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Votes
8
3-2 Receivable Invoices / Credits
There is not enough characters allotted in the " * Description " field. Should have more room to type info on the same line.by: Lana S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Have a dedicated spot for the email address to the accounting dept. of ...
I have to share MB with other people who create the proposals/quotes. They almost always use a different email address than I do when I email the invoice if the client ...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
16
Average Days to Collect
We're always getting asked, "is this a good paying customer?", "are we being the bank for this customer?" We would need a report that tells us the average days it takes ...by: Roxanne M. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Accounts Receivable
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Votes
18
Invoices to pay refresh
When we are selecting invoices to pay and we notice a change that needs to be made, we are able to drill down and make allowable changes to the invoice but it would be ...by: Desiree F. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Client merge needs to preserve contact information
The new client merge functionality is great, but it needs to preserve contacts from both files the same way it preserves equipment and locations.by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Add a button to 3-5 jobs for the S/R invoices
11-2 invoices allow you to put a job on it, but there is nowhere to find S/R invoices by job. Seems like it should be simple to index the invoices by job.by: Evie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
project work center
when in project work center and looking at progress billing summary, there is not a column for stored material so if you see the previous billed , it is inaccurate , need ...by: Diane L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
That's great that you can now email a statement to a customer, but ...
It would be cool if we can email an invoice to a customer right from the 3-2 screen.by: Michelle S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
When creating a new AR invoice to a customer that the next available ...
I have duplicated invoice numbers to customers. I would like Sage 100 Contr. to know when a new invoice number is open to use.by: Michelle S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
We have some clients that require us to invoice them using there ...
Additionally, on the job cost side you could review the cost based upon cost codes or client billing codes.by: Michael S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Make the standard sort default by anything other than record #
In many reports or lists, the default is record # which is 99% useless. Either remove it, or move it to the bottom of the choices, and make job #, or vendor #, or ...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
5
Simplify Reduced Retainage
On many of our projects, at a certain point the owner will reduce retainage on AR and we in turn reduce retainage on AP. As it stands now, reducing retainage percent on ...by: James W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Billed for Change Orders- Status choice stays approved.
When billing Change Orders 3-7 or 3-2 or 6-4-1. A Status Choice needs to be added Billed. When billing Change Orders through 3-7. There is no report that recognizes the ...by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Create a deposit including AR cash receipts as well as other misc GL ...
We often get payments for AR invoices as well as items that we don't set up AR invoices for, like interest or rebates. We currently have to process two deposits with our ...by: Lindsay S. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
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Votes
13
I wish when a customer has a Credit that it would tell me when I'm ...
Like in Quick Books. It will tell you if that customer has a credit right from the invoice screen, then you can apply it right from there. I don't like how you apply ...by: Michelle S. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-5 Job Status
There should be a button on the bottom of the 3-5 screen [like change orders and payments] so you don't have to exit the 3-5 for the job status information you can get in ...by: Wendy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
3-4 Editable Statements
I understand we want the data in the statements to stay intact, however, when we use the combined statement I do not want the description from the 11-2 work order to ...by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Would like to have a way to "close" phases once they are completed so ...
If we did have this ability, we would not lose revenue when misc. items are charged against a phase that has technically been closed out and invoiced.by: Julie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
email with the outlook email link an attachment with a report in ONE ...
For example, email a 11-2 work order invoice with the attachment ie from sage service operations to outlook to send to client. Not all clients are set up in mb 3-6.by: Shawn E. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Finance Charges not viewable if Job Security is set up
If an employee is subject to Job Security, they are not able to see the finance charges that are calculated. When a client calls in to pay their bill and a user with job ...by: Jennifer L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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