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Votes
5
Add Short Client name to Work Order Display preferences
Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed 6 months ago | Service Receivables
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Votes
6
Add a module so we can track communications for jobs - namely emails
With so much of the job communications happening thru email, we need to be able to create/respond/log/refer to emails that relate to particular jobs. Right now, everyone ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
equipment income statement
We need Equipment Income Statements. We need an easy way to analyze the Revenue, Costs, Net and Hours projection vs actual of each piece of equipment.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Votes
7
Job labor hours Actual/Budget~ with uncomputed payroll - in summary
We need these to be in summary by cost cost as its too much data for the operations team to see when every payroll record is shown in the detail.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Add nickname field
Add Nickname field in 5-2-1 so we can address employees properlyby: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
committed cost report - allow to choose by cost types - strip out ...
I need to compare by cost code for non-labor cost types - Budget vs Cost to Date vs Purchase Order = Remaining. We do not write po's for labor so to assist in project ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
8
Daily Payroll "Certified" field is not pulling from employee screen ...
Shouldn't the certified field in the 5-5-1 screen default to the employee certified payroll indicator in 5-2-1 when the "Requires certified" 3-5 job field is unchecked ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
5
More alerts! New vendor created.
Alert when a new vendor is created.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
6
More emailed alerts! New Client is created
Be able to set up alert to email a particular user when a new client is created.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
rename attachments
Often attachments are dragged (sometimes from email) into Sage and how its named needs to be cleaned up. There isn't an easy way while in Sage to do that.by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
2
Job purchase order allows non-job gl account to be saved in the grid
In the 6-6-1 screen, the system allows a job to be entered in the top section but then doesn't require the appropriate job GL account in the grid. When we go to enter the ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
We need to clean up Report forms -
Having been on Sage 100 for 20 years, we have a lot of report forms that we need to delete. Unfortunately, they are saved all over the place- user level, company level, ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
5
audit trail - "record history" keeps only 3 months of history
Why is there only 3 months of history in the "record history" or "Field history". We need all history. Sometimes you don't discover it for some time so 3 months isn't ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
7
job start up process - help us manage and enforce process
Can you add an item in project mgt where we can create process/checklists/to do's/assign accountability to different individuals and keep notes for job start up and job ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
10
location alerts -
Thank you for creating the Client alerts!!! We are also needing it for Location Alerts as we often have once client, with many locations. Can you find a way to do the ...by: Shawn E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Progress Billing
Have the ability to post to income on a progress billing as you go. If a builder want you to submit monthly, you need to know where you are at on an income basis as you ...by: Don K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
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 over a year ago | Status changed over a year ago | Project Management
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Votes
3
In 9-2 add a default field for "account".
We would like to add a default field in the Part 9-2 for entering the GL account. The field should be "account". So this way the account would pre-fill when doing a ...by: Armando D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
13
Combined SR/AR Report by Client Name or Number
Could you provide a report where we can view combined jobs and service receivables by client name or number with 30/60/90/120/120+ columns and total the columns on the ...by: John B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
4
Ability to Check Job Removal of Closed Jobs during FYE Archive
It is very frustrating that you are no longer able to validate if a job can be removed during the FYE Archive process now that we are in a multi year environment. When I ...by: Gail S. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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All Categories- Accounting Reports (121)
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- Other (269)
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- Project Management (375)
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