-
Votes
9
Can you make the percent complete in progress billing up to 4 decimal ...
Since the system will not let you bill by dollar amount one time and percentage complete another time, we always bill by percentage. However, we need more than 2 decimal ...by: Felicia C. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
-
Votes
1
1 click for charging CC Fee to Customers if they choose CC payment ...
Due to the rising CC processing costs we would like a 1 click option if a Work Order customer chooses to pay us with credit card. Currently we have to manually key in ...by: Will B. | 8 days ago | Last activity 8 days ago | Status changed 8 days ago | Service Receivables
-
Votes
3
credit card processing
wants the ability to add a surcharge for credit card processing on the invoices for clientsby: kayla j. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
-
Votes
5
copy user defaults to other companies
With so many clients having more than one database, it would be great if we had to option to copy defaults from one company to another as well as any custom queries.by: Charlene D. | about a month ago | Last activity about a month ago | Status changed about a month ago | Utilities
-
Votes
4
Equipment Cost tab in 8-3
When I void an AP Invoice that has an equipment cost, it does NOT void that cost under the equipment cost tab in 8-3. The cost will remain and the STATUS will change to ...by: Melanie R. | over a year ago | Last activity 23 days ago | Status changed over a year ago | Equipment Management
-
Votes
2
Please add spell check to menu item 11-2 "Request for Information"
Please add spell check to 11-2. This is one of the modules in the program which would benefit the most from spell check.by: Jeff B. | about a month ago | Last activity 27 days ago | Status changed about a month ago | Project Management
-
Votes
3
Disable the ability to create an invoice in PAID status
We've run into a few instances where an invoice has been created and saved in PAID status. This seems to be a system bug as it does not trigger job cost info and there is ...by: Nate K. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounts Payable
-
Votes
1
User ID for partial service invoices should be the user who actually ...
Currently, when you create a partial invoice in the service receivables module, the user id for the partial invoice record is shown as the same user who created the ...by: Nate K. | 26 days ago | Last activity 26 days ago | Status changed 26 days ago | Service Receivables
-
Votes
5
In 4-2 notify when a vendor has a purchase order or subcontract for a ...
In 4-2 when entering a vendors invoice, it would be great if we could get a notification that that vendor has a PO or SC for the job we are posting to so the invoice ...by: Lilah K. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Payable
-
Votes
4
Using the PDF button or sending emails via Sage should embed fonts ...
Sage uses the Amyuni driver to create PDFs. Unfortunately, Sage isn't embedding fonts into the PDF. Therefore, those of us that use TTF non-standard fonts in our ...by: Todd S. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounting Reports
-
Votes
24
Lien Waiver Status Report by job
Need a report similar to the Insurance Report for vendors (4-1-1-41 thru 48) that tracks by date range expiring/expired insurance certificates. When we send out Lien ...by: Kelly R. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Payable
-
Votes
2
Add selection option for saving a record. Advance to the next record, ...
When creating a record such as a purchase order it often needs to be printed. However, the record needs to be saved before it can be printed, and when you do this the ...by: Jeff B. | about a month ago | Last activity about a month ago | Status changed about a month ago | Project Management
-
Votes
2
CHANGE ORDER ENTRY VS RECORD NUMBER APPROVED VS OPEN
THE WAY SAGE HANDLES CHANGE ORDERS IS AWFUL HERE'S AN EXAMPLE I HAVE A LARGE JOB AND CHANGE ORDERS 1-7 APPROVED THEN I HAD TO GENERATE 8,9,10,11 I HAD THESE AS ...by: REGINA M. | about a month ago | Last activity about a month ago | Status changed about a month ago | Project Management
-
Votes
2
Users should not be able to create a purchase order for a vendor when ...
In the vendor profile, you can define if a vendor needs to have a purchase order or a subcontract. If this setting says the vendor must have a subcontract, then you ...by: Nate K. | about a month ago | Last activity about a month ago | Status changed about a month ago | Project Management
-
Votes
2
Give ability to delete phases, etc if costs to them are voided. Once ...
Once you enter any kind of costs on a phase you can not delete it. If a phase is entered incorrectly you can not remove it even if you remove all costs charged to the ...by: Shelly g. | about a month ago | Last activity about a month ago | Status changed about a month ago | Project Management
-
Votes
42
Notification of licenses expiration in payroll
When licenses and training expire in payroll it would be nice for a pop up to come up when a payroll record is entered to notify the payroll person.by: Libbie E. | over a year ago | Last activity about a month ago | Status changed over a year ago | Payroll
-
Votes
2
Create User Defaults for Service Order Entry
It would be nice to have the ability for each user to have their own defaults for service order entry instead of the defaults set at the organizational level. It is great ...by: Kasie D. | about a month ago | Last activity about a month ago | Status changed about a month ago | Service Receivables
-
Votes
3
Vendor Numbering
It would be nice to allow Vendors (4-4) to be alpha/numeric to sort better.by: Tammy J. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Payable
-
Votes
3
Accounts Receivable - Client Numbers
It would be nice to allow Receivable Clients (3-6) to be alpha/numeric to sort better.by: Tammy J. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
-
Votes
3
Project Numbers
It would be nice to allow Jobs (3-5) to be alpha/numeric to sort better.by: Tammy J. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Accounts Receivable
By Category
All Categories- Accounting Reports (121)
- Accounts Payable (488)
- Accounts Receivable (449)
- Equipment Management (41)
- Estimating (117)
- General Ledger (131)
- Inventory (58)
- Other (269)
- Payroll (696)
- Project Management (377)
- Review and Reporting (147)
- Scheduling (48)
- Service Receivables (170)
- Utilities (92)
