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Votes
1
be able to enter check #'s that are alpha - not just numeric
I use EFT for an Electronic Funds Transfer as the check number. In order to do this, I have to enter an actual numerical value (instead of EFT) and then go to the 1-3 ...by: Mary Jane J. | 6 hours ago | Last activity 6 hours ago | Status changed 6 hours ago | Accounts Payable
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Votes
1
Move bank transfers from options to a visable button
New clients are not remembering to look under options to transfer funds between bank accounts. It needs to be a visible button, or separate menu or submenu. I've ...by: Charlene D. | 6 hours ago | Last activity 6 hours ago | Status changed 6 hours ago | General Ledger
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Votes
1
enter ending balance per bank stmt and let sage calculate difference ...
in the 1-5 Bank Reconciliation, I would like to be able to enter the balance per the bank statement and let Sage calculate the differenced as I check off the cleared ...by: Mary Jane J. | 6 hours ago | Last activity 6 hours ago | Status changed 6 hours ago | General Ledger
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Votes
1
1 click for charging CC Fee to Customers if they choose CC payment ...
Due to the rising CC processing costs we would like a 1 click option if a Work Order customer chooses to pay us with credit card. Currently we have to manually key in ...by: Will B. | 10 hours ago | Last activity 10 hours ago | Status changed 10 hours ago | Service Receivables
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Votes
1
User ID for partial service invoices should be the user who actually ...
Currently, when you create a partial invoice in the service receivables module, the user id for the partial invoice record is shown as the same user who created the ...by: Nate K. | 18 days ago | Last activity 18 days ago | Status changed 18 days ago | Service Receivables
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Votes
2
Add selection option for saving a record. Advance to the next record, ...
When creating a record such as a purchase order it often needs to be printed. However, the record needs to be saved before it can be printed, and when you do this the ...by: Jeff B. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Project Management
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Votes
2
Please add spell check to menu item 11-2 "Request for Information"
Please add spell check to 11-2. This is one of the modules in the program which would benefit the most from spell check.by: Jeff B. | about a month ago | Last activity 19 days ago | Status changed about a month ago | Project Management
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Votes
5
copy user defaults to other companies
With so many clients having more than one database, it would be great if we had to option to copy defaults from one company to another as well as any custom queries.by: Charlene D. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Utilities
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Votes
2
Minnesota Paid Family and Medical Leave
The PFML will be administered through MN unemployment, but some preparation will help for a smoother transition January 1, 2026. A link to a checklist from the State ...by: Lisa W. | about a month ago | Last activity 7 hours ago | Status changed about a month ago | Payroll
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Votes
3
Disable the ability to create an invoice in PAID status
We've run into a few instances where an invoice has been created and saved in PAID status. This seems to be a system bug as it does not trigger job cost info and there is ...by: Nate K. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Accounts Payable
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Votes
4
Using the PDF button or sending emails via Sage should embed fonts ...
Sage uses the Amyuni driver to create PDFs. Unfortunately, Sage isn't embedding fonts into the PDF. Therefore, those of us that use TTF non-standard fonts in our ...by: Todd S. | about a month ago | Last activity 29 days ago | Status changed about a month ago | Accounting Reports
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Votes
2
Give ability to delete phases, etc if costs to them are voided. Once ...
Once you enter any kind of costs on a phase you can not delete it. If a phase is entered incorrectly you can not remove it even if you remove all costs charged to the ...by: Shelly g. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Project Management
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Votes
2
Create User Defaults for Service Order Entry
It would be nice to have the ability for each user to have their own defaults for service order entry instead of the defaults set at the organizational level. It is great ...by: Kasie D. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Service Receivables
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Votes
2
CHANGE ORDER ENTRY VS RECORD NUMBER APPROVED VS OPEN
THE WAY SAGE HANDLES CHANGE ORDERS IS AWFUL HERE'S AN EXAMPLE I HAVE A LARGE JOB AND CHANGE ORDERS 1-7 APPROVED THEN I HAD TO GENERATE 8,9,10,11 I HAD THESE AS ...by: REGINA M. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Project Management
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Votes
2
Users should not be able to create a purchase order for a vendor when ...
In the vendor profile, you can define if a vendor needs to have a purchase order or a subcontract. If this setting says the vendor must have a subcontract, then you ...by: Nate K. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Project Management
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Votes
2
Pop up prompt prevents you from clicking icon
When you mouse over an icon, the pop up prompt is centered in the icon and prevents you from clicking the button. Please have the pop up show up off to the side.by: Chris B. | about a month ago | Last activity about a month ago | Status changed about a month ago | Other
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Votes
3
Vendor Numbering
It would be nice to allow Vendors (4-4) to be alpha/numeric to sort better.by: Tammy J. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Accounts Payable
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Votes
3
Accounts Receivable - Client Numbers
It would be nice to allow Receivable Clients (3-6) to be alpha/numeric to sort better.by: Tammy J. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Accounts Receivable
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Votes
3
Project Numbers
It would be nice to allow Jobs (3-5) to be alpha/numeric to sort better.by: Tammy J. | about a month ago | Last activity 26 days ago | Status changed about a month ago | Accounts Receivable
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Votes
2
Certified Payroll - Wage Decision and Date
There should be a "field" in each Job (3-5) to put in the "Wage Request number" and "Decision Date" to populate to the certified payroll automatically. It is time ...by: Tammy J. | about a month ago | Last activity about a month ago | Status changed about a month ago | Payroll
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