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Planned
111
General Ledger - ability to close or inactivate a GL account
We would like an enhancement to the General Ledger account setup that allows us to Close or Inactivate a GL Account. This would prevent entries from posting to an ...
by: Michael K. | over a year ago | Last activity 20 days ago | Status changed over a year ago | 1 Financial Management
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Votes
1
How to collect payments
I’m a New user to sage: how do I collect or process credit and ach within the platform?
by: Erick V. | 22 days ago | Last activity 22 days ago | Status changed 22 days ago | 1 Financial Management
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Votes
3
Add a task to "Tasks" called "Receive Refund Check From Vendor" where ...
Add a task to "Tasks" called "Receive Refund Check From Vendor" where you would enter Vendor ID, amount and then a screen that would allow you to select credit memos to ...
by: Joseph C. | 4 months ago | Last activity 24 days ago | Status changed 4 months ago | 1 Financial Management
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Votes
6
Compliance Issue with Subcontractor's Lien Waivers
When a subcontractor has more than one application for payment in the system to be paid and is missing a lien waiver for one app but not the other one, the app with the ...
by: Sarah V. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
1
How to Recover the Lost QuickBooks Data?
Recovering lost QuickBooks data is crucial for businesses. Utilize backups or employ data recovery software promptly. Consult QuickBooks support for guidance. Prevent ...
by: Alex H. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | 1 Financial Management
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Votes
23
When printing Financial Statements allow for selection by Month End ...
When printing historical Financial Satements it is much more logical to simply type or select the month and year you need to report on rather than "rolling back" a ...
by: Mary M. | over a year ago | Last activity 4 months ago | Status changed over a year ago | 1 Financial Management
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Votes
18
Financial Statements - Allow Return to "Select Prefix Group" screen ...
I often have to run FS's for 15 different prefix groups all for the same period of time. As it is right now I have to get back in each time and select the same report ...
by: Lisa H. | over a year ago | Last activity 4 months ago | Status changed over a year ago | 1 Financial Management
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Votes
3
FEDERAL REQUIREMENT FOR NACHA FILES CCD FOR PAYING COMPANIES PPD FOR ...
IT IS A FEDERAL REQUIREMENT FOR NACHA FILES TO HAVE CCD FOR COMPANY PAYMENTS AND PPD FOR INDIVIDUAL PAYMENTS....NOTHING NEW...YOU SHOULD BE ON TOP OF THESE FEDERAL ...
by: LORI B. | 10 months ago | Last activity 5 months ago | Status changed 10 months ago | 1 Financial Management
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Votes
72
Allow us to make a Cash Management Bank Account Inactive
After we change banks, we need to be able to make the old bank accouts inactive
by: Mary Kay C. | over a year ago | Last activity 5 months ago | Status changed over a year ago | 1 Financial Management
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Votes
33
AP ACH File, "CCD" option
When generating the ACH payment file in AP the file itself defaults to "PPD" within the file. The banks that we use require us to change the "PPD" to "CCD" due to us ...
by: Billy S. | over a year ago | Last activity 5 months ago | Status changed over a year ago | 1 Financial Management
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Votes
90
Do not allow AP checks or payments to closed periods
AP Print Checks, Record Manual, Quick Checks, EFT Payments, and Record Payments by Credit Card are allowing check dates and payment dates for closed period. It should not ...
by: April D. | over a year ago | Last activity 5 months ago | Status changed over a year ago | 1 Financial Management
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Votes
32
Allow credit invoices to be included in Lien Waivers
Since Subcontractor Compliance was added, credit invoices are no longer included with the lien waivers. Need to choose when or which credit invoices should be included ...
by: April D. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 1 Financial Management
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Votes
6
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.
by: Mary Kay C. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 1 Financial Management
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Votes
6
Size of window & Filter for AR payment application
I would like to request that the window when applying payments be made computer size like other similar screens. Also, a Find or Filter function when applying payments ...
by: Marti L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 1 Financial Management
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Votes
3
In AP Enter Invoices, Increase the size of the Unit Cost field
When entering invoices in Accounts Payable, the maximum Unit Cost we can enter is $999,999.9999. Please let us enter Unit Costs that exceed $1,000,000.
by: Mary Kay C. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Bug - Commitment Import File format for unit price
I am sure this is a very smalll bug fix required in the software. Import commitment Item Units Price field takes only upto 6 digits though Job cost commitment table can ...
by: srivatsan r. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 1 Financial Management
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Votes
5
When entering an invoice against a PO/Commitment I need to be able to ...
In AP when entering an invoice against a Commitment, there is a window that pops up to allow you to pick the line item of the PO/Subcontract. This window is missing ...
by: Marilyn B. | over a year ago | Last activity 9 months ago | Status changed over a year ago | 1 Financial Management
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Votes
3
With Auto Reversing GL Entries, generate the original and the ...
Currently we first set up the Auto Reversing Entry, then we Generate the entry. Then we Generate the reversing entry. Please consolidate the process.
by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
1
AP default accounting date not available on default invoice date ...
The accounting date is available on the entry screen if default accounting date is set for entry date. But the field is not available if the default date is the invoice ...
by: Fran H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
customer name lookup in quickbill task
When entering quick bills, only the customer id shows. Please allow a best fit for the customer name as well.
by: Jennifer S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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