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Votes
9
Create Work Orders from Contracts
We have many clients on contracts with varying billing cycles. We use Contracts to record all of the details. From 10-Contract you only have the option to Post. This ...by: Jess D. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
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Votes
5
certificates of insurance
It would be great at implementation to be able to import COI from an excel spreadsheetby: Tammy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
14
Need access to more windows simultaneously
I need access to more windows at once--I want to be able to open whatever I need to access, no matter what else is currently open. For example, when I'm entering a ...by: Ashley S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Report Printing Default Search Period
In 2-5-21, Report printing, it would be great to make the default (period) dates the past twelve months from the current date. How often do we really search for ...by: Ashley S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Review and Reporting
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Votes
5
Ability to custom color/shade the individual module windows, for ...
It would save time and errors when entering & moving quickly back and forth.by: Jolyn G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Utilities
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Votes
4
4-6 Recurring Payables Needless Dialog Box
When you attempt to post an invoice out of 4-6 Recurring Payables, if the period hasn't been advanced into the current month yet, it will ask, "The transaction date does ...by: Marc K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
2
Please enable Alt plus arrow keys to navigate between days in 5-5-1 ...
When in 5-2-2 Payroll Records (and in many other places in Sage), you can use the Alt key plus the arrow keys to hop between records, making it easier to look through ...by: Marc K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
Attachment controls separate from user security groups
Currently, the only way to change which users can add and remove attachments to modules is within Utilities 7-2-1, and that also affects the user's ability to delete ...by: Marc K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
5
9-5 Takeoff Tax
As a re-seller of material, under 9-5 takeoffs when creating an estimate for a client we need to be able to show sales tax on certain items after O/H and profit rates are ...by: Alex D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Entering Temp Labor/PEO hours for T&M billing at flat hourly rate
We have in-house employees that we run through our payroll on Sage. We also use temp labor and have other employees that are run through a PEO (professional employment ...by: Angie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
8
Allow PO#'s to be linked to subcontracts
It would be nice if you were able to create po#'s through the 7-1 Subcontract screen. Much like how you can create po's in the 11-2 Work Order screen to have a po linked ...by: Austin B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Project Management
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Votes
3
Department Income Statement to include equipment cost by department.
Department Income Statement to include equipment cost by department. The jobs are assigned to department but this info in not included in the dept Income Statementsby: Micki Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Equipment Management
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Votes
3
Would be helpful if 'Equipment Number' could start with a '0' and ...
Some of our equipment numbers begin with a zero. It would be nice if they could be entered this way in Sage. Also - we have equipment with attachments and a hyphen ...by: Lynne M. | over a year ago | Last activity about a year ago | Status changed over a year ago | Equipment Management
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Votes
4
inactive client
After we merge two clients the "from" client status is changed to Inactive, but in the Client, under Edit the Inactive Record is not checked. Unless this is checked, ...by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Track serial number
A report to show the life of a serial numbered part. From when it comes in on what invoice to when and wherer it goes out on a invoice or allocation.by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
5
Billing amount updated automatically or with an import
When updating markups in 9-7 allow the Billing Amount to update automatically or allow a process to do it in mass.by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Inventory
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Votes
6
Add ability to print AR deposit report, after saving
Right now the solution is to print two separate reports, for Service and ARby: Barbara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
User Defined Fields in 9-5 - Setup as Date BUT sort as if they are ...
In the 9-5 Screen, we have User Defined Fields that are Date fields. However, when we run a report pulling those fields, they are not sorting in full date order. They ...by: Barbara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
discounts on set to pay screen
We have vendors that invoice ending the 25th with discounts if you pay by the 10th. The invoices from the 25th to the end of the month have different due date and ...by: Tammy W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Payable
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Votes
3
Change color settings in Sage Paperless Construction back to how they ...
Sage Paperless update 2023.0.0.15 changed the color schemes to only being able to chose between Light and Dark. Neither of these settings are user friendly on the eyes. ...by: Susan A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
By Category
All Categories- Accounting Reports (124)
- Accounts Payable (505)
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- Equipment Management (43)
- Estimating (119)
- General Ledger (134)
- Inventory (58)
- Other (276)
- Payroll (720)
- Project Management (391)
- Review and Reporting (149)
- Scheduling (49)
- Service Receivables (180)
- Utilities (96)
