• Votes

    2

    ONE step warranty service invoice that pulls inventory and increases ...

    Would like to have a status of warranty that would pull parts from inventory and also post to a designated GL and Job.

  • Votes

    1

    takeoff descriptions to Proposal

    We provide lump sum Proposals to our clients despite using a breakdown for our estimated costs. Our Proposals have lengthy descriptions of the work we will complete by ...

  • 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

    1

    Select All or Deselect All in Exporting Purchase Orders

    When exporting purchase orders from a takeoff by task can you give the ability to select all or deselect all instead of having to go through and click every single little ...

  • Votes

    1

    Sales Tax on Purchase Orders with Cost Type of Subcontract

    When using purchase orders and exporting said purchase orders if a part in the takeoff is set up as cost type 4 subcontract why in the world does it still include sales ...

  • Votes

    3

    "About Sage 100 Contractors Window" convert to text

    When we have to enter our Customer ID and edition for "Live chat" it would be great if we could copy and paste it.

  • Votes

    2

    In 10-3, allow tasks to be Grouped and Hidden.

    In 10-3, allow tasks to be grouped and hidden so a task like "invoice" could be hidden (kept internal) but a pdf of the schedule could be shared with a customer.

  • Votes

    2

    SSO Forms-Allow Email to Customer To Complete

    It would be nice to be able to send a custom job or work order form for the customer to complete. This would be for a Customer Satisfaction Survey.

  • Votes

    2

    attachment name to outlook

    When emailing a .pdf directly from the paperclip the file name is blank. The file name should carry over to outlook. Sending a pdf with a blank file name makes the ...

  • 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

    2

    Create a report that shows cost vs billing for change orders.

    Sage has no way to track cost for change orders and no work around. How can this be?

  • Votes

    2

    BANK RECONCILIATION - BANK BALANCE

    Bank reconciliations should have the balance per bank statement option to balance your General Ledger to the bank balance. Also, it would be nice to have a cash account ...

  • 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

    1

    Approval/Submitted Date and Approver from SSO

    Daily Field Report should have fields to Show the Submitted and Approval Dates and Approver from SSO. Their is no way to track approved Field Reports.

  • Votes

    1

    5-2-2 Option to sort employees by last name, first name and ...

    When employees are added the employee number is automatically assigned. It would be helpful if entry could be incremented alphabetically by last name, first name rather ...

  • Votes

    2

    Alerts on demand

    It would be nice to be able to run alerts on demand with actual data instead of test data in addition to them running at a scheduled time.

  • Votes

    1

    Lookup Transactions Deposit/Interest Screen 1-2

    How come we cannot lookup transactions in the deposit screen like we can all the other screens? Can we please add the ability to lookup previous transactions?

  • Votes

    1

    5-5-1 Daily Payroll Entry Multiple "Crews"

    5-5-1 Daily Payroll Entry should give the option to enter time for various crews (templates) for the same day. Currently in 5-5-1 when you select "Monday" for instance, ...