• Votes

    3

    Employee Numbers in the Users Table/Field Default to # of Employee ...

    A useful feature would be to associate an employee number with a database user ID. From there, when pressing the F7 key to modify a field that references the employee ...
  • Votes

    6

    Create Holdback Billing for All Phases Simultaneously

    It is often the case that holdback is maintained until the entirety of the project is completed (for all phases). Hence, when creating a holdback invoice, the software ...
  • Votes

    4

    Include Journal Transaction Descriptions in 1-5 Bank Reconciliation

    Ideally, if the grid could be customized in the 1-5 Bank Reconciliation screen, that would be great. At the very least, it would be good to be able to view both the Payee ...
  • Votes

    13

    Mandatory Fields Based on Job Status

    Project managers are often left responsible to enter job details, but the administrative staff are the ones who need them. It wastes a lot of time when the information ...
  • Votes

    14

    Copy Grids With Headers

    Allow an option to copy grids with headers, (like how the option is available in MSSQL Server Studio). This would allow users to copy/paste things from the grid into a ...
  • Votes

    6

    Subcontract warning

    This was reported "Delivered in version# 22.1" as reported by Steven at Sage, however it has still not been implimented. I called Sage two months ago and they searched to ...
  • Votes

    31

    YTD/QTD Earnings should include Hours

    5-1-9 needs to include total hours for the quarter. Washington State has two reports requiring total hours for the quarter and the only way to do it now is to merge the ...
  • Votes

    9

    Cash Basis reporting

    Please allow the ability to create Balance Sheet and Income Statements in Cash Basis! My CPA keeps bugging me to request this. I'm finally used to Sage after many years ...
  • Votes

    8

    Please add the ability to switch to Cash Basis (like Quickbooks does)

    It would be an ENORMOUS help to add the ability to operate in CASH BASIS mode. Please, please!
  • Votes

    6

    Dispatch board - turn off Sat & Sun so they do not display if not ...

    We do not generally work on Saturday & Sunday. I have those days turned off on the calendar options, but they still show up on the dispatch board taking up unnecessary ...
  • Votes

    22

    Make drill down reports able to be sorted by Date, and exportable to ...

    Example, when I run the Balance sheet report and click into one of the accounts to see all the transactions, they are set to be sorted by Record# so the dates are not in ...
  • Votes

    1

    Suggest : Alerts - should have a toggle switch on / off. new version ...

    It is very annoying and slows down processing accounts payable and entering payroll. The alert comes on each time a Job number is entered where it is "Complete" meaning ...
  • Votes

    3

    Create a change order from 6-5 Job screen

    Create a change order from 6-5 Job screen
  • Votes

    7

    On current GL ledger account, want to be able to add ...

    On GL ledger account, we would like to be able to add subaccount/department without having to set up a new GL account # because there has already been activity posted to ...
  • Votes

    9

    Allow multiple phases on the same Receivable invoice

    Our job contracts have several phases and cost codes. Currently we have to enter a separate invoice for each phase for each billing. Sometimes could be 10 to 15 ...
  • Votes

    3

    I need the description field on trnasmittal grid expanded to 75 ...

    often times the field is too small and we cannot abbreviate the description of documents or products on the transmittal line. We have already used the userdef field for ...
  • Votes

    5

    "client outstanding balance of $X.XX" showing in service receivables

    Should be able to set permissions for employees who have access to 11-2 work orders to prevent them from seeing the pop up reminder stating the outstanding balance. Often ...
  • Votes

    16

    Report for Sales Tax Paid

    I would like to see a report by tax district that combines both what hits the GL in the sales tax paid account and the A/P vendor invoice. We compare what we collect in ...
  • Votes

    7

    HR Letters (such as benefits eligibility correspondence) to employees ...

    Please generate a way to send HR Letters (such as benefits eligibility correspondence) to employees with the email address in the payroll record. Use a selection ...
  • Votes

    9

    Project Dashboard Improvements

    We would like to see a more comprehensive Project Dashboard so we don't have to run separate reports to see a summary of important parts of a single project. For example ...