• Votes

    11

    We would like to have a way to hide account #'s and cost codes that ...

    During our installation process, we were advised to enter several cost codes to use for training and now we can't get rid of them. Our cost code list begins with 11 cost ...
  • Votes

    3

    Lien waiver Issue Date should be able to select it to be the check ...

    The Issue Date assigned to the lien waiver is the system date. This should be the date of the check (how it used to work before Subcontractor Compliance was added). Or ...
  • 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 ...
  • Votes

    7

    Subcontractor Compliance Job selection list should have options to ...

    The Job selection list in the Subcontract Compliance Management window you can only select by the job description. Need the option to select by the Job number or by the ...
  • Votes

    3

    AP - need to be able to include invoice details with the electronic ...

    We receive this information from our customers who pay electronically and are able to print the details needed for entering cash receipts in a bank report. This would ...
  • Votes

    4

    CASH MANAGEMENT REGISTER BALANCE SHOULD NEVER CHANGE ON CLOSED ...

    Cash Management should not allow to void or alter any register balance in a closed accounting period. You should never have to reconcile a prior month after you have ...
  • Votes

    16

    $0 and negative Accounts Receivable payment applications.

    I wish that the Accounts Receivable module would allow negative and zero dollar payments. There are plenty of times when a company will pay us and we apply the payment, ...
  • Votes

    7

    A/R Adjustments Accounting Date doesn't hold the date I enter.

    When I try to do an adjustment using the A/R Adjustment option it requires me to enter an accounting date, but the date the system uses is the transaction date, not the ...
  • Votes

    2

    Billing calendar view.

    It would be nice if the calendar view when you are entering billings would allow you to see the current date with a few weeks before and a few weeks after instead of only ...
  • Votes

    6

    Warning or alarm when the Account Balance go under a certain limit

    We would like to see a warning or alarm pop up when an account balance go under a certain preset limit in Cash Management.
  • Votes

    1

    General Ledger, being able to print multiple trial balances at one ...

    We have many sub entities and every month we need to print trial balances for each entity. You have to go to report and then highlight the entity prefix each time you ...
  • Votes

    17

    import cash management transactions

    We would like the to be able to import cash management transactions.
  • Votes

    9

    CM allow interest to be entered while reconcilling

    When starting to reconcile a checking or savings account, allow interest to be entered on the first screen instead of having to enter it in Edit Register. Even basic ...
  • Votes

    2

    financial statement security

    enhancement to be able to have Financial Statement design security for one or more particular FS designs, for example, lower non admin user 1 can see the trial balance, ...
  • Votes

    4

    Need AP Import Invoices to automatically calculate the Discount amount ...

    Import Invoices will calculate the Discount Date and Payment date when those fields are left blank in the import file. Need it to also calculate the Discount amount based ...
  • Votes

    6

    AR - Add "search" or "find" button when in cash receipt selection

    When in the cash receipt selection window in AR, there is not a button to search quickly for invoices. I recommend a "search" or "find" button be added with an option to ...
  • Votes

    10

    Delete Invoices

    If an accounting month is closed you can't change an invoice but you can delete one as long as payment has not been made. If the period is closed, you should get a ...
  • Votes

    3

    1099'S totals to also include sales tax paid to vendor

    If you have your company settings in AP set to tracking tax usage, the amount that is reported in the tax column is not included in the 1099 totals for the total amount ...
  • Votes

    9

    Ability for Sage to do a amortization schedule

    Instead of using an outside software to get an amortization schedule to enter in AP, It would be nice if AP had a function to create the amortization schedule and use it ...
  • Votes

    11

    AR Tax needs an effective and terminated date added for rate changes

    Need to have the ability to drive in a future date for rate changes