-
Votes
3
Allow Users to Close AR/AP/GL independently
Allow users to close the month for AR, AP & GL seperately. Usually, you complete all AR billings within a couple of days after the last day of the month so you want to ...by: Mary Ellen B. | 3 months ago | Last activity 2 months ago | Status changed 3 months ago | Utilities
-
Votes
3
Would be helpful if 'Equipment Number' could start with a '0' and ...
Some of our equipment numbers begin with a zero. It would be nice if they could be entered this way in Sage. Also - we have equipment with attachments and a hyphen ...by: Lynne M. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Equipment Management
-
Votes
3
In the Purchase orders you cant copy, delete and paste in the created ...
This was feature we had before the last update and it creates more work and steps the new way. It takes away from the flow your Po's used to have and leaves room for ...by: Lori S. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Project Management
-
Votes
3
EQUIPMENT MANAGEMENT EMPLOYEE FIELD NEEDED
8-3 Equipment / General Information Tab should include a searchable Employee drop down list field in order to enter WHO the vehicle is assigned to. Since this has ...by: K. K. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Equipment Management
-
Votes
3
T&M Computing
It would be a great idea to have a date range when computing the T&M invoices. Sometimes we have a customer that is billed a contract price and don't need to compute ...by: peshe p. | 5 months ago | Last activity 4 months ago | Status changed 5 months ago | Accounts Receivable
-
Votes
3
Add Job Status of "2" to Update tab
When using the Update tab in 3-5, add status "2-Refused" so that we can update the jobs that are still in the bid status.by: Charles S. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Tax features in AR and AP
Some of the more robust tax features in Accounts Receivable such as the cost type selection for Tax Entities are limited to some billing types such as T&M but do not work ...by: Tim M. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Canadian Payroll - Ability to create, save and upload ROE electronic ...
I am a new user of Sage 100 Contractor and would prefer to manage my ROE's with Service Canada and not rely on a 3rd party.by: Diane S. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Payroll
-
Votes
3
Canadian ROE - bulk upload
Same as Sage 50 - it created a file with all the information I needed and would upload directly to the CRA website. Aatrix does not fill in as much and makes it a much ...by: Bianca B. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Payroll
-
Votes
3
Block holidays when scheduling
Can you prevent scheduling a technician on a holiday when in 11-2? Perhaps use the company calendar.by: Rick S. | 7 months ago | Last activity 4 months ago | Status changed 7 months ago | Scheduling
-
Votes
3
Post ACH payments to bank as batch
When I create ACH payments with my bank, I am able to do it in a batch. I would like the option for Sage to post ACH payments in batch form so that it will make my bank ...by: Richie W. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Payable
-
Votes
3
Insurance report
I would like to have an insurance report that does not include inactive vendors. I have tried to create my own, but Sage does not allow the option to remove the inactive ...by: Juanita C. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Payable
-
Votes
3
Notes in Note Pad on Change Order transfer to Invoice
When creating an Invoice from 6-4-1 Change Order Screen the field notes transfer but the notes in the Note Pad do not transfer. We are having to copy and paste the notes ...by: Cheri W. | 7 months ago | Last activity 5 months ago | Status changed 7 months ago | Project Management
-
Votes
3
5-2-1 Termination Date
Can this box be auto filled to match the Hire History section? The issue we are having is when we pull any type of hire date/term date report the reports generate from ...by: Eryn D. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Payroll
-
Votes
3
Add Track Detailed Invoices/Payment History to Vendors/Purchasing 4-4 ...
When looking at the open and/or paid invoices tab for a particular vendor it would be very helpful to be able to search by invoice date, invoice number, amount...in other ...by: April C. | 7 months ago | Last activity 6 months ago | Status changed 7 months ago | Accounts Payable
-
Votes
3
Credit card "match credit card transactions" bank feed needs "card ...
We LOVE the new credit card feed add!!! It would be more helpful if we could identify by card holder, who the unmatched transactions stem from to easily research and find ...by: Shawn E. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Payable
-
Votes
3
Simple Time Entry - Add a 3rd level of review/approval
Currently there are two levels of approval in Simple Time Entry (5-6). They are (1) Review Time (5-6-3) and Approve Time (5-6-4). There should be a third level (actually ...by: Tom L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Payroll
-
Votes
3
Populate the 3-6 Receivable Client equipment tab with serialized parts ...
When a serialized part is pulled from inventory and allocated to a job that has a client, it would auto fill the 3-6 client's equipment tab with serialized parts, instead ...by: Aaron C. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Accounts Receivable
-
Votes
3
Daily Payroll entry - auto-populate Pay Rate
I see that you recently added a feature that auto-populates pay rate when pay rate is hidden due to security settings. We would like this to be available even when Pay ...by: Sabrina K. | 8 months ago | Last activity 6 months ago | Status changed 8 months ago | Payroll
-
Votes
3
combine budget phases
We really want and need the phases to be combined in the budget like it is available to be combined by checking a box in the progress billing. We create our estimates ...by: Monica K. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Project Management
By Category
All Categories- Accounting Reports (121)
- Accounts Payable (487)
- Accounts Receivable (449)
- Equipment Management (41)
- Estimating (117)
- General Ledger (129)
- Inventory (57)
- Other (269)
- Payroll (695)
- Project Management (375)
- Review and Reporting (147)
- Scheduling (48)
- Service Receivables (167)
- Utilities (92)
