• Votes

    2

    AR report 3-1-3-26 is sorted by job, would like the AP 4-1-3-26 sorted ...

    Currently the 4-1-3-26 report sort has job/vendor, would like the report to have the same option as the AR report 3-1-3-26 of JOB ONLY
  • Votes

    2

    Discount by Cost Type

    In service receivables it would be nice to apply a discount to items based on the cost type based on the customer.
  • Votes

    2

    I would like to see description included in the labour cost report

    This info can be pulled from payroll 5-2-2
  • Votes

    2

    Data input option for payroll

    A data input option for payroll records would benefit anyone running payroll. This option would allow for someone who is not at their work computer or without internet ...
  • Votes

    2

    embed the employee emails in the nacha direct deposit files

    When emailing file to the bank, the bank gives the option to notify recipient of deposit. However the direct deposit file doesn't embed the emails in the nacha file to ...
  • Votes

    2

    Allow 9-5 Estimating Screen to specify a Margin per line item

    Allow 9-5 Estimating Screen to specify a Margin per line item (which would auto-calculate the Profit Rate/Markup on that line). You could choose item by item whether to ...
  • Votes

    2

    Add Copy All Button to General Ledger Budget

    When entering monthly budget dollars for a given G/L account, add a "Copy All" button which distributes amount placed in first month to ALL months.
  • Votes

    2

    Type Ahead

    Fields in most form would benefit from type ahead technology. As an example in 3-5 Jobs for the Client field if you type the Client number or a few characters and tab ...
  • Votes

    2

    Allow more significant digits in vacation accrual.

    The vacation accrual rate field in 5-2-1 Compensation tab allows for five decimal places, which is great. But all the other vacation fields are only two decimal places, ...
  • Votes

    2

    The ability to email all vendors in a job that have a PO or ...

    This would be useful when you need to notify all vendors of a change; schedule, selections, meetings.
  • Votes

    2

    Place external link to file outside of Sage

    Would be great to be able to place short-cuts to external documents like Liberty Reports on the process maps pages. Or even a shortcut to open Procore. This would also ...
  • Votes

    2

    Employee phone number in Work Order

    Please add the employee phone number from the payroll table into the drop down list of installers on a work order in the dispatch tab. This helps us to be able to have ...
  • Votes

    2

    Process Progress Notification in Database Adminstration Tool

    It would be great if the Database Administration Tool could provide some sort of progress updates. Right now when I use it to create a backup, I just get a spinning ...
  • Votes

    2

    Allow Check Register to pull by Record #

    Allow the check register to pull by record # and AP Batch #. Would be very helpful rather than everything on the report for the month, or everything for that day.
  • Votes

    2

    AP Header Adjustment Needed

    Move invoice date information under invoice #. This would streamline the entering process. Also have Batch # at the top. At the bottom is cumbersome to have to go to ...
  • Votes

    2

    Minority Report Job categories

    We discovered that the Minority Report 5-1-6-41 (OFCCP Utilization Report) uses the employees position for ALL job categories if there are ANY hours that are missing a ...
  • Votes

    2

    Entering Temp Labor/PEO hours for T&M billing at flat hourly rate

    We have in-house employees that we run through our payroll on Sage. We also use temp labor and have other employees that are run through a PEO (professional employment ...
  • Votes

    2

    Option for Default Tax Districts on PO's when using Service Workorders

    Using 11-2 Service Work orders when you choose to create a PO it automatically populates the Tax District with the customers Tax District. You should be able to choose a ...
  • Votes

    2

    Unit Price Subcontracts

    Enter subcontracts based on unit price and not lump sum only. Unitary proposals and unitary billing are already options why wouldn't unitary subcontracts be? If the ...
  • Votes

    2

    User Defined Fields in 9-5 - Setup as Date BUT sort as if they are ...

    In the 9-5 Screen, we have User Defined Fields that are Date fields. However, when we run a report pulling those fields, they are not sorting in full date order. They ...