-
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. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
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 ...by: April D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
Renumbering
Create a renumbering that users can apply. For instance the balance sheet GL #'s were all setup incorrectly. Our liability accounts are in the 3000 range, would like to ...by: Shirley D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
allow joint checks received to be applied to AR customer/job and AP ...
allow joint checks received to be applied to AR customer/job and AP vendor/invoice at the same time. this is much more efficient for your users than the "work around". ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
make entries in cm post to banking vendor in AP
If we're making and entry in CM, whether it be interest Exp or Inc or Edit Register, we should be able for it to properly post to the AP Vendor table so that table has ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
Making Payables ACH payment entries to Cash Management the same as ...
Making the AP entries the same as the PY entries would make reconciling the bank statement a breeze. As it is now, you have to go back to each set of Payables ACH ...by: Kim P. | over a year ago | Last activity about a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
RP Retainage Summary report is inaccurate and NEEDS to be fixed.
It does not correctly display the balance of retainage in the AP application compared to the applicable GL account. But it's listed as the default report to use when ...by: Dan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
In AP Settings, under Accounting Date Usage, when you choose Invoice ...
In AP Settings, under Accounting Date Usage, when you choose Invoice Date or Date Received, the Accounting Date column goes away altogether when entering invoices. There ...by: Dan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
In Contract Based Billing, the Preview and Print Draft options are ...
The first invoice that I preview or print a draft of, takes way too long to preview or print. Please speed up this porcess.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
The ability to change a GL account without having to make an entry
The ability to change a GL account without having to make an entry would be far more efficient and not cause all the on and off line items in the GL.by: Kathleen W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
Sage 300 CRE AP - Have Expense Allocation populate invoice ...
Please have the descriptions for each line item in an Expense Allocation populate the respective description fields in the distribution breakdown of an invoice rather ...by: Russell H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
5
Be able to run a vendor history as a general report option
This should be a report under the payables function to be able to run a detail vendor historyby: Susan M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
Importing of GL Autoreversing Entries
Provide a method to import GL Autoreversing entries. A common use is for the recording of Over/Under Billings each month.by: Dennis S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
GL budget amount fields too short in entry screen
The database allows for 17 numeric characters in the GL budget amount fields. But when manually entering or importing a budget, only 11 characters are allowed. A 100 ...by: Sherry R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
GL account deletion warning
A warning should be given before deleting a GL account with activity or a balance including in prior year. While running 2017 reports to compare to 2018 we found a few gl ...by: Phil B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
5
Warn of closed periods in GL entry
Before posting journal entry should warn if there is a closed period for any of the line items. We have multiple companies that we may post to. When doing a JE for a ...by: Phil B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
Need better Forecasting/WIP functionality
There needs to be a better way to forecast and look at WIP into the future. Currently it can't be broken down within the system between cost codes and time frames. ...by: Curtis M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
Filter A/P select invocies to pay screen so multiple office locations ...
Provide a way for A/P entry persons at different physical office locations to scope the Select Invoice to Pay screen so they would see only their own invoices. ...by: Kevin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
10
Allow zero deposits in AR
AP allows you to write a zero check to clear invoices with a zero open balance. This would be great to do in AR for error correction.by: Sharon H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
5
In Cash Management, when splitting the GL Distribution, show the ...
In CM, when we enter a withdrawal and "Split" the Debit to multiple GL accounts, please show the GL Account description next to the GL Account number. Seeing the ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
Welcome to the Sage 300 Construction and Real Estate Ideas site!
