• Votes

    7

    In 1-4-3 I would like to see the check book balance.

    When paying Vendors I have to look on my Dashboard to see my check book balance then try to do the math in my head while paying vendors. It would be much easier to have a ...
  • Votes

    3

    Project Work Center Hot List Sort Change

    Currently the Project Work Center Hot List Sort is by date & vendor. I would like to see if a option can be added to be able to change the sort specification. I would ...
  • Votes

    1

    Purchase Order Tax District not coming over when you export to a ...

    When you export to a Purchase order from the 9-5 TakeOff Screen, the tax district of the vendor is not being filled in based on the default for that vendor. It causes us ...
  • Votes

    29

    4-2 Payable Invoices Add Job & Phase to grid section

    When entering AP invoices in 4-2 Sage currently has the Job and Phase number in the upper section therefore if an invoice applies to more than one job or more than one ...
  • Votes

    1

    When computing profit and overhead on a Time and Materials invoice, if ...

    Profit and overhead on Time and Materials invoices is compounded if there is more than one category and percentage. It is not figured on only the hard costs. It would ...
  • Votes

    12

    Automate Updating ALL Jobs on Cost to Complete, Hrs. to Complete and ...

    When launching the Cost to Complete report, it would be nice if it automatically updated all jobs rather than having to manually update each one at a time.
  • Votes

    11

    Contract Number

    Contract Number needs to be longer. Federal Government Contract Number are 13 digits PLUS a 4 digit task order. This information pulls in to billings plus Certified ...
  • Votes

    8

    Purchase Order List - SHould include (Service Module ) Work order ...

    When working with purchase orders and subcontracts - we can create a po or subcontract from the service work orders. However, when any of the reports / audits are done ...
  • Votes

    3

    Select invoices to be paid

    I would like to see another field shown on this display - which would be an associated Purchase Order. We issue Purchase orders for Contract Jobs - when using progress ...
  • Votes

    11

    A way to track collection calls on the Client.

    In Sage 300 there is a module to help track collection calls. I would like to see a way that we can put notes in so the client does not get multiple collection calls.
  • Votes

    4

    Piece Work for California

    Need to have better detail with piece work. Check stub needs to show # pieces, rate per piece, and total for piece work for each line of piece work by day. This is ...
  • Votes

    7

    ACA reporting

    Need to have the reports required for the new ACA reporting.
  • Votes

    13

    Payroll report-simple

    Payroll report with Gross, FICA, Social Security, FIT, State Tax, SDI, Garnishments, Insurance - all on one line, from beg date to end date.
  • Votes

    50

    Vendor files 4-4 need to have a second address field, one for physical ...

    Many of our vendors have local shops that we use to purchase products but have corporate offices somewhere else. We would like to be able to store the mailing address for ...
  • Votes

    3

    Ability to enter a discount rate on the Subcontract Screen.

    This would allow for different discount terms for the same vendor. We generally have the same discount rate for a vendor, but from time to time we are able to negotiate ...
  • Votes

    1

    Employee Secondary Accounts

    We need a way to easily send a paycheck to the employee's primary account. For instance, we recently were sent the wrong payroll deduction amounts for supplemental ...
  • Votes

    15

    Email feature is cumbersome with several steps for emailing invoices ...

    Allow me to email reports and attachments in one step. Add email icon to invoice top tray near print button instead of going through print first. Allow me to email my ...
  • Votes

    10

    Paid when Paid "Hold" in AP

    We use Subcontractors that get paid for their work performed for us upon receipt of payment by us from the owner. There needs to be a way to enter the subcontractor ...
  • Votes

    11

    Would like to see a RFI & Transmittal tabs added to the bottom of the ...

    It would make it easier to have RFI's & Transmittal directly connected to jobs via tab. Quicker access, is instead of backing out and going to 6-11-2 & /or 6-11-3
  • Votes

    5

    NACHA file not compatible with Huntington Bank

    We are attempting to move our banking from our current bank to Huntington Bank The test NACHA files I have upload have been rejected. After speaking with customer ...