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13
Change Client # while still in Work Order status
I would like to be able to change the Client # on a Work Order instead of having to copy, paste, & delete the original. Sometimes Work Orders are entered with the wrong ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Completed
14
Emailing forms to customer
When emailing Quotes and Invoices to customers: 1) Sage 100 should pick or provide a list of customer email contacts to choose from and populate the email To: field. ...by: Kerry B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Completed
14
ACH Payment Type in Screen 4-3-2 Pay Vendors
Hello, I have several vendors that I pay with ACH transactions. Would it be possible to add a 4th type of "Pay by" method in the drop down to include ACH? I'm not a ...by: Josh H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
15
4-3-5 Vendor Checks - Save in lieu of print
It would be helpful if there was an option to "save" a check/payment without requiring an actual print. We use Electronic payments through our online banking. Selecting ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
16
Design Report to include RFI attachments
When using the email report feature please include the attachments.by: Nathan M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Completed
17
Add electronic option to Pay by in 4-3-2 Pay Vendors
It would be great if you could record an invoice payment without have to "print" a check. Right now the only way to clear an invoice out that was paid online is to print ...by: Trinity P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
19
Have an option when printing AP checks to select ACH or EFT instead of ...
When paying an AP invoice the only selection is a check number, credit card or voucher. Sometimes invoices are paid on line as an ACH. We need to be able to use that ...by: judy S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
20
4-3-2 Pay Vendors - Please provide option to sort alphabetically not ...
It would be helpful to have the ability to view the 4-3-2 pay vendor listing alphabetically not just by vendor number.by: Marianne R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
30
Sort by Invoice Date when Selecting Invoices to pay
It would be very helpful to sort the invoices by the actual invoice date when selecting invoices to pay.by: Crystal G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
54
EFT - Ability to use EFT as payment method and Check #
When paying vendors, the only option is by check and credit card. When paying by Check, Sage will not let you put EFT as the check number. So I have to put something like ...by: Josh F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
55
Emailing Customer Statements
It would be a great feature to be able to email customer's statements. So may people are getting away from paper and emailing would be a preferred option as more and ...by: Amy N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Completed
71
Email Forms & All Attachments Directly from Sage 100
I want to be able to email attachments and forms directly from Sage. I just converted over from Quickbooks and on any form I could email the form and any attachment that ...by: Jeff B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Completed
77
certicate of insurance by job
In construction certificates of insurance are needed by job. There is no place to enter it by job only in the vendor client screen per vendor and not by job.by: MAUREEN DAGLE D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
79
3-6 Receivable Clients - Need to be able to merge 2 or more clients.
Being able to merge one or more client profiles together in order to consolidate service history, job history and location history under one client. We have situations ...by: Rik M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Completed
5
Service Quotes
Would like to see this tab at bottom of screen from Client records - same as open invoice, paid invoices, open work orders,.etc..... BUT Add QUOTES!by: Robin M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Completed
7
Service Quotes accessible through Client Info Screen
I would like to be able to access quotes through Sage alone but am unable to do that because the only way I seem to be able to access a created quote is by knowing the ...by: Heather R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Completed
6
Add auto-download functionality to 1-5 Bank Reconciliation
Add the ability to download cleared transactions (like Quicken and QuickBooks does) from my banking institution into the 1-5 Bank Reconciliation menu.by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Ledger
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Completed
9
Invoice entry should auto populate job costs from the Purchase Order ...
When entering an invoice that is tied to a Purchase Order the job cost information should follow from the PO not the vendor record. The vendor record only allows one ...by: Ann F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
8
Please have costcode on purchase order pull into AP module. Please ...
When entering AP invoices there should be a column for cost code that pulls the cost code from the purchase order. Thanksby: Jeff B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Completed
1
creating time cards
It would be good if you could create time cards by employee. We have to let go of staff in the middle of the pay period and I would like to create the Payroll Record for ...by: Heather J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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