• Votes

    3

    multiple departments on one invoice

    We have multiple departments that work on the same job. It would be ideal to be able to separate and invoice into multiple departments for cost tracking and income ...

  • Votes

    4

    Payroll YTD totals report

    5-1-2 41 Payroll Check Register totals page, by employee. Current year or prior year totals for all deductions.

  • Votes

    3

    save view for previous recs

    We would like the ability to save the lookup window's view to be organized by account rather than by month.

  • Votes

    3

    T&M Journal by Cost Code AND by Cost Type

    Would like to see billed costs by Cost Code AND by Cost Type in the T&M Journal, and/or be able to drill down the T&M Summary to see how a Cost Code total breaks out into ...

  • Votes

    4

    3-7 Progress Billing No balance records need deleting feature

    Don't allow for a new record to be created if there is "0" balance. Or, allow for the new record to be deleted. I have several records in Open with no balance to bill.

  • Votes

    2

    Ability to mark costs Not Billable when entering Payable ...

    It would be great to be able to mark costs as Not Billable on the screens where the costs are entered - like Payable Invoice/Credits, Credit Card Receipts, and Payroll ...

  • Votes

    2

    Ability to send/process alerts in real time

    Would love alerts to be sent out as they happen instead of at the scheduled time or the next day. Would be able to catch mistakes as they happen and would be able to ...

  • Votes

    4

    A/P Invoice Program Warning - Vendor has open POs

    Would like a program warning in 4-2: AP Invoices that when you are entering in an invoice to a vendor, for a particular job, that it alerts the user that there are open ...

  • Votes

    4

    7-6 Alerts Manager: Make processing alert query times alert specific

    Would love to be able to process different alerts at different times instead of having to choose all of the alerts to be processed at one single time. (i.e. I want to ...

  • Votes

    1

    Credit card "match credit card transactions" bank feed needs "card ...

    We LOVE the new credit card feed add!!! It would be more helpful if we could identify by card holder, who the unmatched transactions stem from to easily research and find ...

  • Votes

    5

    COI Compliance Tracking/Management

    A more robust and easier to use COI Compliance Tracking/Management feature for Vendors and Subcontractors would be amazing!

  • Votes

    3

    Ability to Enter Multiple Contracts/POs to a Job + Multiple Clients

    Sometimes we get multiple contracts or POs per job and sometimes they are through different clients too. Would be nice to be able to not have to keep track of that stuff ...

  • Votes

    1

    tracking line of credit advance in AP

    Article 230609171933050 (how to track line of credit) is somewhat helpful, but when you enter the Vendor (institution where the advance came from), that debt does not ...

  • Votes

    1

    Freeze Grid Column

    I am in Jobs and when running a query I have added many fields which makes many columns. I want to freeze the first column so I can see all the way across what job my ...

  • Votes

    2

    Be able to pull CASH bases report and not just ACCRUAL

    SAGE only pulls Accrual report and not Cash based. Many corporation's are cash based and its a hassle to do the conversion outside of SAGE every quoter plus it leaves ...

  • Votes

    1

    AR history report are not correct

    I printed an AR report # 26 & 56 choosing the month of December for my accountant on 01/15/24 then made my first deposit of the year on 01/16/24. My accountant happen to ...

  • Votes

    2

    Payroll Calculations default rate and Employees 5-2-1

    In Washington State, we need to have 5 digits in the default rate instead of the 4 digits we now have. This is for Paid Family Medical Leave and for the WA Cares ...

  • Votes

    2

    I require more options for payroll than just regular, overtime and ...

    For example we need a night shift rate and we need to show that on the paystub.

  • Votes

    1

    Job Statement Reports should include all outstanding holdback, just ...

    The current job statement report doesn't include the holdback of the paid invoices in the aging box at the bottom of the report, it just has the holdback for the ...

  • Votes

    1

    Have a change order column in cost to complete so can track your ...

    Have a change order column in cost to complete so can track your original budget