• Votes

    2

    Bonding Report - Add Filter Criteria

    - add field "Actual Sales Price" from Job 3-5 to use as a filter (or create a filter field). I need to filter the bonding report for jobs with any activity in current ...
  • Votes

    3

    Create a tool to export and import custom reports and user profile ...

    When backing up and restoring companies to a new server, it does not pull over any of your custom reports or user profile settings, etc., and you have to manually move ...
  • Votes

    13

    Phase Reports

    We preform a lot of "Phase" work and are billing and paid by phase percentage of completion. It makes so much sense to have "Phase" sort criteria added to the following ...
  • Votes

    9

    Add lookup to table in Custom Fields

    Add the ability to have custom field do a look up to a table. For example, look up to employee table to add employees to a custom field.
  • Votes

    3

    Company Financials

    It would be great if there was a place to save Company Financials for certain periods instead of having to create new reports every time for completed periods or save ...
  • Votes

    1

    Add a job# field and Workers Comp Field to paygroups screen.

    We use multiple trades on all of our jobs, if there was a workers comp number field and a job field in the 5-3-4, we could update the paygroup for each timecard line ...
  • Votes

    5

    Make Sage100C Accessible by Phone/Tablet

    Sage software has all the features that I need, however a modern business needs mobile capability. I need a way for technicians in the field to be able to use Sage on a ...
  • Votes

    2

    Schedule Resource Reports- Available Employees

    In the 10-1-3-31 Employee Resource report I cannot modify the report or add any additional filters. Either allow this report to be modified/customized or add a report ...
  • Votes

    10

    Integrate Scheduling Module and Dispatch Board

    Once you assign employees to tasks and jobs in the scheduling module, you should be able to export this information directly to the dispatch board so you can see employee ...
  • Votes

    12

    Client Credit Limits and Alerts

    Please add a field in the client record where we can enter a Credit Limit amount for that specific client. There should also be pop-up alerts when the receivable ...
  • Votes

    1

    Permissions to Unassign Work Orders

    Can you please set up a security permission for only certain users to have the ability to "Unassign Technician" from the dispatch board. Or even better- have the ability ...
  • Votes

    3

    Request for Proposal (RFP) Comparison

    We send out RFPs to vendors and get at least 3 quotes for each major material package. We compare prices before awarding a PO to a vendor. As an example: I would ...
  • Votes

    4

    Add a STATUS column to the 6-11-9 Project Hot List

    It would be nice to have a status column for each record in the project hot list. Right now we have to open each record to see the current status. Please add the ...
  • Votes

    3

    Show date for each day in 5-day View

    When viewing the dispatch board in 5-day view it shows the day of the week in each column, but not the date. It would be very helpful to add the date in that column ...
  • Votes

    3

    Defaults set for Purchase Orders should also apply to POs created from ...

    You can currently create defaults for purchase orders, but these defaults do not apply to a purchase order that you create from 11-2 work orders. Example: We set all ...
  • Votes

    1

    Make it easier to send Purchase Orders created from Requests For ...

    Please make it easier to send POs created from RFP by either leaving the PO window open after saving a new record (so that the one just created can be quickly recalled), ...
  • Votes

    13

    Add a window for a photo to the employee, parts, and equipment records

    It would be very helpful if there was a visible window on the Employee record, Parts record, and Equipment record that you could upload a photo of that specific ...
  • Votes

    2

    Please add Additional % withholding option to employee W-4 tab

    Employees are only allowed to add additional dollars to Federal and State tax withholdings. Please add an option to add an additional % of gross wages to both Federal ...
  • Votes

    3

    RVJE date updates for reversal

    When an RVJE is posted, the reversing side has the same date as the original posted side. This date should advance to the month of the reversal.
  • Votes

    1

    Depreciation Report at point in time (as of date)

    Please create a depreciation report which allows the user to select the as of date so reports can be provided at a specific point in time for audit purposes.