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Votes
7
The ability to customize the background screen by data folder.
I perform the same tasks in multiple data folders and often catch myself almost (or actually) posting into the wrong data data folder. Would be nice if it was more ...by: Beverly P. | over a year ago | Last activity about a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
In CM Set Up Assistant, omit Completed CM accts from Select Bank Acct ...
In Step 4 of CM Set Up Assistant, there is no need to see the list of CM accounts that have their set-up completed. Please omit those so that one doesn't have to scroll ...by: Denise L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
In CM, have a Bank record to link CM accts to
Instead of entering the same bank info for every account that is at that bank, have a Bank record that we can link CM accounts to.by: Denise L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Add ability to copy application settings from an existing data folder ...
Need option to copy application settings (GL Settings, AP Settings, CM Settings, PM Settings, JC Settings, AR Settings, PR Settings, etc...) when creating a new company ...by: April D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Allow adding and deleting of buttons on the quick access toolbar in ...
I wanted a way to add a button for Estimate information or to print a report on the quick access toolbar versus having to search the drop down menu's to find this ...by: Todd K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
Allow for custom fields in Purchasing > Enter Orders Grid that are ...
Creating custom fields in PO Enter Orders that can use PO Detail descriptions OR allow for creation of custom fields that can be marked as required.by: Cyrius V. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
SSO security major problem
Sage SSO security has a major flaw, it doesn't link to, match, or follow the Sage CRE 300 record security. First of all it is inefficient and cumbersome. Second and ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
Enable MFA Compatibility for MyAssistance App
Microsoft depreciated App password functionality and due to the reason a lot of our clients are having issues sending emails as internal emails. Please work on a module ...by: JC D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Billings: Change Work-In-Progress
When entering a new line in Change Work-In-Progress, it requires the Contract Item to be seelcted using the Drop Down inatead of letting the end user enter it, can this ...by: Kao V. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
Add list to Recurring Invoices Set-up in Accounts Payable
I have over 30 monthly/bi-weekly/annual/semi-annual recurring invoices set-up in AP. To find one to modify it, I have to manually click through each one to find the one ...by: Melissa L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Add in vendor setup for the Tax ID # has to be entered or you have to ...
When setting up a new vendor it would be helpful to have a warning for the Tax Id number so you would have to put in the vendors Tax ID or check a box not applicable.by: Robin H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
Provide more clear direction on updates
Currently there are 5 separate documents referenced to do a software version update. There is the Important doc, the system requirements, the release notes, the user ...by: Bobby C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
HIde N/A Fields In Paperless
More fields than we need to see/use and clutter the entry and review screens for users. It draws attention away from entry fields that are important. I have turned tab ...by: Amanda J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
More Default Payment Types in Vendor Setup
There should be an option to add additional Default Payment Types, cheque and electronic are not enough. There's also credit cards and Billpay (a different kind of ...by: Heather C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Print to File Setting under Options should be selected at the User ...
Some users like to print their journals to the printer but others prefer to have them printed to file with the specified folder organization available in the Options - ...by: KATHLEEN M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
Additional security to view vendor EFT info
Would like to be able to add an extra level of security to prevent some users from seeing the vendor EFT informationby: Cory M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
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. ...by: Patti A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
1
Cash Management - Fix master.cmm file to update properly so cash ...
Bank Reconciliation Report - to fix balances on bank balance, register balance, and posted CM balance.by: Lisa W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Job cost-task-change entries. When units are changed the amount needs ...
Job cost-task-change entries. When units are changed the amount needs to be manually entered. Please change to an automatic calculation of units x unit cost. If you do ...by: Joanne H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Make it so when we upgrade, if you've added a new field, we can ...
Make it so when we upgrade, if you've added a new field, we can convert the existing custom field to go into that new field and delete the custom field we had setup to ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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