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Votes
1
3-2-26 Report
In the 3-2-26 Receivable Invoices, which is only for "paid" receivable invoices, to please show retention in the "total" field on the bottom of the invoice. Or in ...by: Alice M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
5-1-6-21 Certified Payroll Report
On 5-1-6-21, would be nice to separate the amounts for Medicare and FICA instead of combining them. This way, the report would be compatible with Washington State's ...by: Alice M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
Payroll Calculations default rate and Employees 5-2-1
In Washington State, we need to have 5 digits in the default rate instead of the 4 digits we now have. This is for Paid Family Medical Leave and for the WA Cares ...by: Alice M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Payroll
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Votes
1
tracking line of credit advance in AP
Article 230609171933050 (how to track line of credit) is somewhat helpful, but when you enter the Vendor (institution where the advance came from), that debt does not ...by: Alice M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
1
On report 6-7-4-21 Please move "Refresh" below "Print" on File tab, as ...
We upgraded and the "Print" option was always the first option listed from File on report 6-7-4-21, and now we constantly choose "refresh" since it was placed ahead of ...by: Rachael G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
5
When using the description field drop down box, when you start typing ...
Right now it takes a lot of time to select Vendor names and to add to the required Description field. If when you start typing the system could give you several of your ...by: Mary J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
My fiscal year does not end on 12/31 I do not want to archive my ...
My fiscal year does not end on 12/31 but I am forced to archive my payroll on 12/31. I am never ready to run my W2's on 12/31 and if I need information relating to a job ...by: Mary J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
9
Aatrix does not calculate everything on the quarterly reports.
When running the quarterly payroll withholding reports Aatrix does not keep track of the payments made during the course of the quarter. You have to manually keep track ...by: Mary J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
12
Hide dispatch board columns/Multiple boards
Would like to be able to only see technicians on dispatch board for certain groups such as only residential or only commercial. When a customer calls in the ...by: Danielle H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
9
add a pop up when we enter a customer to schedule service to allow us ...
we would like to be able to add a pop up when we enter a customer to schedule service specifically to let our dispatchers know if we have an issue with servicing this ...by: Kenneth H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
3
Go to transaction button
Be able to view an invoice and credit card transactions by utilizing the "go to transaction" button without going to 1-3 as normally that access is only for upper ...by: Helen R. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Payable
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Votes
8
View the remittance for a check already written.
We should be able to view the remittance for a check that was cut without having to export to excel if for some reason a vendor did not receive the remittance portion of ...by: Helen R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
16
Auto-Attach all emails sent from Sage to the job/section
Automatically attach any email (generated at each print menu) that is sent through Sage to the appropriate attachment section. For example, if I directly email a PO out ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
1
Each module offers codes for classifying transactions that differ by ...
Each module offers codes for classifying transactions that differ by application. The result is that accurate Department and Line-of-business reports cannot now be ...by: tracy w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
1
Create a Current Retention Calculated Field for use in Modify Reports ...
When using a calculated field formula in 3-7 Modify Report, if the result for the current retention amount is 0.00 it shows as blank and doesn't enter as 0.00. I need ...by: tracy w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
4
Certified payroll reports for bi-weekly payroll processing
Was just informed that the certified payroll reports ONLY work if you process your payroll on a weekly basis. It's not always a requirement that you process weekly & ...by: Christina C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
3
Provide Folder Level View for the Attachments Windows
Let us create logical folders under each attachment window. We should still be able to rename files, but attachments opening up in a list is useless if you have more ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Allow 9-5 Estimating Screen to specify a Margin per line item
Allow 9-5 Estimating Screen to specify a Margin per line item (which would auto-calculate the Profit Rate/Markup on that line). You could choose item by item whether to ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Multiple Paygroups in One Pay Period
How can I have multiple paygroups in one pay period? In 5-2-2 an employee can work at several different jobs (paygroups) in one day. I can assign job costs, but have to ...by: Maureen C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
1
Alert for over job contract price
When typing in invoices to be sent out, have an alert if it exceeds what the job contract amount isby: kyle b. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
By Category
All Categories- Accounting Reports (122)
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- Other (271)
- Payroll (708)
- Project Management (377)
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