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Votes
16
Average Days to Collect
We're always getting asked, "is this a good paying customer?", "are we being the bank for this customer?" We would need a report that tells us the average days it takes ...by: Roxanne M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Please create an AP/AR aging report on invoice date
Need aging by invoice date not periodby: Carey G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
bulk emailing for customer invoices
The ability to email all invoices entered for the day to customer emails all at onceby: jenny p. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Edit T&M Invoices before posting
We have times while creating T&M invoices where we want to apply discounts for items or add additional charges (min trip fee). There is no easy way to edit T&M invoices ...by: Nick A. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
History of invoices
When you view the history of an invoice it should show when it was emailedby: Audrey M. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Email feature is cumbersome with several steps for emailing invoices ...
Allow me to email reports and attachments in one step. Add email icon to invoice top tray near print button instead of going through print first. Allow me to email my ...by: Cristin P. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Track when 3-5 job status changes for reporting sake
We need to be able to print reports based on what the 3-5 Job status was at a given point of time in the past now that we have the new multi-year ledger feature in Sage ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Additional Fields & Customization Needed for AR:Job screen
Our company deals with several items that we need to have accessible on the Project Dates and Sales Information tab. We have over 18 items that we need to keep track of ...by: Jessica R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Scan attachment function in Cash Receipts
Allow scan attachment in Cash Receipts to be able to have copy of checkby: Timothy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Process payment without client invoice
Need to be able to post a payment to a customers account without an invoice be posted to their account.by: Jennifer T. | 10 months ago | Last activity 2 months ago | Status changed 10 months ago | Accounts Receivable
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Votes
14
email Overdue Receivable Reminders to clients
Please add the ability for the 3-1-9 report to automatically get emailed to the client's email address as listed in the statement email address field so it shares the ...by: Charlene D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
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Votes
14
In the receivable client window, create a flag in the top right tool ...
In the receivable client window, create a flag in the top right tool bar with the ability to click/highlight the flag for the purpose of flagging a client who fails to ...by: Michelle L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
reprint cash receipts
It would be helpful to have the option to reprint cash receipts, customers always seem to lose or misplace them.by: Tanya L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Progress billing (3-7) - lengthen description in grid to 50 characters
In the 3-7 progress billing, please lengthen the description in the grid to 50 characters long (there is room on the AIA form) as soon as possible. This would be much ...by: Babette H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Printing reports (i.e. receivable invoice) without having to save and ...
Can there be someway to make the receivable invoices printable without saving? Or if not can you set it up so that when you save the invoice doesn't close so that you do ...by: Laurel G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
I wish when a customer has a Credit that it would tell me when I'm ...
Like in Quick Books. It will tell you if that customer has a credit right from the invoice screen, then you can apply it right from there. I don't like how you apply ...by: Michelle S. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Accounts Receivable
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Votes
13
Add "Progress Bill" to the bottom buttons in 3-5
The buttons along the bottom of 3-5 seem to have everything except "Progress Billings". Can we add this? Thanks!by: Rhiannon T. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
13
A/R misc billing
We need somewhere to bill out items that are neither service or projects. Some examples: We bill out: Rent, administration services to other companies, we have also ...by: Michelle P. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
When printing Invoices and more than one page, add page 1 of, 2 of , ...
When an A/R invoice has more than 1 page, it needs to print "Page 1 of xx, and have the total on the second page. The customer sees page one with total and does not ...by: Don K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
3-7 Progress Billing Remove Income Account from Setup Screen
Move Income Account/Sub-Account to be a Line Item as it is in 3-2 Invoices. This allows different departments (Income Account/Sub-Account) to be entered on the same ...by: Cheryl W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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