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Votes
7
Better Integrate Work Orders into the Rest of the Software
Many companies have a “functional” organizational structure, meaning that one person enters payables, one person creates purchase orders, one person creates receivables, ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed 4 months ago | Other
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Votes
5
Integrate Inventory and Takeoffs
When you do a 9-5 takeoff, you should be able to: - Run an inventory report for the material items in the takeoff, to see if there is stock of that item before ordering ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
5
Create a Downvote Button for Product Improvement Suggestions
This would allow users to vote for AND against product ideas. This would make it easier for developers and users to not only see which ideas people like, but also ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
2
Make Admins Subject to Security Permissions
Where this issue arose in our company is in purchasing and warehousing. These staff are the primary ones who maintain our parts database, but we can’t give them ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
2
Ubiquitous Tree Style Class Selection
Bring the same expandable/collapsible tree structure to any selection window involving part/assembly classes. For example, in the 9-2 parts window, when you try to assign ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
Bring a Notes Field to Part Classes/Assembly Classes
Convenient for reporting purposes would be a notes section for Part/Classes/Assembly Classes, so users can explain in further detail about what should be and shouldn't be ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Include 'Order History' and 'Takeoffs' as Buttons on 9-2 Parts
Similar to the 'Purchase History' button, it would be really handy to see if a part has been ordered or used on a takeoff before. Sometimes if a part has been created ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
7
Send AR Invoices, SR Invoices, and Statements in Batches like Employee ...
Often we have a lot of customers who have outstanding invoices. It would be great to be able to send each customer a combined statement with all attached invoices in one ...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
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
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Votes
3
Make Each Line Item of an A/P Invoice a New Cost Record by Default
If each line item was its own cost record, T&M setup/billing could be much more detailed, but also cost reporting could be a lot better. Same goes for Inventory ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
4
Make Each Line Item of an A/P Invoice a New Cost Record by Default
If each line item was its own cost record, T&M setup/billing could be much more detailed, but also cost reporting could be a lot better. Same goes for Inventory ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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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 4 months ago | Service Receivables
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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
1
In the F7 Window, Allow Defaults Related to the Current Field
For example, most fields have the "NEXT" option available, which will issue the next number. But say in a query window, I would like to be able to have the query ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
By Category
All Categories- Accounting Reports (120)
- Accounts Payable (482)
- Accounts Receivable (447)
- Equipment Management (41)
- Estimating (117)
- General Ledger (127)
- Inventory (57)
- Other (267)
- Payroll (689)
- Project Management (370)
- Review and Reporting (147)
- Scheduling (48)
- Service Receivables (166)
- Utilities (91)
