• Votes

    1

    In regards to the report 4-3-8-21 that is automatically emailed to ...

    In regards to the report 4-3-8-21 that is automatically emailed to Vendors when you pay via ACH. Please remove the CUSTOMER NAMES from this report. Customer names are ...
  • Votes

    3

    Make Client Short Name the DEFAULT for 4-2 AP Invoice Vendor field

    Often times Vendor names begin with the city name, so only the first one in the list populates or we have to go in every time/multiple x per day to select the correct ...
  • Votes

    2

    In 4-7-3 we need to be able to scroll backward as in 6-3 Job Costs. ...

    In Job Costs (6-3) we can scroll forward and backward. Some of the fields in Job Costs (6-3) are editable even after being saved such as cost codes and cost types. It ...
  • Votes

    4

    Update embedded browser for bank feeds

    Still having this issue to connect to CHASE BANK for credit cards KB article Solution ID: 221924660118781 is from March 2023 Error: "You need to update your browser" ...
  • Votes

    6

    In 4-2 AP Invoices - allow changes when entering a PO number

    When entering AP invoices and there is a Purchase Order, allow changes in the grid such as increase in PO amount and/or the description. There is a warning saying PO ...
  • Votes

    2

    Positive Pay Still a Problem

    While I appreciate the efforts to make the positive pay export easier to use in the recent updates, there is still proceeding spaces in the date field and payee field ...
  • Votes

    2

    Payables Discount - "Past" Button Copies first value

    When selecting invoices to pay in 4-3-1, if the discount has past, you have to click the "Past" button on each individual line. If you try to highlight several, it will ...
  • Votes

    3

    added credit card charges do not appear v25.1330

    When using the add transaction button in 4-7-5 reconcile credit cards, the refresh icon is not updating the screen to show the items I added. It also happened on another ...
  • Votes

    3

    Accounts Payable - Limit Vendor Access

    We need different tiers or different access levels for users that need to view the vendor list in accounts payable. We have users that we would prefer not see some of the ...
  • Votes

    10

    4-3-1 Select invoices to pay-ADD A DROPDOWN FOR VENDORS!

    Please add a dropdown menu to find vendors in 4-3-1 Select invoices to pay!!!
  • Votes

    3

    Keep lien waiver history in Sage

    Allow lookup (and reprint if necessary) of subcontractor lien waivers. Currently need to have a separate accounting sheet to track lien waivers, such as when they are ...
  • Votes

    10

    Jobs with closed status; different color

    When the warning for jobs with CLOSED status comes up, it would be great if the verbage or the warning box were a different color because Sage lets you post to CLOSED ...
  • Votes

    6

    4-7-7 ability to save without posting

    There is a need to save without posting in 4-7-7 If you import 500 credit card transactions, under the current setup, you have to complete all the additional coding ...
  • Votes

    10

    Enable editing of credit card account # without having to void record ...

    I discovered a credit card receipt posted to the wrong credit card subaccount. I voided the payment, then tried to void the AP Invoice when I received this message: ...
  • Votes

    6

    Print Waivers for jobs on Job Costing Screen

    It would be great if we could have an option to print waivers using the jobs on the Job Costing Screen not just from the Job on the 4-2 screen. I have some trades that ...
  • Votes

    16

    Vendors - Invoice Payments screen, list the job number next to the ...

    Currently, we have to go between the Paid Invoices screen and the Invoice Payments screen to verify the jobs/invoices are paid on a specific check. If the Invoice ...
  • Votes

    2

    Service Order # field to 4-1 Payable Invoices

    I am able to post payroll to a service order but not AP. Please add that to the 4-1 screen. We use JOB#'s for our commercial large projects and service orders for our ...
  • Votes

    8

    Change location of period selection button

    It would be helpful if the period selection button was right next to the transaction date entry field.
  • Votes

    3

    Enter Accounts Payable Invoices in Sage in the Review status without ...

    Enter Accounts Payable Invoices in Sage in the Review status without job costing or posting the entry. We can track the invoices while waiting for approval from the ...
  • Votes

    1

    For 1099 misc form please make the box 6 available for medical ...

    The box #6 for medical payments is not populating.