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Votes
73
RETENTION RELEASE
Retention Release - When retention is released, the system ages the new retention invoice from the original bill dates. This is incorrect. Aging on the newly created ...by: Tina A. | over a year ago | Last activity 9 hours ago | Status changed over a year ago | Accounts Receivable
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Votes
13
T&M Billing Wage Rate by Position
The job cost transactions do not import the Employee Position from payroll. This employee position/title is often required to support the employee billing rate with ...by: Kenneth M. | over a year ago | Last activity 5 days ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Be able to set up T&M bill wage rates by employee position
In 3-10-5 it would be nice to add a rate by employee position. Employee position would read from employee records under human resources tab and position. This would allow ...by: Talaena C. | over a year ago | Last activity 5 days ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Holdback round up errror on Progress Billing 3-7
Holdback should be calculated on the subtotal of the invoice, not on each individual line item of the Schedule of Values. This would prevent incorrect round ups and ...by: Anna K. | 8 days ago | Last activity 8 days ago | Status changed 8 days ago | Accounts Receivable
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Votes
19
progress billing to pull change orders
When creating next progress billing masterbuilder should search for approved change orders and add line item to progress billing.by: sheri p. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
17
closing progress billing applications
I would like to close jobs that have stayed open even after billing 100% in the 3-7 progress billing screen. It would be nice to have the option to close them or void an ...by: Jaims G. | over a year ago | Last activity 8 days ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Write of an Invoice
There should be an edit or something to write off and invoice for Bad Debt or other reasons, especially when it is in the previous fiscal year. Currently you have to ...by: Don K. | 11 days ago | Last activity 11 days ago | Status changed 11 days ago | Accounts Receivable
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Votes
1
Add or delete items on Invoice after money is applied
When a payment is received and the customer on the next payment makes another payment to that same invoice, you should be able to reopen the invoice without creating a ...by: Don K. | 11 days ago | Last activity 11 days ago | Status changed 11 days ago | Accounts Receivable
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Votes
2
3-5 A/R Invoices: Print Cuts Off Columns / Add Auto-Fit + Save Grid ...
Need a new or enhanced print capability for the A/R Invoices output launched from the bottom buttons in 3‑5 so printed results do not cut off columns that are visible ...by: Edwin B. | about a month ago | Last activity 19 days ago | Status changed about a month ago | Accounts Receivable
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Votes
4
credit card processing
wants the ability to add a surcharge for credit card processing on the invoices for clientsby: kayla j. | over a year ago | Last activity 19 days ago | Status changed over a year ago | Accounts Receivable
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Votes
9
WORK ORDER BUTTON IN 3-5 & 3-6
Add a "CREATE WORK ORDER BUTTON" so when user is in a record in 3-5 or 3-6 they can click the button and it would take the user straight to Work Orders with the job and ...by: Jon C. | over a year ago | Last activity 20 days ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Daily invoicing, including labour
Please provide a way to create a computed daily timecard in order to daily invoice in T& M billing. Right now you can only create weekly, bi-weekly etc. timecards to T&M ...by: Alanna S. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Client Credit Limits and Alerts
Please add a field in the client record where we can enter a Credit Limit amount for that specific client. There should also be pop-up alerts when the receivable ...by: Travis F. | over a year ago | Last activity about a month ago | Status changed over a year ago | Accounts Receivable
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Votes
3
T & M Billing Allow an option to select specific cost records
Allow someone to pick a specific cost record or records not just the entire range of records.by: Sue C. | 3 months ago | Last activity about a month ago | Status changed 3 months ago | Accounts Receivable
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Votes
2
Add warning in 3-5 for Certified Payroll
When entering an invoice in 4-2 for a job that requires certified payroll, a warning pop-up should appear. It would be beneficial to remind AP to collect Certified ...by: Alejandra M. | about a month ago | Last activity about a month ago | Status changed about a month ago | Accounts Receivable
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Votes
5
Project Numbers
It would be nice to allow Jobs (3-5) to be alpha/numeric to sort better.by: Tammy J. | 8 months ago | Last activity about a month ago | Status changed 8 months ago | Accounts Receivable
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Votes
4
Accounts Receivable - Client Numbers
It would be nice to allow Receivable Clients (3-6) to be alpha/numeric to sort better.by: Tammy J. | 8 months ago | Last activity 2 months ago | Status changed 8 months ago | Accounts Receivable
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Votes
2
IMPORTANT - Void a 3-9 Unitary Billing with no AR Invoice linked
IF SAGE allows you to void an AR Invoice linked to an unitary billing. Then an unitary billing should be able to be voided if no OPEN/PAID AR invoice is linked to it. ...by: Mirtala R. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | Accounts Receivable
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Votes
3
CANADIAN EDITION: Menu 3-1-3 Period Aging reports and Holdback
Need the original Holdback amounts to display, on a Period Aging reports; even after Holdback has been released. For example, if I have an AR invoice with holdback posted ...by: Kenneth K. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Progress billing-phases-change orders
We periodically have 2 contracts issued for a project where labor and materials might be separated by the GC on tax exempt projects. We were instructed to utilize ...by: Sherry D A. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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