• Votes

    1

    Print Statement that are not emailed

    We can email all AR statements that have an email entered in the "Statement Email" field in 3-6 (Under "Other address" tab). There is no way to print the statements ...

  • Votes

    2

    Add ability to print AR deposit report, after saving

    Right now the solution is to print two separate reports, for Service and AR

  • Votes

    3

    Job Numbering

    It would be nice when entering Jobs if Sage would prefill the number instead of manually entering it and trying to remember which one you used for the previous record ...

  • Votes

    3

    Service Quotes in Job Screen

    It would be nice to see a "Service Quotes" tab at bottom of the Job (3-5) screen just like you did for the Client (3-6) screen.

  • Votes

    2

    Cash receipts window change

    Many clients are now using both SR and AR for invoicing so there really isn't a need to have them be on two separate tabs. Could you merge them to one tab and offer ...

  • Votes

    1

    DO NOT ALLOW DEPOSIT# IN 3-3-1 TO DUPLICATE

    IN 3-3-1 THE DEPOSIT# FIELD TRACKS BACK TO THE TRANSACTION# IN 1-3. THIS NUMBER IS ALLOWED TO DUPLICATE. MAKE IT SO THIS NUMBER CAN NOT DUPLICATE.

  • Votes

    1

    CANADIAN EDITION: 3-7 Invoice amount does not match HST Taxable ...

    If the Holdback rate is changed and calculated on the current 3-7 Progress Billing application, the Invoice Total amount will not match the HST Taxable amount because ...

  • Votes

    1

    Option to Not Print Credit Statements

    There is an option on A/R statements to "Skip Statements with No Due $", but that does not work for statements that have a credit balance.There are time we do not need to ...

  • Votes

    3

    3-6 Receivable Clients - Sales Tax Exempt# field is too small

    Field length does not accomodate sales tax exemption numbers beyond 15; increase from 15 to 20 characters (minimum)

  • Votes

    1

    make a stop compute error notice for employees not in T&M billing ...

    There is currently no stop default if an employee is to pass thru the compute T&M Invoice (3-10-2) setup without an actual setup on a T&M billing in( 3-10-1.) The ...

  • Votes

    3

    email Overdue Receivable Reminders to clients

    Please add the ability for the 3-1-9 report to automatically get emailed to the client's email address as listed in the statement email address field so it shares the ...

  • Votes

    1

    Include Proposal Line item notes when importing to Progress Billing

    Please offer the option to include line item notes when importing the Proposal to the Progress Billing window. I can see that the notes import form the budget, but those ...

  • Votes

    3

    Delete progress billing after it has been submitted

    If a progress billing is made by mistake or with the wrong job is selected and then submitted that progress billing just sits in that limbo land forever. I would like a ...

  • Votes

    6

    Combined AR/SR aging reports; add selection criteria for due date

    Add selection criteria for Due Date to the Combined AR/SR Aging reports; OR create new versions that can be printed with a selection to only show invoices of a certain ...

  • Votes

    2

    Job Setup - Estimated Finish Date

    We are remodelers and do not have a closing date. It would be great to have a filed with the Estimated Finish Date in "Project Date and Sales Information" tab

  • Votes

    1

    Emailing Purchase orders would like the Option to CC

    Right now when SMTP emailing purchase orders, all people you email it to are (BCC) blind carbon copied. Can you not created a Carbon copy option? So everyone see's who ...

  • Votes

    1

    Emailing a purchase order to Multiple vendors, Not just the vendor ...

    Using SMTP, not outlook. We have field guys that are paid as a vendor and would like them to have a copy of the purchase order. Under "select contacts for Immediate ...

  • Votes

    4

    Client locations table; add more fields, a contact table, or the ...

    Client location table is too small. We need to be able to add multiple contacts to each location, not just the client. Please add a contact table for locations, or the ...

  • Votes

    1

    accounts receivable history

    If you pull up a customer, give you detail of prior contracts for prior years without having to know the year.

  • Votes

    2

    Job Directory / Project Directory - Vendors (4-4) and Job 3-5)

    We are a General Contractor. We've seen other posts. There is no current way to create a decent and meaningful project directory. Issue: All the Contacts for Vendor or ...