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Votes
11
A way to track collection calls on the Client.
In Sage 300 there is a module to help track collection calls. I would like to see a way that we can put notes in so the client does not get multiple collection calls.by: shawna b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Contract Number
Contract Number needs to be longer. Federal Government Contract Number are 13 digits PLUS a 4 digit task order. This information pulls in to billings plus Certified ...by: Jackie T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
When computing profit and overhead on a Time and Materials invoice, if ...
Profit and overhead on Time and Materials invoices is compounded if there is more than one category and percentage. It is not figured on only the hard costs. It would ...by: Julia R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Automatically post which employee opened a new job number.
When viewing invoices or PO's it is extremely helpful to see who entered them. The same would be fantastic when opening a new job number. So many times we have run in ...by: Nicole W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
In 3-5 add a drop down at Address 1 which would transfer to 3-6 to add ...
In 3-5 it would be helpful to have a drop down at Address 1 which would transfer to 3-6 so that a new job address could be added. We have many different jobs for some of ...by: Hugh T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
In 3-5, under the project dates and sales information tab, I would ...
Even after changing the headings (which is allowed) this does not automatically show up on reports. Can this be changed?by: Jeff D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Receivables Aging - Sort by Client only
3-1-3-21 We like the list form from Sage 50. In order to get that in Sage 100 we would need a box for Sort by Client only so that it doesn't subtotal each job.by: Michele H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Progress billing (3-7) - lengthen description in grid to 50 characters
In the 3-7 progress billing, please lengthen the description in the grid to 50 characters long (there is room on the AIA form) as soon as possible. This would be much ...by: Babette H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Paid Receivable Invoice should say "Paid" on it, not just show zero at ...
When I send paid invoices to clients for their records, they are confused because the billing detail still shows, it just puts 0 at the bottom. Other systems will show a ...by: Michele H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
creat a report to see payment history in days 30, 60, 90
This is no report that shows a customers payment history in daysby: Alexis M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
When downloading reports with job number to excel can it be in a ...
When exporting reports from 3-5 or 6-1-8 Bonding report to excel for job number to be formatted to number and not text.by: Rachel A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Printing reports (i.e. receivable invoice) without having to save and ...
Can there be someway to make the receivable invoices printable without saving? Or if not can you set it up so that when you save the invoice doesn't close so that you do ...by: Laurel G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
15
Track when 3-5 job status changes for reporting sake
We need to be able to print reports based on what the 3-5 Job status was at a given point of time in the past now that we have the new multi-year ledger feature in Sage ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
HST is not calculating on Holdback Progress Billing.
Clients request a copy of Progress Billing for Holdback along with the Invoice. HST does not calculate on the 3-7 form, therefore amount owing and tax amount does not ...by: Sharon P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
12
Progress bills in status 1 or 2 should be able to be voided
Progress bills created in error or anticipation of a CO that isn't coming just sit in Progress Bills currently with no way of removing them. Those of us that browse by ...by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Include Phase Number in 'Invoices' and 'Payments' on the 3-5 Jobs ...
This way you know what invoices belong to each phase if you look at them via the job menu.by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
T & M Summary Report: Inconsistency between Proposal Amount and Billed ...
The T&M Summary Report pulls the T&M Budget--which includes markup, overhead and profit--from the Proposal, however, the Billed Costs include bill rates, but don't ...by: John C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
The description on the T&M invoice should pull from the wage rate ...
We found that the wage rate in the description field rounds weird because it is a formula. For consistency it should pull from the wage rate table.by: sue e. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-7 Progress Billing be able to bill without cnets
In the 3-7 progress billing you are able to bill in dollars only without cents. You would need to fill in your current complete and then select the entire row and go to ...by: shawna b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
3-7 Progress Billing Remove Income Account from Setup Screen
Move Income Account/Sub-Account to be a Line Item as it is in 3-2 Invoices. This allows different departments (Income Account/Sub-Account) to be entered on the same ...by: Cheryl W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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