• Votes

    5

    Add lock edit to employee screen

    Please add the lock edit feature to the employee screen so that information can't be changed on any of the fields on the 5-2-1 screen. We have an HR Manager, Payroll ...
  • Votes

    5

    lock edit box on menu 5-2-2 so records can't be changed

    All time is processed via daily payroll & reviewed/approved prior to time cards being created. We don't want anything modified once the time card is created in menu ...
  • Votes

    4

    Create 'toggle' for Profit Rate for markup/margin

    Our sales people use Margin for everything, and it is a real pain to enter everything in Sage as Markup (even though the bottom of the grid reflects the total Margin, ...
  • Votes

    11

    Jobs-Project Address versus Billing Address

    We need to have a separate tab for billing address!! We have over 200 projects whose address is different than our "remit to" address. I don't understand how this is ...
  • Votes

    5

    When you enter an item into an invoice it should pull up the price, ...

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  • Votes

    4

    Estimate/Bid Numbers VS Job Numbers

    Is it possible to have a different number for an estimate/bid from the "current" job number? We are having huge issues with jobs moving from "bid" status to "current" ...
  • Votes

    1

    Daily hours report that includes paid and unpaid hours

    In Canada, in British Columbia in particular, we pay statutory vacation pay with a calculation that involves coming up with the average hours worked in the 30 day period ...
  • Votes

    3

    6-1-4-61 Allow filtering and sorting by supervisor (not just ...

    This report currently allows filtering and sorting by salesperson. I need to be able to filter and sort by supervisor. We use these 2 fields for foreman and project ...
  • Votes

    2

    Keep parts order the same from Bid Request to PO

    When rolling from a Bid Request to a PO, the items are sorted by description if there is no part number and by part number if there is a part number from parts list. ...
  • Votes

    9

    Income Statement 12 Month Trend Actuals vs Budget

    There needs to be an Income Statement 12 Month Trend that compares each period's actual to budget and shows a variance.
  • Votes

    3

    3-2 Invoices/credits -NOTEPAD description lines do not print across ...

    When printing a description in the grid of 3-2 invoices and credits, you don't get much room. I usually type the detailed description in the notepad and it would print ...
  • Votes

    6

    6-6-1 Overwriting a record# with same PO#

    In v19.8 if I needed to change the vendor or other field from a saved PO, I was able to Copy and Paste the PO, make the necessary changes, and then type in manually the ...
  • Votes

    4

    Deleting Parts and Assemblies is now a pain in v20

    I have a ton of jobs in my company that are open because of an AP invoice from years ago that may be off by a few dollars. This discrepancy does not allow me to delete ...
  • Votes

    1

    Maintain Jobs or Assemblies Database

    If we can maintain the parts database by selecting a few criteria and changing the values, why can't this be done with jobs or assemblies? Example, we were contracted ...
  • Votes

    3

    We would like to reimburse a vendor for materials without affecting ...

    In 4-2 (Payable Invoices/Credits) there should be an option on the grid to choose "exclude from 1099 balance".
  • Votes

    3

    user def

    I have to track minority hours on project. I created a report to tell me this, but I had to use statement email as the field to pull from for the report. I put Minority ...
  • Votes

    3

    3-4-21 Job Statement

    The description cuts off after 25 characters even though there appears to be plenty of room remaining for a longer description. Apparently, it is a locked field so must ...
  • Votes

    5

    submittal numbers "Next bj Job"

    Submittal numbering is critical to be able to number by Job, just like RFI's and Change Orders!
  • Votes

    1

    Please enhance the % of wages IRA calculation so that IRAs can be ...

    Please make the IRA calculation be gross wages less pre-tax health care deduction, multiplied by whatever percent an employee wishes for their IRA deduction. SIMPLE IRA ...
  • Votes

    1

    The ability to export a takeoff into a Unitary Billing or Proposal.

    It would be great if there was a way to export a takeoff into Unitary Billing and Proposal or the ability to create a Unitary Proposal Template to use for import.