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Votes
3
Help Agent Feature
You should add the help agent button as an option to each module layout where it's main focus is on so the user can ask specifics related to what they are looking at ...by: Allison S. | 27 days ago | Last activity 6 days ago | Status changed 27 days ago | Integration
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Votes
7
When creating a Sales Order from within SAGE CRM copy email contact ...
Creating a Sales Order from within SAGE CRM does not does not copy email contact information from CRM Person Record to Sales Order; it copies the AR_Customer primary ...by: Paul G. | over a year ago | Last activity 21 days ago | Status changed over a year ago | Integration
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Votes
5
Allow changes to the contact person on the sales order from within CRM
Allow changes to the contact person on the sales order from within CRM. The option to change the contact is grayed out in MAS90/200, the only way to change the contact is ...by: Paul G. | over a year ago | Last activity 21 days ago | Status changed over a year ago | Integration
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Votes
15
receipt of goods and receipt of invoices linked
When entering receipt of invoice after a receipt of goods has been entered, the invoice should automatically link to the receipt of goods and not to the entire PO. The ...by: Linda D. | over a year ago | Last activity about a month ago | Status changed over a year ago | Integration
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Votes
6
Import General Ledger Private Batches
When importing journal entries with Batch Processing in General Ledger turned on, you can import into batches, but you cannot import the private batch flag. The ...by: Jeffrey H. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Integration
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Votes
22
Allow Canadian Routing Numbers in the Accounts Payable Electronic ...
My Bank plus another company will accept ACH files to process electronic payments and I want to test whether the format created by the Electronic Payment in A/P will ...by: Sharon C. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Integration
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Votes
3
VI Import Log Show Records Imported Incorrectly for Skipped Header ...
When a VI Import has the setting 'Skip over existing Records' checked and a Header Record is skipped during the import, then have all its line file records also show in ...by: Christine K. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | Integration
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Votes
14
Provide a utility to recompile all VI Job imports and exports
When clients have a lot of VI Jobs, we have to compile them one at a time. A utility that compiled all of the jobs following an upgrade would save alot of time.by: Marty F. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Integration
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Votes
5
Add Amazon as a carrier to package tracking.
As amazon is becoming one of the major shipping companies with their website, Amazon tracking should link directly to the track.amazon.com website rather than a general ...by: Matthew D. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Integration
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Votes
26
Copy/Paste to and from a table (Excel) into General Journal Entry rows
Give users the ability to either copy & paste or upload from excel into the General Journal Entry - Lines section. This eliminates a great deal of repetitive data entry.by: Isaac U. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Integration
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Votes
3
VI Jobs Menu browse button default location
When performing a Visual Integrator Job from the Jobs Menu, you click the browse button to locate the file you wish to import. It would be nice if when the browse button ...by: Skye D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Not Planned
7
add work files for sage alerts & workflows
Sage Alerts & Workflows has a lot a capabilities for sending reports and forms as an alert. Because the system cannot access the work tables, you must create standard ...by: Suzanne W. | over a year ago | Last activity over a year ago | Status changed about a year ago | Integration
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Votes
2
ADD ABILITY WITHHOLD RETAINAGE IN PURCHASE ORDER
THE ABILITY TO WITHHOLD RETAINAGE IS AVAILABLE AND USEABLE IN AP, BUT NOT IN PO. WE ARE A COMPANY THAT USES ALOT OF SUBCONTRACTORS. WE ISSUE POs TO SUBCONTRACTORS. IT ...by: Alicia C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
13
Allow prepayment of customer orders
Enter cash receipt into AR as a prepayment. Allow a link from Order entry to view & select unallocated cash. When the invoice prints, the invoice reflects the true ...by: stephanie f. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
7
Ability to export Summary views from Explorer Views to Excel
Explorer Views have the ability to create summary sections for say Invoice totals for Customers. After you collapse the detail view and only see the summary sections, you ...by: Ken K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
1
Update fields macro
Create a simple utility where you can pick the data table (ie CI_Item), select the fields and the new value you want it updated to. Have selection ranges, maybe some ...by: Glen Z. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
9
Allow memo settings to be imported for all modules
Memos can be imported using Visual Integrator but not the memo settings. For example, item memos can be imported into the IM_ItemMemo table - one of the fields is Auto ...by: Shelley A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
3
Visual Integrator Job Log Report
The printed Visual Integrator Job Log Report only displays 60 characters of information on rejected records even though the actual log file contains 512 characters of ...by: Tyler C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
5
Need updated set of Sage Intelligence troubleshooting and ...
With more and more sites running virtual desktops there should be updated and consolidated information on troubleshooting Sage Intelligence. This should include a ...by: Wayne S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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Votes
11
Drop Ship Orders and corresponding Purchase Orders need to integrate ...
All distributors would want this in addition to fulfillment companies. There is more and more drop ship happening due to COVID 19. Standard accounting and operations ...by: TERRI P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Integration
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