pulling this ...
  • Votes

    1

    Each module offers codes for classifying transactions that differ by ...

    Each module offers codes for classifying transactions that differ by application. The result is that accurate Department and Line-of-business reports cannot now be ...
  • Votes

    1

    Create a Current Retention Calculated Field for use in Modify Reports ...

    When using a calculated field formula in 3-7 Modify Report, if the result for the current retention amount is 0.00 it shows as blank and doesn't enter as 0.00. I need ...
  • Votes

    4

    Certified payroll reports for bi-weekly payroll processing

    Was just informed that the certified payroll reports ONLY work if you process your payroll on a weekly basis. It's not always a requirement that you process weekly & ...
  • Votes

    23

    Accrue vacation by date of hire and allow stipulations for accrual ...

    We would like to accrue vacation time based on an anniversary date of date of hire. Also, we would like to give employees more time based on years of service.
  • Votes

    1

    On report 6-7-4-21 Please move "Refresh" below "Print" on File tab, as ...

    We upgraded and the "Print" option was always the first option listed from File on report 6-7-4-21, and now we constantly choose "refresh" since it was placed ahead of ...
  • Votes

    5

    When using the description field drop down box, when you start typing ...

    Right now it takes a lot of time to select Vendor names and to add to the required Description field. If when you start typing the system could give you several of your ...
  • Votes

    3

    My fiscal year does not end on 12/31 I do not want to archive my ...

    My fiscal year does not end on 12/31 but I am forced to archive my payroll on 12/31. I am never ready to run my W2's on 12/31 and if I need information relating to a job ...
  • Votes

    9

    Aatrix does not calculate everything on the quarterly reports.

    When running the quarterly payroll withholding reports Aatrix does not keep track of the payments made during the course of the quarter. You have to manually keep track ...
  • Votes

    12

    Hide dispatch board columns/Multiple boards

    Would like to be able to only see technicians on dispatch board for certain groups such as only residential or only commercial. When a customer calls in the ...
  • Votes

    9

    add a pop up when we enter a customer to schedule service to allow us ...

    we would like to be able to add a pop up when we enter a customer to schedule service specifically to let our dispatchers know if we have an issue with servicing this ...
  • Votes

    3

    Go to transaction button

    Be able to view an invoice and credit card transactions by utilizing the "go to transaction" button without going to 1-3 as normally that access is only for upper ...
  • Votes

    8

    View the remittance for a check already written.

    We should be able to view the remittance for a check that was cut without having to export to excel if for some reason a vendor did not receive the remittance portion of ...
  • Votes

    16

    Auto-Attach all emails sent from Sage to the job/section

    Automatically attach any email (generated at each print menu) that is sent through Sage to the appropriate attachment section. For example, if I directly email a PO out ...
  • Votes

    1

    Make the *Description field in 6-6-1 screen a required field, remove ...

    We would like this field to be left blank after creating the purchase order. We need our employees to enter a specific description. Since it is already populated, we ...
  • Votes

    9

    Certified Payrolls - create file in XML format - in order to submit to ...

    In order to submit to upload Certified Payrolls in the CA DIR (Dept. of Industrial Relations), the files have to be in XML file. I can do it from LCPtracker for the ...
  • Votes

    15

    Edit T&M Invoices before posting

    We have times while creating T&M invoices where we want to apply discounts for items or add additional charges (min trip fee). There is no easy way to edit T&M invoices ...
  • Votes

    2

    Inventory - Package Quantity in 9-2 Effects Purchase Entry/Quantity on ...

    Ability for inventory purchases to be adjusted by the package quantity number in the 9-2 Parts window to affect quantity on hand. We bill most items by "Each", but ...
  • Votes

    6

    Ability to add numbers together in a grid like you can in Excel

    If you highlight numbers in a grid, you should be able to see the sum of those number, just like in Excel. I've used other construction software programs that have these ...
  • Votes

    2

    Keep desktop shortcuts with user upon Sage upgrades

    When we upgraded to 20.5 our desktop shortcuts disappeared. I had go back and recreate all of them for all my Project Managers, owners and myself. This seemed unnecessary