• Votes

    37

    Credit Card Payments

    We need to be able to select these in the same manor you select multiple vendors for payment with checks and generate a document to send to the vendor of the payments ...
  • Votes

    26

    quick bill - need for using crystal as a defaul type of report for ...

    I have many customers using Quick bill that complain about the lack of up to date looks of the quick bill. it would be so much nicer to be able to use a crystal report ...
  • Votes

    1

    credit card feature - the assigned bank ID is lost after reconciling ...

    if AP is assigning the bank ID at time of entry, when the charge ticket is reconciled to the credit card, the path for bank ID is lost. This makes this function useless ...
  • Votes

    2

    Revenue adjustments for WIP through JC

    The ability to create revenue adjustments for month end WIP entries through JC. This could easily be done through DC by adding a new transaction type for revenue or WIP ...
  • Votes

    6

    In General Ledger, add ability to move transactions from history back ...

    Need the ability to move transactions from History back to Current to easily undo moving errors. Had the situation where in normal workflow entries are moved from ...
  • Votes

    1

    Please add the date to the invoice entry stamps (which just show a ...

    On the invoice approval page it shows Rec'd, Entered, Approved, Reviewed & Posted with a Time Stamp. It would be helpful to see the date also.
  • Votes

    2

    License Number Field In Accounts Payable for Subcontractors

    Create a Field on the first page of Vendor Info that is the License Number for the state a subcontractor is licensed in. Or maybe there should be more than one, if a ...
  • Votes

    3

    Allow editing of miscellaneous cash receipts! We are on Version 13 ...

    Call me if you need more! 510-636-4332
  • Votes

    3

    Allow entry of AR invoice and cash receipt at same entry point (like ...

    Call me if you need more 510-636-4332
  • Votes

    37

    Make it impossible to post to a closed GL period from any module and ...

    Make it impossible to post to a closed GL period from any module and mandatory and easy to change the date in the original entry. Perhaps a status that allows closing ...
  • Votes

    2

    In JC - Cost Code table - have the contract and billing fields that ...

    In JC - Cost Code table - have the contract and billing fields that exist actually sum and populate so we can report on them easily. Reporting on the profit and loss of ...
  • Votes

    8

    In A/P under enter EFT Payment - the system only allow 10 charactors ...

    In A/P under enter EFT Payment - the system only allow 10 charactors for the "Reference". It would be great if that were increased to 25. It would also be helpful if we ...
  • Votes

    4

    A/P non-compliant Vendor list to print with the Check Register.

    The non-compliant list would contain Vendors selected to be paid but no check printed because the vendors are not in compliance with settings selected in the A/P ...
  • Votes

    1

    A/P non-compliant Vendor list to print with the Check Register.

    The list would contain Vendors selected for payment but because of Not in-compliance with the settings set in A/P a check did not print.
  • Votes

    5

    Subcontractor Compliance Management - Write the "Draw" number from the ...

    It would help out tremendously for clients who generate lien waivers based on the Compliance Setting of "Create partial lien waivers at: Invoice payment selection". ...
  • Votes

    6

    Accounts Payable Move Payments should give a warning when the cutoff ...

    In AP Tools > Move Payments, if the cutoff date is entered as a future date there should be a warning message so the user can have an opportunity to verify and correct. A ...
  • Votes

    2

    Package Sage Fixed Assets Lite with Sage 300

    When I used Sage 50, it came packaged with Sage Fixed Assets Lite for Sage 50. We "upgraded" to Sage 300 several years ago, and I was very disappointed to find that we ...
  • Votes

    1

    In GL, allow us to close posting periods by Prefix B

    We use Prefix B to separate our various cost centers or departments. It would be helpful to mark certain ones as closed when we are finished the accounting for that ...
  • Votes

    1

    GL Master to GL Transaction Data Integrity check integrated into ...

    Currently the system does NOT validate an account from the GL master to the GL transaction history file. So you can have history in the transaction file and actually ...
  • Votes

    1

    CM secuirty -

    When you setup Security fro CM Bank accounts - even if you are not part of the security group assigned to Bank Account you can write checks on that account. only ...