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Votes
1
PTO Accrual
Our PTO accrual method is per pay period. But when I set the custom pay type for Per Diem subject to time off accrual to no it only works if you have it per hour as ...by: Tammie H. | about a day ago | Last activity about a day ago | Status changed about a day ago | Payroll
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Votes
1
AP/AP Hold Back Tabs on Client 3.6 and Vendor 4-4 pages
To be able to see if holdback is outstanding by client/vendor rather than having to go into the all jobs to search. By adding a tab at the bottom with open invoices or ...by: Deb O. | 8 days ago | Last activity 8 days ago | Status changed 8 days ago | Accounts Receivable
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Votes
2
New Update ACA feature - needs addtional options
We just discovered this feature to update all employees with the ACA plan codes. ...by: Charlene D. | 11 days ago | Last activity 11 days ago | Status changed 11 days ago | Payroll
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Votes
2
A/P Due date 60DY from end of month
Example - Invoice date is 5/9/24 and my due date is 60 days from the last day of the month. SO, due date is not 30th or 60dy, it is 60dy from 5/31/24. Not sure how to ...by: Danielle D. | 12 days ago | Last activity 8 days ago | Status changed 12 days ago | Accounts Payable
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Votes
1
Longer contact email address field
We are using Procore, it assigns email address for the project, and these email addresses are much longer that Sage 3-5 contact table accepts. please make the contact ...by: Kathy R. | 12 days ago | Last activity 12 days ago | Status changed 12 days ago | Accounts Receivable
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Votes
1
purchase orders to update to open status when adding items
It would be great for purchase orders to automatically change status from closed to open when you have added a line item or changed something creating an open balance, so ...by: Lori M. | 14 days ago | Last activity 14 days ago | Status changed 14 days ago | Accounts Payable
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Votes
13
Lock payroll from changes separate from locking GL
We desperately need a way to Lock posted payroll records to avoid changes after bank recs AND/OR Quarterly reports have been filed. This must be separate from locking ...by: Charlene D. | 20 days ago | Last activity 11 days ago | Status changed 20 days ago | Payroll
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Votes
5
Clean Quick Report export to MS Excel
When a Quick Report is exported to MS Excel (whether a stock report or one created by the customer), it is not in a clean Excel format. For example, data includes page ...by: Philip E. | 20 days ago | Last activity 13 days ago | Status changed 20 days ago | Other
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Votes
5
Mass Close Purchase Orders
We would like to be able to view the list of purchase orders and check a box to mass close (inactivate) purchase orders. Similar to the look up screen in 3-5 Accounts ...by: Tina A. | 20 days ago | Last activity 7 days ago | Status changed 20 days ago | Accounts Payable
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Votes
2
4-4 screen vendor needs cutoff date and due date
Many charge accounts and credit cards need not only a discount date and the number of days until the due date, but the cutoff date as well. Example the statement cuts off ...by: Kathy R. | 24 days ago | Last activity 19 days ago | Status changed 24 days ago | Accounts Payable
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Votes
9
View check stub
When viewing a written check in Window 1-3, it would be so nice if we could get a list of invoices paid with that check - right from that screen - without having to go ...by: Stephanie M. | 27 days ago | Last activity 7 days ago | Status changed 27 days ago | Accounts Payable
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Votes
3
Close window 4-3-1 after saving
After saving Invoices to Pay in 4-3-1, revert back to either the previous screen "Invoice Selection' or the home screen. Don't just stay on that blank page that you have ...by: Stephanie M. | 27 days ago | Last activity 8 days ago | Status changed 27 days ago | Accounts Payable
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Votes
2
PAYROLL PAYGROUPS OVERTIME ROUNDING ERROR at 5-3-4
There are LOTS of rounding error complaints on this page - but I'll add another one. If a laborer has a straight time rate of $40.11, Sage auto calculates the overtime ...by: K. K. | 28 days ago | Last activity 13 days ago | Status changed 28 days ago | Payroll
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Votes
2
Add a box for Designer on the 3-5 Job
We have a box for Architect. Can we add one for Designer?by: Heather T. | 29 days ago | Last activity 19 days ago | Status changed 29 days ago | Accounts Receivable
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Votes
4
Show Open Credit Card Bills in A/P and Aging Reports
Currently, credit card transactions (receipts) can be entered, and the statement can be reconciled. There is no way to view outstanding credit card bills that are not yet ...by: Suzette K. | about a month ago | Last activity 4 days ago | Status changed about a month ago | Accounts Payable
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Votes
4
Possible Glitch-A/P reports: When entering an A/P invoice, if the ...
Possible Glitch-A/P reports: When entering an A/P invoice, if the invoice goes to more then 1 job (Allocated in Job costs), the A/P does not show up on A/P aging by job ...by: Peggy M. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Accounts Payable
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Votes
5
Set scheduled report to run on "Last" day of month.
Allow scheduled reporting to be set for "last" day of month and/or last weekday of month.by: Amber F. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Review and Reporting
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Votes
3
Scheduled Reports in Excel
Save or send emails for scheduled reports in EXCEL files.by: Amber F. | about a month ago | Last activity 19 days ago | Status changed about a month ago | Scheduling
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Votes
7
Remove random spaces from excel export
When exporting profitability reports, Service aging reports, etc into excel, work orders have additional spaces or tabs randomly. This causes xlookup and other ...by: Amber F. | about a month ago | Last activity 13 days ago | Status changed about a month ago | Review and Reporting
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Votes
3
Customer issued standing purchase orders
We would like the ability to record a standing purchase order from a service client, either for all their locations, or for each location individually, so that it ...by: Sandra L. | about a month ago | Last activity 4 days ago | Status changed about a month ago | Service Receivables
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All Categories- Accounting Reports (116)
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