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Votes
7
Aatrix - create a GL entry for periodic EFTPS through Aatrix e-File
All the data exists when Aatrix submits EFTPS through e-File. Closing the loop could use the same windows as Add Transaction in Bank Reconciliation with Bank Feeds, ...by: Trey B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
Have Service (SR) Contract Posting create WOs for generic dispatch ...
Contracts are created and posted to generate an invoice. Perhaps this is a user error - but we still need a WO to satisfy the Mtc contract. We would like to be able to ...by: Trey B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
1
Add scheduling of custom reports so indirect GL account budget ...
Pushing accountability for overhead expenses down means providing access to transaction totals to people that don't see the income statement. Currently non-job related ...by: Trey B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounting Reports
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Votes
11
top 25 cutomers sales report or other sales reports would be nice to ...
It would be nice to have some standard sales reports to see what your customers sold per period or date and also be able to see how your salesmen sell per period.by: Aurelia 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
Add a cell/spot to show who posted the Service Inovice in 11-2 Work ...
It would be helpful to have an additional User Cell or in the Record History in 11-2 to be able to see who posted the work order to Open. We have 2 departments that work ...by: Aurelia D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
We should be able to change the holdback rate in progress and unitary ...
Currently we are unable to change a holdback rate mid project without all of the calculations on the billing going crazy and then not able to post a changed invoice if ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Why is it not possible to change the calculating of amounts on a ...
Eg. Instead of having the billing generate numbers based on previous and current holdback, we should be able to change it so that we can just have a sum of the holdback ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
Job Cost Status - Mass Update
I would like to be able to change the status on multiple job cost records at one time (example, from 1-Open to 3-Billed). This would be similar to what we do in parts ...by: Brenda V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
7
In 3-5 it would be nice to have a tab at the bottom to allow you to go ...
On the 3-5 screen it would be nice to go directly to the job estimate when you look up a jobby: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
In estimating takeoff it would be nice if you could change the color ...
When you create an estimate it would be nice if you could change the font or color of text in a line so you could track changes in the estimate.by: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
We would like to limit the number of users in a po at the same time to ...
We have this ability in the takeoff screen but not the PO screen. This tends to cause issues if more than one user is in a PO at the same time and making changes. One ...by: Michele B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
2
I would like to see description included in the labour cost report
This info can be pulled from payroll 5-2-2by: Anne K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
2
Change Order Calculations
It would be amazing if the change order screen will calculate the items you put in. Everywhere else in Sage is like an excel spreadsheet but the change order screen. When ...by: Rachael C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
10
Undo button
I would like to see an "undo" button, similar to Microsoft products. Something that would undo the last 5 actions or so. Not just an undo typing, but a true "undo." This ...by: Michael R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Allow more significant digits in vacation accrual.
The vacation accrual rate field in 5-2-1 Compensation tab allows for five decimal places, which is great. But all the other vacation fields are only two decimal places, ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
8
Client merge needs to preserve contact information
The new client merge functionality is great, but it needs to preserve contacts from both files the same way it preserves equipment and locations.by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
Ability to reverse the order of the notes field
In the latest build (22.1.143.0) the notes fields have suddenly changed the cursor position from the top left of the box to the end of whatever notes are there. We have ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
13
Fix knowledgebase search
The knowledgebase search function is pretty bad. In particular, if you search on Sage 2019 and the particular article you are looking for was written for Sage 2017 it ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
10
Visual Flag for Client Statuses
I need a couple of flag fields on the client record (just a toggle on-off is fine) that show up on the work order header 11-2 as soon as the client name is selected. My ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
5
Warning pop-up when a scheduled dispatch end time is before the start ...
For example: I enter the times manually and schedule Joe's service at Burger Den from 9 AM to 8 AM instead of the other way around. Sage allows this to happen and then ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
By Category
All Categories- Accounting Reports (124)
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- Estimating (119)
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- Other (276)
- Payroll (719)
- Project Management (391)
- Review and Reporting (149)
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