• Votes

    1

    Modify ACA Coverage Report to include self insurance checkbox

    Please show whether or not the self insurance checkbox is checked for an employee on the ACA Employee Coverage Report. It only needs to print once per employee.

  • Votes

    1

    Paste Physical Inventory Count

    It would save a lot of time and data entry if I could copy the units from a spreadsheet and paste then into the "Actual Count" column when performing the "Enter Physical ...

  • Votes

    1

    Positive Pay Report Needed to be Upload to Bank to Prevent Check Fraud

    To maintain security over checks that clear and prevent check fraud, banks provide a service called positive pay that requires the bank to only clear checks that the ...

  • Votes

    1

    Add MFA Compatibility to Email Reports

    MFA (Multifactor Authentication) is quickly becoming the new email security norm. While this is enabled, we can't send more than 1 crystal report as a PDF attachment ...

  • Votes

    1

    In SM, Nothing should be greyed out should have full control, need to ...

    Sometimes we change a work order from "quoted" to "T&M" and vise versa, in SM we have to create a whole new work order to do this and get our accounting team to transfer ...

  • Votes

    2

    Calculate finance charges based on individual customer terms not the ...

    Each month we generate finance charges for customers with past-due accounts. Some customers are NET 30, some are NET 45, and others are NET 60. But, the finance charges ...

  • Votes

    1

    Unapply accounts payable payments

    Provide ability to unapply payments in AP in the same manner that we do in AR

  • Votes

    1

    Through Aatrix on the PA-LLC25 Certified Payroll report, we NEED to be ...

    Both Contractor & Subcontractor fields need to be filled out in order to submit electronically. We are unable to do that. Please Fix!

  • Votes

    2

    allow document designer in contracts and/or A/R so we can make ...

    Creating custom crystal reports is time consuming and expensive. It would be easier to allow mail merge like is allowed through document designer in the commitments ...

  • Votes

    1

    Invoice Aging by Job w/ Cut-Off report doesn't work. Needs rewriting.

    As more years go by, and more data compiles, the Invoice Aging by Job w/Cut-Off report takes longer to load. Now takes up to half an hour to print or print preview. If ...

  • Votes

    2

    In PJ we need to be able to edit the contract item. You can edit ...

    When entering change orders in PJ, if you made a mistake on the contract item # you cannot go back and edit it. You have to retype everything. This is a real pain and ...

  • Votes

    2

    Need to increase the speed when recording payments by credit card in ...

    When you record several invoices at the same time under payments by credit card in AP it takes a great deal of time when you are recording over 10

  • Votes

    3

    Need the ability to reprint a GL journal entry

    Sometimes GL journal entries get lost or stolen off the printer. Yes, I know about the Automatically Print Journal option, but I don't want to use the only path option ...

  • Votes

    1

    In Purchasing, let us add an equipment cost code from the EQ Standard ...

    We use POs to order parts for our equipment. When creating a PO, we need to be able to enter/select an EQ cost code that hasn't yet been used on that particular piece of ...

  • Votes

    2

    Increase the size of the Contract Item Description field

    We need to be able to enter much longer contract item descriptions. Thiirty chaacters isn't long enough for our "Description of Work" on our AIA bills.

  • Votes

    2

    Let users who are not "Application Administrators" check the "Use PJ ...

    This should be an option in Security settings.

  • Votes

    0

    Ability to import new vendors

    This request is more applicable to new implementations whereby a new Sage customer is wanting to migrate hundreds of vendors from their legacy system into Sage 300 CRE. ...

  • Votes

    2

    In AP, let us Edit Payments by Credit card

    When I make a mistake entering a payment by credit card, I have to enter a reversal. It would be great to be able to edit the payment & fix my mistake.

  • Votes

    1

    Vendor Name not available as a column Item

    In Subcontract Compliance module you can select compliance status for Job and Vendor combinations. If you select just the job it will populate all the vendors input ...

  • Votes

    2

    In Purchasing - Receipting, when we add the "Note" and "notes" columns ...

    We would like to have appropriate notes pop up on the entry