• Votes

    1

    Since upgrade to version 21 my closed jobs will not fall off the ...

    Since the upgrade to version 21 my closed jobs will not fall off report 3-1-1-21 job status 6 when I close my fiscal year end and archive. I am going on 6 pages now. ...
  • Votes

    3

    The "reconcile" feature in the 6-3 options menu has been removed. I ...

    The "reconcile" feature in the 6-3 options menu has been removed. I was told by the chat line that it has been replaced by report 6-3-41 but that report does not identify ...
  • Votes

    6

    Departmental Income Statement - Previous Year Comparison

    We need the ability to view comparable data current year vs previous year by department.
  • 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

    3

    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

    5

    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

    4

    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

    2

    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

    7

    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

    13

    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

    7

    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

    20

    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

    12

    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

    22

    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

    17

    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

    14

    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

    8

    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