• Votes

    1

    Dashboard Cash Position "Receivables" line item is not computing ...

    The issue we are having is that under "Cash Position" and "Receivables" line item value, the calculation is not factoring HoldBack receivables!! (as one example) ...
  • Votes

    6

    Update Search Criteria to show "Today's Date" for scheduled reports

    We don't want to have to go in and manually update scheduled reports to send at the day's current date. There needs to be a search criteria field that states Current ...
  • Votes

    4

    Allow Correspondence for Work Orders

    Allow Work Orders to be allocated to the Correspondence screen. Sometimes we get old, outstanding work orders, and someone in the company followed up. It's nice to be ...
  • Votes

    10

    Make All Buttons At the Bottom of Screens Customizeable

    There are many product improvement suggestions that relate to either adding or modifying the results of buttons on various screens. Since there is such variability in ...
  • Votes

    6

    In 13-3 Report Writer, you may want to add option to change the size ...

    It would help if you can add the option to change the report size from a letter to legal to add more columns/fields for 9-5 Takeoff Report.
  • Votes

    11

    Custom Reports/Forms Portal

    Create a Custom Reports Portal website where users can upload, categorize, and describe the custom reports/forms they’ve made. Other users could then search reports and ...
  • Votes

    7

    F5 to Refresh Queries

    Just like how the F5 to refresh command was brought to reports, it should also be brought to queries.
  • Votes

    6

    Cost to Complete - ability to enter negative amounts

    When entering amounts in the Cost to Complete module, we may have allowance items that have exceeded the budget at a given point in time. We will never show a loss for an ...
  • Votes

    19

    3-7-21 Progress Billing

    Add "word wrap" functionality to the Description fields of the menu 3-7-21 Progress Billing reports. The addition of this feature will enable all of the text that is ...
  • Votes

    3

    fix 6-1-4-81, it does not accrately report actual hours if the item ...

    6-1-4-81, job hours summary actual/budget only reports actual hours for item that are in the budget, if there is no budget item and there are hours posted against it the ...
  • Votes

    27

    Allow customization of 5-1-8-81 for companies that use PTO rather than ...

    In 13-3 Report Writer, the Display System Reports option should allow selecting 05010881 for customization (namely changing from "Sick" to "PTO" for the title and ...
  • Votes

    3

    Add Reports as a "Button" on Various Screens

    For example, in the 3-5 window, there are already several buttons along the bottom of the screen. It would be nice to have a few additional buttons that could be assigned ...
  • Votes

    5

    Fix Outlook Email Option; Insert fields into Email from Outlook

    I originally requested the ability to allow for invoice defaults for emails/messages in Sage, however I feel like this hasn't been implemented as I've requested. My ...
  • Votes

    4

    Subcontract Audit Report 6-7-4-41 should be able to be sorted by ...

    When reviewing multiple jobs to ensure subcontracts are closed you cannot group the subcontracts per job, leading to flipping through numerous pages of the report to ...
  • Votes

    2

    Change Order budget - Add job number to sbcgln table to build ...

    When looking at the information behind the Job Cost Summary report, it is 3 separate subreports combined into 1 report, which is why it is not able to be customized. ...
  • Votes

    1

    In the F7 Window, Allow Defaults Related to the Current Field

    For example, most fields have the "NEXT" option available, which will issue the next number. But say in a query window, I would like to be able to have the query ...
  • Votes

    5

    Full access to data for reporting

    Access to all fields for reporting. An example would be the tmplte table. Excluding the _idnum field, there are six columns in this table. Only 2 are available for ...
  • Votes

    9

    Allow Different Page Orientations in Report Forms

    Often times there are reports where one side of the page is landscape, then the next page is portrait, etc. It would be nice to be able to make a report that can have the ...
  • Votes

    4

    Import PDF pages to Report Forms

    There are often many reports that customers/stakeholders want us to fill out where all of the information is already in Sage, but it has to be "their" form. What would be ...
  • Votes

    7

    And security rights to Modify Report Button and reports

    Anyone can modify reports in the system including people who don't know what they are doing. Reports get changed and don't work properly because the changes were not done ...