• Votes

    100

    AR & AP Aging Reports need a column for retainage.

    Currently retainage is included in the Current/Retainage Column on their respective reports. CPA needs the breakdown. Best case scenario would be to have retainages ...
  • Votes

    41

    Complete overhaul of report writer

    I have worked in 10 different accounting software programs and this is by far the most difficult and unfriendly report writer. Please look at completely changing the ...
  • Votes

    33

    FINANCIAL STATEMENT REPORT MODIFICATION

    2-3-32 REPORT: WOULD LIKE TO TO COMPARE CURRENT YEAR/PERIOD TO PREVIOUS YEAR/PERIOD. RIGHT NOW IT ONLY COMPARES TO PREVIOUS YEAR. REPORT NOT HELPFUL IF WE CAN'T TELL ...
  • Votes

    32

    Check Book Register

    I would be nice to see all the checks written and be able to drill down into them without running reports.
  • Votes

    25

    Add "Select All" or "Unselect All" to reconciliation

    It would be very handy when reconciling to be able to have a button for "Select All" or "Unselect All" because with some banking or credit cards we have well over 200 ...
  • Votes

    24

    Job cost reports are not detailed enough

    I would like a job cost that would show each item I purchased for a job, qty, invoice number etc. My old program had a way more detailed job cost report and if I would ...
  • Votes

    22

    Automatic positive pay report to upload to financial institution

    Automatic system generated report for check registers which can be uploaded to company financial institution in required bank format.
  • Votes

    22

    Make drill down reports able to be sorted by Date, and exportable to ...

    Example, when I run the Balance sheet report and click into one of the accounts to see all the transactions, they are set to be sorted by Record# so the dates are not in ...
  • Votes

    21

    Create certified payroll reports in hml format

    California's new eCPR website will only allow me to type in each person's payroll, or to upload a file in HML format. When I print the certified payroll to Excel, it ...
  • Votes

    20

    Bank Reconciliation

    Can we have the Account Current Balance changed to the GL balance at the date of the statement cut off date that is entered when starting the bank reconciliation? This ...
  • Votes

    20

    401(k) reports

    Need some premade 401(k) reports instead of the cumbersome query searches. Looking for reports per payroll period as well as yearly summary reports.
  • Votes

    17

    Client income vs expense for all jobs

    A report by client that shows all jobs with income vs expenses so that we can determine if it is a client that is profitable on a whole to work with or if they are a ...
  • Votes

    16

    I am experiencing an insurance audit, and need date parameter reports.

    They want the payroll and Subcontractors information for a specific date parameter. Please add this feature to all of the Sage reports so that we can minimize the time ...
  • Votes

    14

    Retainage billed report

    We need a retainage billed report so we can keep track of which retainage was billed and its aging. Right now you can not tell if it was billed and how long ago it was ...
  • Votes

    14

    Creating Financial Statements

    There has to be a way to create financial statements in this software without having a degree in computer coding. The financial statements that are offered in this ...
  • Votes

    13

    Bank Reconcilation

    It would be nice to have a summary at the end with Total check and payments uncleared, Total Deposits & other credits uncleared. All uncleared transactions. American ...
  • 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 ...
  • Votes

    13

    Remove Posting Periods!!

    No purpose for them aside from wasting time and adding room for error. That's what the dates are for. Or set the periods to automatically change based on the date ...
  • Votes

    12

    Add common reports like "Income Statement by Quarter"

    A very common report for banking and reporting requirements is an INCOME STATEMENT BY QUARTER. This is not available in Sage, which is beyond comprehension to me. PLEASE ...
  • Votes

    12

    General Ledger report 2-4-21 with Subaccounts included

    Can you please add a General Ledger report that also includes the Subsidiary Ledger detail within the report. When reviewing the GL I have to pull both the 2-4-21 and the ...