• Votes

    1

    Add a feature that will give a one-click option to reverse a 3-7 or ...

    This will satisfy our CPA's requirement to not affect AR postings and reporting for previous GL periods but still allow us to adjust contract billings due to last-minute ...

  • Votes

    2

    print multiple invoices as individual PDF files per invoice and/or per ...

    First of all, let me be a name dropper and say David Clouse thinks this is a FABULOUS idea, and wonders why someone has not thought of it before. More and more customers ...

  • Votes

    1

    3-2-26 Report

    In the 3-2-26 Receivable Invoices, which is only for "paid" receivable invoices, to please show retention in the "total" field on the bottom of the invoice. Or in ...

  • Votes

    1

    Single Invoice - Stephen Garland

    This is a long shot, but we used Stephen Garland with ERP Consulting Pro out of Calgary to set up single invoicing through Crystal Reports in the spring of 2020 We have ...

  • Planned

    2

    Email statements - email settings don't save

    When emailing statements from 3-4, the statement variable box pops up. It has a check box to "save email settings as default." When clicking that box, it won't save any ...

  • Votes

    10

    AR Progress Billing Warning for Overbilling

    In the AR progress billing, the system should provide a warning if a line item is billed over 100%. Ideally, this would be a soft warning that would allow you to proceed ...

  • Votes

    2

    More emailed alerts! New Client is created

    Be able to set up alert to email a particular user when a new client is created.

  • Votes

    4

    Combined AR/SR call sheet that is modifiable

    Many clients like to use the aged call sheet reports in AR and SR because it contains the contact name, phone, email etc. And I generally add the ability to include the ...

  • Votes

    1

    Why can't I pull up a report with all open or partially billed ...

    I progress bill but sometimes it takes a while until we complete the work. I would like to be able to pull up a report showing me all open proposals and change orders. ...

  • Votes

    2

    I would like to add another billing status in job costing

    In job costing there are 3 billing statuses,I would like to be able to add my own status name for invoices that are not being billed. I understand that I can save in ...

  • Votes

    1

    Separate GST and PST when posting holdback billing

    When billing for holdback in Sage, you are unable to separate the line items for PST and GST. It shows it all under one single line item.

  • Votes

    1

    Florida sales tax

    Need Florida Sates tax on AR and SR invoices to compute on the invoice total minus terms discount amount. This will conform with Florida state regulations. This product ...

  • Votes

    4

    Option for markup % on progress billings

    I would like the option to add a markup % or flat markup amount to my line items in progress billing.

  • Votes

    1

    Access Tax code from AR Invoice Details (Canadian Edition)

    AR invoices need to have the ability to select a tax code for each detail line like AP invoices. Currently all AR invoices get their tax selection from the Province ...

  • Votes

    2

    Add order # to available columns in 3-6 (Receivable Clients) Service ...

    It would be nice to have a column that lists the order# in the service invoice window. That way you know which invoices are generated from a quote.

  • Votes

    3

    Allow entry of negative retention on menu 3-2 Accounts Receivable ...

    This product enhancement request is forwarded on behalf of Company: CECO INC. Client ID: 4000246971 Please contact the following for a business case for this request: ...

  • Votes

    2

    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

    5

    Add ability to print AR deposit report, after saving

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

  • Votes

    7

    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.