• Votes

    1

    4-3-5 Remove the additional pop up message(s) when printing checks

    With the recent update, there is an additional pop-up message that is very annoying and pointless. Message reads: "The starting check number has defaulted from the ...

  • Votes

    3

    Default Checking # Pop-Up

    About two versions ago, a pop-up was added. When you're going to process a check (or anything that needs a check #), you put in your checking account # and a box will ...

  • Votes

    2

    Invoice Defaults should include Subaccount

    On the Invoice Defaults tab in 4-4 Vendors we can preset the Leger Account and several other codes (Cost code, Cost type, etc.). It would be extremely helpful if we were ...

  • Votes

    4

    Allow for batch entry of AP invoices.

    It would be very helpful if AP invoices could be batch entered on a grid. Current process is somewhat redundant and time consuming.

  • Votes

    2

    Period warning on EFT

    When generating an EFT Batch there is no warning about the date matching the Period. A user is able to create an EFT batch with a stale date. The batch is posted with the ...

  • Votes

    4

    Remove limitation requiring the use of Direct Expense or Work in ...

    For projects / jobs remove the limitation of only using direct expense or work in process accounts on job lines. Projects also include admin/sales/misc. costs that with ...

  • Votes

    1

    Allow blank lines on recurring payables

    It would be great to allow for blank lines on recurring payables. That way subaccounts that are only occasionally used be listed with the full group.

  • Votes

    2

    More alerts! New vendor created.

    Alert when a new vendor is created.

  • Votes

    9

    enter purchase order on credit card charge

    It would be GREAT to be able to enter an order # (or subcontract #) on the credit charge screen. It's a pain, and time consuming, to have to create them as an invoice ...

  • Votes

    2

    Allow Reference# field to be imported via API from Paperless to Sage ...

    When a credit invoice is received it can be linked to the original invoice using the Reference# field in 4-2. Paperless does not link this field allowing it to be used ...

  • Votes

    4

    Searching cost codes by job for AP invoices

    The following information comes from SAGE HELP. However after various testing, the cost code list by job does NOT include cost codes that have been added to the job via ...

  • Votes

    4

    1099-Misc options

    As a contractor I have many vendors who require 1099s but provide products, not service. They need a 1099-Misc, but to get the data to the correct form my only option ...

  • Votes

    1

    4.4 Monority Type - add more minority options or make it to where we ...

    Our state currently tracks the following; *Minority Owned (MBE) (Section 1.3.2 California Code) *Small Disadvantaged Business (SDB) *Women Owned Small Business (WOSB) ...

  • Votes

    1

    4-7-6 Multiple CC holders-Allow adding a line in the payment grid ...

    It would be helpful if within the 4-7-6 grid you allow adding a line. Sometimes the CC reconciliation is not completed, but upon viewing a statement, if in agreement ...

  • Votes

    2

    CANDIAN EDITION: Tax is not calculating correctly on Holdbacks

    Some provinces invoice items that are subject to taxes and not subject to tax on the same invoice. If an invoice also has holdback, the holdback invoice needs to ...

  • Votes

    2

    Allow more digits for EFT bank account (Canadian Edition)

    (Canadian Edition) Currently, you are only able to put a max of 11 digits for a bank account number. For an example, a vendor has an investment account with a credit ...

  • Votes

    3

    Pull job cost enteries by date

    We currently use 2-5-21 to pull job costs entered by date as we do weekly dashboards. It would be nice to be able to pull a job cost report by entry date.

  • Votes

    6

    Prevent ACH Vendors From Being Paid by Check

    We have started to pay vendors via ACH which is awesome, thanks!! We're finding that it's difficult to retrain our AP users to click the Pay By drop-down for ACH and then ...

  • Votes

    5

    Add main phone number on Vendor Profile

    Add a field for the main phone number for a vendor. For example, when you are on a PO or print a PO, we would like to put a phone number of the vendor on our form. ...

  • Votes

    1

    Make Minority Type Field Fully Customizable

    Please make the Minority Type in 4-4 Vendors customizable like the Tax District field is. We do a lot of HUD projects that have multiple minority categories.