• Votes

    5

    Add Business Insights Explorer Views to Task Scheduler and add Excel ...

    Add Business Insights Explorer Views to Task Scheduler. Also allow export to Excel from Task Scheduler.
  • Votes

    1

    Run an over/under billing with only current year information

    It would helpful to be able to run an over/under report (6-1-7) with the option to only choose current year information.
  • Votes

    3

    Update Business Insights Dashboard as New Transactions Occur

    As new transactions occur in Sage, update dashboards. Also display automatically upon opening. This is one thing Sage 50 does far better than 100.
  • Votes

    1

    Previous Fiscal Year for Reports

    One of the great things about Sage 50 reports was that you could easily select a Previous Fiscal year or a Past Fiscal year to generate reports. Having to constantly ...
  • Votes

    8

    Sage Intelligence: Make it easier to hide zero rows in Intelligence ...

    Currently the only way to hide zero rows in Sage Intelligence is to set a macro for every workbook and column that you want to set as a zero row. This can be a problem as ...
  • Votes

    2

    Update task scheduler to include a field for customized email subject ...

    We have dozens of auto generated reports and most are different versions(report settings) of the same report(e.g. AR Aging, etc); however, each subject line is the same ...
  • Votes

    2

    po receipt history report refinement

    The po receipt history report is confusing in that in previous versions the receipt of invoice activity only had amounts in the right hand invoice column but I see in the ...
  • Votes

    13

    To be able to return to a search after viewing an item without ...

    When in item inquiry and you click on an item to view it, when you close it, you have to restart the search, it would be helpful to be able to go back to the original ...
  • Votes

    8

    I would like to see a history of user access. It would provide input ...

    We have had a change in service usage in our work. I had not considered until now that I may be purchasing more Users than necessary. Before renewal, I would like to ...
  • Votes

    10

    Accounts payable report by item code

    The ability to pull all invoices associated with one particular item within the accounts payable module > reports > Accounts Payable invoice history report. It would be ...
  • Votes

    2

    Ability to correct typos in standard Balance Sheet report in software

    Currently there is a typo: TOTAL CAPTIAL ASSETS instead of capITal I cannot figure out how to correct this.
  • Votes

    1

    I would like the capability to staple individual clients when printing ...

    Under Timeslips, when creating a run of prebills, a list of clients is selected and the run is printed. Although my printer supports stapling, Timeslips doesn't allow for ...
  • Votes

    13

    Allow user to Add filters to reports

    At a minimum, Add ability to Filter a report or form by any field that is included in the report. Allow users to add filters to reports on the fly and save new filters. ...
  • Votes

    7

    Enhance the Drill Downs in Sage Intelligence

    With FRx, the previous reporting package, the drill down provided the same column layout as the report being drilled down on. SMI only drills down on the number being ...
  • Votes

    1

    Modify Customer Sales History By Period to account for invoice ...

    Currently, the Customer Sales History Report By Period does not account for invoice discounts in the calculation of gross profit. For example, if you have a customer ...
  • Votes

    17

    Print a GL detail report from GL Account Inquiry instead of a chart of ...

    Right now you have to go to Reports, General Ledger Detail Report and then make selections. It would be nice to go right to the print GL detail options when you are ...
  • Votes

    9

    Ability to close report while it's processing

    Oops, I messed up on a filter and now have to wait for the report to build before I can close it out and run it correctly. Sure would be great if I could just close it ...
  • Votes

    2

    Ability to print time card reports via name (in lieu of just employee ...

    Each person is giving an employee number. Time Card printing is currently set to print using that number. I would like the option to print the report sorted by last ...
  • Votes

    1

    Ability to enter 0 copies on Multipart Forms

    If you have multipart forms setup so that you can print different copies with different Shadow text, there may be times that you do not need all of the versions to print. ...
  • Votes

    4

    inventory trial balance

    Need the ability to run the I/M trial balance by inventory account. Problem is I have to run each warehouse and add them up to determine the correct GL inventory ...