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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 ...by: Stephan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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.by: Tanya T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
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: ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
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 ...by: Chris P. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Add ability to print AR deposit report, after saving
Right now the solution is to print two separate reports, for Service and ARby: Barbara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
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 ...by: Jennifer M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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.by: Eryn D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
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 ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
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.by: Megan R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
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 ...by: Kasie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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)by: Dennis O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 ...by: Jana B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
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 ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
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 ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
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 ...by: Allyson R. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
8
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 ...by: Pam S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
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" tabby: Karen F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
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 ...by: Steve J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 ...by: Steve J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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