• Votes

    5

    Require Work Order # for Certain Jobs

    Have an option in 3-5 that will require Work Order # for certain jobs when entering invoices in in 4-2. Or an option that would remind you to enter in the Work Order #. ...
  • Votes

    16

    Connect Credit Memo to Original Invoice

    In 4-2, if there is a credit, have a reference line that enables us to connect the credit memo to the original invoice. When we look at the original invoice, it should ...
  • Votes

    6

    Add "Phases" to grid in 4-3-1 Invoices to Pay

    If you can enter a phase into a vendor invoice (4-2), you need to be able to view them in the grid when you go to pay invoices (4-3-1). For certain jobs, we'll pay ...
  • Votes

    7

    Customize columns on checks / cheques

    Currently you can't customize the fields that are visible on the cheques; some clients want neither the description from AP nor the nob information to print. It should be ...
  • Votes

    11

    4-7-2 Credit Card Purchase Limit and Warning

    Please add the ability to enter the credit card limit and the ability to set a balance amount to warn when the credit limit near. This would be useful to the person ...
  • Votes

    15

    4-7-1 Credit Card Issuer Accounts Link to AP Vendor

    Please make it possible to link 4-7-1 credit card issuer with the 4-4 credit card vendor file. Or in lieu of that make it possible to see historical credit card ...
  • Votes

    8

    AP Invoice Default Description

    In Vendor setup (4-4) we can set up defaults for everything but AP invoices to auto populate the Description. Can a default for AP Invoices be added?
  • Votes

    5

    Add an additional editable Invoice # field to menu 4-6

    in menu 4-6, the system generates an inv# that starts with RP. we need a field for the actual invoice # to be entered
  • Votes

    5

    4-2 Main Grid adds

    Add Cost Code and Cost Type to the main window/grid because this pop up box is an extra step I really don't need. It leaves it open to errors as people can accidently ...
  • Votes

    1

    Write a joint check to Major Supplier and Small Diverse Business

    Please set up the ability to write a joint check to include a Major Supplier along with a Small Diverse Business that does not have its own PO or ability to hold an ...
  • Votes

    1

    6-6-1 - Receive invoice from the PO screen

    When I get an invoice in the mail with a purchase order number on it I have to look it up in 6-6-1 to verify it's correct. If it is correct I then have to close the ...
  • Votes

    6

    Entering Freight Charges Before Saving

    It would be very helpful and less inconvenient to be able to enter freight charges on the invoice before saving. Right now you have to save the invoice and then go back ...
  • Votes

    8

    From the account cell from the 4-2 invoice allow tab key to move to ...

    From the account cell from the 4-2 invoice allow tab key to move to discount field in invoice footer It would save a lot of time entering payable invoices with discounts
  • Votes

    4

    Aged accounts payable report that sorts by job, vendor total for each ...

    Please design a usable Aged A/P Report that sorts by JOB then Vendor JOB Current 30 60 90 Retention Total Job1 ...
  • Votes

    2

    3-10-1 Markup according to percentage and dollar amount

    The cost types in 10-3-1 are determined by percentage but we also need the option of a straight dollar amount markup.
  • Votes

    4

    Need more customer cost types available, only having 4 is limiting

    I currently have 7 subcontractors working at an hourly rate. Each of these subcontractors need to have markup added to their hourly rate. The way Sage is set up now I ...
  • Votes

    11

    When entering accounts payable invoices I would to see the system ...

    When entering an AP invoice the system should alert you that the vendor has an open PO or Subcontract so you do miss attaching the invoice to the PO or Subcontract. ...
  • Votes

    2

    Have a capability ot change temporarily vendor name when cutting the ...

    When cutting check we need a capability to enter different (DBA as ...) payable to "name" and address just for one time check cut if required. Vendor name is stays the ...
  • Votes

    2

    Vendor Account Defaults

    It would be nice in the vendor Invoice Default tab to have a second ledger posting account that could be used specifically for WIP. In other words, if WIP is checked on ...
  • Votes

    3

    In 4-4 AP under any vendor when selected the payment tab does not ...

    Every accountant or anybody paying the invoices would want to see transactions in the invoice payment history tab in order. It does not make sense to have half of 2017's ...