• Votes

    7

    In JC let us unapprove an approved commitment Change Order

    Once a commitment CO has been approved in JC, we are unable to change it. We would like to just unapprove the CO & adjust it, rather than having to enter a negative ...
  • Votes

    36

    Put in a WARNING message if an invoice gets logged in with an ...

    Put in a warning message if an invoice gets logged in with an accounting date that is more than 6 months ahead of the current month in GL. With the current system, not ...
  • Votes

    1

    enter budgets grid add running total

    When entering budget figures on the grid should have a running total just like do on gl entries.
  • Votes

    1

    Offset accounts visible in CM from AP Transactions

    Currently, the offset account is blank in CM Edit Register when looking at transactions originating from AP. Allow the offset account to be seen in CM Edit Register from ...
  • Votes

    6

    In payroll let us enter negative earnings and have the system ...

    At times we need to move earnings from one job to another. Let us enter negative hours and earnings against one job and positive earnings against the correct job. ...
  • Votes

    8

    In General Ledger, warn users when they are about to create an account ...

    When entering a General Ledger account (for example, in GL - Record Entries), if you are using a prefix/base structure, Sage does not warn you if you accidentally enter ...
  • Votes

    2

    Add the GL Accounts to the Retainage Released transactions so we can ...

    Please refer to KB article 24601 & Defect ID 503252 for details regarding my request.
  • Votes

    3

    On the Job record, Receivables Tab, please add fields to store the ...

    At times we want a quick inquiry showing the last time the job was billed. Please add "Last Invice Date" and "Last Invoice ID" fields to the Job record & store these ...
  • Votes

    3

    In AR- Tools, let us move from History to History

    We would l like to move out our very old AR History to another Data folder.
  • Votes

    7

    In GL let us close the fiscal year for multiple prefixes at once

    We have a couple hundred prefixes, and would like to be able to close multiple companies with the same fiscal year year end date, at the same time.
  • Votes

    3

    In Job Cost, let us copy a commitment and assign the copied commitment ...

    When creating a new commitment, it would be very helpful to be able to copy over an existing commitment and assign the copied commitment to the appropriate vendor.
  • Votes

    1

    When creating a commitment, let us copy and paste multiple commitment ...

    For example, we enter 5 commit items on the commitment. Items 6-10 are very similar to items 1-5, and we would like to copy & paste items 1-5 down to items 6-10. Then ...
  • Votes

    1

    Use the Bank Account prefix for customer cash receipts in AR

    When sharing an AR Master file, using the customer default prefix for customer cash receipts doesn't work because we share customers among multiple companies. We would ...
  • Votes

    1

    Security for Contracts - In each line item so that AR/Retainage AR GLs ...

    In each line items in Contracts under the Accounts tab the GL can be chosen for AR, REtainage AR and REvenue. There needs to be a permission to gray out these areas or 1 ...
  • Votes

    1

    When hitting Enter in the contract invoice billing worksheet allow the ...

    Have an option to either have the cursor go across the columns or down the column when entering a contract based invoice.
  • Votes

    1

    When entering a pending invoice, when I get to the description column ...

    When entering Pending Invoices in AP, the invoice description prefills into the distributon grid "Description" field for every line. When we have many distributions to ...
  • Votes

    2

    In Paperless APFlow Administration, give us the option to export ...

    Currently the Paperless "On Hold" invoices do not get exported over to AP. We need to see these "on Hold" invoices over in AP when our AP processors look at invoice ...
  • Votes

    8

    Please give the ability to change Vendor on AP Recurring invoice setup

    If an AP recurring invoice has a change in vendor, currently we have to delete the recurring invoice & setup a new one under the new vendor ID. Would like to have a ...
  • Votes

    1

    Contract based billing should allow you to copy and paste the entire ...

    We have our monthly owner billings set up through contract-based billing in the Billing module. A spreadsheet has been created that lists the contract item/cost code and ...
  • Votes

    1

    When entering GL Budgets let us add a range of GL Accounts.

    Currently when a new property is is purchased and we want to create a budget for it (using an existing Budget type), each GL account for the new property has to be added ...