• Votes

    1

    2-9-21 Cash Flow Statement Export

    When exporting the Cash Flow into Excel, the formula for "net cash used by financing activities" is incorrect.

  • Votes

    2

    Company Financials

    It would be great if there was a place to save Company Financials for certain periods instead of having to create new reports every time for completed periods or save ...

  • Votes

    1

    Add "Equipment Costs" check box to 2-5-21 report so customers can view ...

    Report 2-5-21 Add "Equipment Costs" check box to report selection criteria, so customers can view equipment costs relative to a certain Equipment Expense account. This ...

  • Votes

    4

    Menu 2-6 Check Register. Add a report that lists checks by Payee. ...

    Menu 2-6 Check Register Report. Add a canned report that lists checks by Payee. This idea is submitted on behalf of Melissa Livorio of Pecora Flooring Inc (account # ...

  • Votes

    1

    Bank Feeds:

    When matching items Sage does not keep those items matched. The next day when I go back to match checks the ones I matched from the day before are all there again. ...

  • Votes

    1

    Bonding Report - Add Filter Criteria

    - add field "Actual Sales Price" from Job 3-5 to use as a filter (or create a filter field). I need to filter the bonding report for jobs with any activity in current ...

  • Votes

    6

    Dashboard printing options need to include word or excel option

    We would like to be able to print the dashboard on one page. At this time we are unable to do so as you can't edit it at all in the printer options. Allowing it to be ...

  • Votes

    11

    Remove Posting Periods!!

    No purpose for them aside from wasting time and adding room for error. That's what the dates are for. Or set the periods to automatically change based on the date ...

  • Votes

    6

    Modify the Income Statement Period and YTD (2-3-31) to show each month ...

    Currently if you run an IS Period and YTD (2-3-31) for multiple periods it combines the period range into one lump sum. Would like to be able to see each period ...

  • Votes

    16

    Bank Reconciliation

    Can we have the Account Current Balance changed to the GL balance at the date of the statement cut off date that is entered when starting the bank reconciliation? This ...

  • Votes

    10

    General Ledger report 2-4-21 with Subaccounts included

    Can you please add a General Ledger report that also includes the Subsidiary Ledger detail within the report. When reviewing the GL I have to pull both the 2-4-21 and the ...

  • Votes

    16

    Make drill down reports able to be sorted by Date, and exportable to ...

    Example, when I run the Balance sheet report and click into one of the accounts to see all the transactions, they are set to be sorted by Record# so the dates are not in ...

  • Votes

    15

    Client income vs expense for all jobs

    A report by client that shows all jobs with income vs expenses so that we can determine if it is a client that is profitable on a whole to work with or if they are a ...

  • Votes

    7

    Bank reconciliation report needs to show Outstanding Adjustments at ...

    The Outstanding Adjustments on the Bank Reconciliation report don't total at the bottom of the report along with O/S Deposits and O/S Checks. Since all journal entries ...

  • Votes

    8

    Retainage billed report

    We need a retainage billed report so we can keep track of which retainage was billed and its aging. Right now you can not tell if it was billed and how long ago it was ...

  • Votes

    7

    WHen running aging reports for AR and AP, list the invoice and due ...

    This report will reflect both critical dates when looking for detailed information in one report.

  • Votes

    2

    Keep desktop shortcuts with user upon Sage upgrades

    When we upgraded to 20.5 our desktop shortcuts disappeared. I had go back and recreate all of them for all my Project Managers, owners and myself. This seemed unnecessary

  • Votes

    1

    Ability to Average in Reports

    We've tried to create a number of reports that average data. As a work around, I've counted the number of items and calculated totals. Then, I export to EXCEL to ...

  • Votes

    13

    Automatic positive pay report to upload to financial institution

    Automatic system generated report for check registers which can be uploaded to company financial institution in required bank format.

  • Votes

    8

    Income Statement 12 Month Trend Actuals vs Budget

    There needs to be an Income Statement 12 Month Trend that compares each period's actual to budget and shows a variance.