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Votes
4
tool & equipment tracking - adding truck numbers, employee numbers, ...
Need a way to track where small tools and equipment are located. Right now, we have "jerry-rigged" the inventory module to allow this, but it is a recipe for disaster. ...by: Lisa D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
8
please add additional address fields in 5-2-1 Employee records, just ...
We need a way to have additional addresses stored in payroll records; many employees have a different mailing address than physical address. I need to have easy access ...by: monika s. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
It'll be great if there is a field in payroll for the start and end ...
Since we are using Sage Service Operations, it will great if the scheduled start and end time can be pushed back to Sage 100. Currently, there is no available field in ...by: Gerald C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
7
Dashboard printing options need to include word or excel option
We would like to be able to print the dashboard on one page. At this time we are unable to do so as you can't edit it at all in the printer options. Allowing it to be ...by: Tina B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
2
Is there a way we can have report 61 default to current period on a ...
If we could have the ability the modify more reports such as Aging reports to allow us to pull per month only.by: jenny p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Please allow inactive on inventory locations.
We have OLD vans in there that we can not remove due to being used previously.by: Susan J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
16
When a vendor or customer has been marked inactive, they should not ...
I am finding that even though a vendor is marked inactive, they are still showing up on insurance reports. The point of marking them inactive was to make the list ...by: Susan J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Customer receivables statement by location
We need to be able to provide a statement by client location in addition to overall. We have several apartment complexes that roll up to a management company. Each ...by: Susan J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Fix the Print Button When You Forget to Save
Sometimes when finishing a record, people are in a hurry and click the print button without saving. In most windows, this prompts the user to save the record, but then ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
6
Standard Hours Reports that Include Computed & Uncomputed Hours
Please create standard hours reports for Work Orders/Jobs/Phases that include both uncomputed and computed hours, that also specify the hours type (reg/ot/dt/etc). Many ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
6
3-6 Total AR Balances as a field
In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...by: Ryan B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Allow Holdback Defaults To Be Entered in 3-6 Clients
For regular customers, either holdback is something that is required on all of their projects, or it is required on none of their projects. It would be nice to be able to ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Use Google Maps API to Populate Address Information
Many times when entering an address, only partial information is given, spelled wrong, etc. Usually the solution is to just search the address on Google. Thinking about ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
4
Import PDF pages to Report Forms
There are often many reports that customers/stakeholders want us to fill out where all of the information is already in Sage, but it has to be "their" form. What would be ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
9
Allow Different Page Orientations in Report Forms
Often times there are reports where one side of the page is landscape, then the next page is portrait, etc. It would be nice to be able to make a report that can have the ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
4
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Automate Location Records in 11-2 Work Orders
A common problem we seem to encounter is that nobody enters location records, and instead re-enters the location information in 11-2. It would be nice if the system ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Create a Table for Contacts
One table that seems to be missing from Sage is a Contacts table. For example, there is a client contact, their information is firstly entered in the grid of the "client" ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
By Category
All Categories- Accounting Reports (124)
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- Other (276)
- Payroll (721)
- Project Management (393)
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