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Votes
12
you need to make recurring AP invoices easier
please experiment with QuickBooks to see how they do it, and emulate it to the extent your platform allows. if I want an invoice in on the 14th of every month, please ...by: tom b. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Accounts Receivable adjustment descriptions need to be accessible via ...
When entering an adjustment through AR > Tasks > Enter Adjustments, you have the option to enter a Reference and a Description. Both are text boxes. When then ...by: John D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
4
The automated intercompany feature should work for journal entries ...
The automatic offset should be created on each company when have multiple companies in one JE.by: Phil B. | 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 Change Invoices-let the user decide what date to use for the check ...
Currently when using cash method and doing AP Change Entries, the reversal of the check activity always posts to the original accounting period. Need the ability to post ...by: Lee D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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 ...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
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 ...by: Dan S. | 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
enter budgets grid add running total
When entering budget figures on the grid should have a running total just like do on gl entries.by: Phil B. | 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
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 ...by: Patrick K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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. ...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
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 ...by: Dan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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.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
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 ...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
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.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
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.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
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.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
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 ...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
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 ...by: Ruth M. | 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
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 ...by: Melissa 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
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.by: Chevon R. | 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
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 ...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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