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Votes
2
Sage Advisor Update - be able to say no to an optional update
When you setup the Sage Advisor Update to send you an email when there is an update available and you decide not to do the update because it's irrelevant (a tax update ...by: Elizabeth G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
5-1-6 reports - Be able to select a specific employee
When running the 5-1-6 Certified reports, we'd like the ability to be able to run the reports for just one employee. Adding a selection criteria for the Employee field ...by: Elizabeth G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
1
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 over a year ago | Status changed over a year ago | Review and Reporting
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Votes
6
journal entries not showing in vendor all payments
The original suggestions is posted as Completed, but we just updated to the latest version 23.3.34 and posted a new JE as a payment and it does not show up in that ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
3
posting service contracts is blocked from new GL posting feature by ...
When we turned on the new posting period to match transaction date box in 1-8, our service contract records in 11-2 will no longer post. If we turn off the feature we ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
allow user to choose the subcontract status when exported from takeoff
Please add the ability to choose a status for the subcontracts when they get exported. We are finding that having subcontracts exported to a bid status ONLY won't allow ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
6
Add sales tax to inventory cost
For users that do not have a resellers license and pay the sales tax when they purchase materials, we need to have the ability to include the sales tax in the inventory. ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
4
See attachments to POs on the Work Order where the PO was generated
Please add the ability to see all attachments on the WO including attachments on POs that were generated from the WO. Just like we can see all attachments related to the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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Votes
2
Include Proposal Line item notes when importing to Progress Billing
Please offer the option to include line item notes when importing the Proposal to the Progress Billing window. I can see that the notes import form the budget, but those ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Prime change needs units to update Unitary Billing
The prime change tab needs a unit column. And it would be great if they could update the unitary billing windowby: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
5
Protecting original budget
The lock edit button is not prohibiting an override of the original budget if exported from the takeoff a second or third time. Please do not warn that it will override ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
Estimating export options
Since bid items have types, the export to budget should NOT include change orders since those are exported to change orders. We need options to include or exclude ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Deposit slip missing records
Just tested your new deposit slip option in menu 1-10. We created a deposit for a duplicate payment in 3-2 because the invoice was already paid in full so we could not ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Votes
9
Job # correction on payroll records
Just tried your new feature to change the job # on final computed or posted payroll records. Works like a charm, but wish we had these options: 1. To click select all ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
Assign vendors to parts for inventory when estimating is not owned
The option to assign vendors in 9-7 is only available for those who own the estimating module, but those who own the inventory module and use service reeivables also need ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
8
Creating POs to multiple vendors from one work order
Since we have to generate the PO directly from the Work order window in order to link the PO (and therfore corresponding AP invoices and job cost), users would like the ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Service Receivables
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Votes
2
security settings report is missing the multiple dashboard security
Please include the individual dashboard security settings GL, AP, AR, Projects on any security report in menu 13-7by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
6
WO numbering default to next needs to be the highest next
Many companies have their WO #s set to skip during entry so that the number is assigned when the records are saved because they have more than one user creating them at ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Service WO template should exclude the payroll labor from original ...
We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
11
client / location warning for Service
Ability to create warnings for various issues for a client, location, job, etc. Works like vendor certificates.by: Charlene D. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
By Category
All Categories- Accounting Reports (119)
- Accounts Payable (481)
- Accounts Receivable (446)
- Equipment Management (41)
- Estimating (117)
- General Ledger (126)
- Inventory (57)
- Other (267)
- Payroll (689)
- Project Management (370)
- Review and Reporting (147)
- Scheduling (48)
- Service Receivables (166)
- Utilities (90)
