• 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 ...
  • 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 ...
  • Votes

    19

    Scrolling to looking up a customer or vendor

    In the old version (12) when you would be looking up a customer or vendor, you could start to type in their name and you could scroll down with the arrow key. Now in ...
  • Votes

    1

    Ability to setup Receivable Clients on an ACH account

    Clients have requested for us to set them up on an ACH account. Payment for services provided on a reoccurring bases.
  • Votes

    8

    Retention release - age differently from other due dates of other open ...

    The aging report is incorrect when we release retention on a job and there are still open invoices. Often happens when the payment cycle is 60-90 days but billing cycle ...
  • Votes

    5

    Service module should automatically import costs already allocated to ...

    It would be nice to automatically pull in costs for a job in the Service module. Similar to T&M, but I would like to be able to edit right in the grid. It should pull ...
  • Votes

    15

    Scan attachment function in Cash Receipts

    Allow scan attachment in Cash Receipts to be able to have copy of check
  • Votes

    9

    Cash Receipts

    When your entering cash receipts in the client box it would be a huge help if you could have a pick list and select more than one client at a time. Then when you hit ...
  • Votes

    19

    Additional Address Lines

    Many times customers have more than the traditional 4 line addresses. Many companies now have Mail Stops. We are having to write these in on invoices otherwise they ...
  • Votes

    3

    AR Tax calculating incorrectly...Cdn Version

    appears to be an error on the tax calculation.
  • Votes

    15

    Additional Fields & Customization Needed for AR:Job screen

    Our company deals with several items that we need to have accessible on the Project Dates and Sales Information tab. We have over 18 items that we need to keep track of ...
  • Votes

    9

    Facility Name On AR:Job Grid

    Our company uses this grid for jobs that are worked within a building(facility). The job numbers do not tell us what building the job is in, which is essential for our ...
  • Votes

    7

    Job Costs should be separated by actual part number and quantity, not ...

    It doesn't help me to see a lump of Cost Codes on a report. I would like the Job Costs to be separated by actual parts, with quantities visible, so I can make informed ...
  • Votes

    3

    The ledgers do not agree to the trial balance

    The A/R sub-ledgers do not always agree to the trial balance. I have only had once experience where the sub-ledger actually agreed to the trial balance. I should be ...
  • Votes

    5

    When a job has been set up for progress billing, there need to be a ...

    It's very cumbersome to have to add codes after the fact when they should just be changed.
  • Votes

    5

    Print Electronic Receipt Automatically Upon Processing

    The Electronic Receipt should appear automatically upon processing through Sage Payment Solutions. You can then have the option to print or not. As it currently stands, ...
  • Votes

    8

    Allow receivable overpayment without applying to retention

    Allow receivable overpayment without applying to retention
  • Votes

    11

    Posting Cash receipts - overly clunky

    When posting cash receipts, you should be able to view one customer's open invoices at a time, instead of having to view all open invoices for all customers. When I try ...
  • Votes

    3

    Have a user defined field, link to a field that currently is existent ...

    For example: I want to change user def field 2 in module 3-2 and I want that to show the payment posted date of the payment posted against the invoice.
  • Votes

    3

    Customize Notes in Progress Bill so that it prints correctly

    Currently you cannot modify the size of the notes. We need this ability in order to look professional.