• Votes

    3

    Create monthly/quarterly job budgets

    We really need to be able to run job cost reports on a monthly/quarterly basis therefore need functionality to enter monthly job budgets. This seems to be quite basic ...
  • Votes

    3

    Have a user defined field, link to a field that currently is existent ...

    For example: I want to change user def field 2 in module 3-2 and I want that to show the payment posted date of the payment posted against the invoice.
  • Votes

    3

    Search Job information tool.

    Looking for a tool in screen that would enable us to search job information and provide statistics in a wide varity of ways for things like cost codes, hours, dollars. ...
  • Votes

    3

    Job costing Commission for Salaried employees

    I have a salaried employee who also receives commission for jobs sold. I want to be be able to job cost that commission (+ burdens) directly to the job without having to ...
  • Votes

    2

    Option to move attachments to a new folder on the server outside the ...

    It would be nice to have the option to store attachments outside the company folder on the same server so that the regular backup doesn't include attachments. If the ...
  • Votes

    2

    Set Retention at Vendor Level

    I would like the ability to set a retention rate at the vendor level so there can be different retention rates for different types of vendors. We have some vendors that ...
  • Votes

    2

    Payroll Advance need to be shown on the employee's window.

    There is not a easy way to reconcile the payroll advances. It would be easier if the balance could be displayed on the employee's window just as they do for account ...
  • Votes

    2

    Users should not be able to create a purchase order for a vendor when ...

    In the vendor profile, you can define if a vendor needs to have a purchase order or a subcontract. If this setting says the vendor must have a subcontract, then you ...
  • Votes

    2

    CHANGE ORDER ENTRY VS RECORD NUMBER APPROVED VS OPEN

    THE WAY SAGE HANDLES CHANGE ORDERS IS AWFUL HERE'S AN EXAMPLE I HAVE A LARGE JOB AND CHANGE ORDERS 1-7 APPROVED THEN I HAD TO GENERATE 8,9,10,11 I HAD THESE AS ...
  • Votes

    2

    Create User Defaults for Service Order Entry

    It would be nice to have the ability for each user to have their own defaults for service order entry instead of the defaults set at the organizational level. It is great ...
  • Votes

    2

    Give ability to delete phases, etc if costs to them are voided. Once ...

    Once you enter any kind of costs on a phase you can not delete it. If a phase is entered incorrectly you can not remove it even if you remove all costs charged to the ...
  • Votes

    2

    Add selection option for saving a record. Advance to the next record, ...

    When creating a record such as a purchase order it often needs to be printed. However, the record needs to be saved before it can be printed, and when you do this the ...
  • Votes

    2

    Pay an A/P invoice with an A/R invoice.

    Similar to how transferring money between bank accounts in 1-1 works buy debiting one account and crediting another while creating offset transactions to a clearing ...
  • Votes

    2

    Certified Payroll - Wage Decision and Date

    There should be a "field" in each Job (3-5) to put in the "Wage Request number" and "Decision Date" to populate to the certified payroll automatically. It is time ...
  • Votes

    2

    Pop up prompt prevents you from clicking icon

    When you mouse over an icon, the pop up prompt is centered in the icon and prevents you from clicking the button. Please have the pop up show up off to the side.
  • Votes

    2

    Schedule reports for CURRENT Jobs

    I want to send job cost reports tor current jobs to project managers weekly. I have to constantly add and delete the job costs reports in the schedule reports..It would ...
  • Votes

    2

    It would be helpful if you could assign a Worker's comp code to a ...

    It would be helpful if you could assign a Worker's comp code to a job. There is a place to assign a comp code to an employee but if you could have the choice of job or ...
  • Votes

    2

    3-7 Progress Billing Alert

    It would be nice to have an in-program alert when the % Completed column is greater than 100 in 3-7 Progress Billing
  • Votes

    2

    Paygroup Sort

    Would like to be able to sort by all columns, not just paygroup #. We used to be able to.
  • Votes

    2

    Shortcut Organization

    Can you please make the box that can be used to group shortcuts available in bold and darker colors, its barely visible depending on the background color of the company. ...