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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. | 5 months ago | Last activity 4 months ago | Status changed 5 months ago | 1 Financial Management
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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. | 8 months ago | Last activity 5 months ago | Status changed 8 months ago | 1 Financial Management
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Votes
10
I really have the need to be able to import "record payments by credit ...
I really have the need to be able to import "record payments by credit card ". This should include the ability to charge to a job if necessary.by: William A. | over a year ago | Last activity 7 months ago | Status changed over a year ago | 1 Financial Management
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Votes
9
Is it possible to import Excel entries into the Record Payments by ...
I create & have PM's complete Expense Reports for their credit card purchases which include the Job #, Cost Code, Category or GL account. It would save so much time if I ...by: Cori K. | over a year ago | Last activity 7 months ago | Status changed over a year ago | 1 Financial Management
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Votes
34
AP ACH File, "CCD" option
When generating the ACH payment file in AP the file itself defaults to "PPD" within the file. The banks that we use require us to change the "PPD" to "CCD" due to us ...by: Billy S. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 1 Financial Management
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Votes
6
Invoice descriptions changed in AP are not changing in job cost. We ...
Invoice descriptions changed in AP are not changing in job cost. We rely heavliy on our job cost reports. I know there is a work around, but I would have thought ...by: Deanna C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 1 Financial Management
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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. | 8 months ago | Last activity 8 months ago | Status changed 8 months ago | 1 Financial Management
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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 8 months ago | Status changed over a year ago | 1 Financial Management
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Votes
5
Add a task to "Tasks" called "Receive Refund Check From Vendor" where ...
Add a task to "Tasks" called "Receive Refund Check From Vendor" where you would enter Vendor ID, amount and then a screen that would allow you to select credit memos to ...by: Joseph C. | over a year ago | Last activity 9 months ago | Status changed over a year ago | 1 Financial Management
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Votes
8
Someone who has access to one module only can see everything by going ...
We have an employee who has access to AP and JC only. Yet, when in AP or JC, if she goes to File>Printouts, she will see all activity in all modules, including how much ...by: Diane S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Allow option to adjust AP invoices
Allow option to apply credits or other types of adjustments to AP invoices, similar to AR adjustments. Allow the change of distributions to various GL accts, with ...by: Gaylene W. | 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
Select Sage field for NACHA Individual Identification Number
User should be able to select the field that populates the NACHA Individual Identification Number in Entry Detail Record Field 7by: Langston 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
1
Allow GL budgets to accommodate companies with different year ends (ie ...
We want to use the budgeted amount on our reports and financial statements. However, we can only create one budget for each year and if the companies do not have the ...by: Charlene 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
Auto generate Reference when recording payments by Credit Card
You don't always have an invoice number or reference number on the credit card statement to use when entering the Reference field in "Record Payments by Creidt Card". ...by: Teresa W. | 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
Let users who are not "Application Administrators" check the "Use PJ ...
This should be an option in Security settings.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
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
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Votes
6
Pay when paid
In prior construction ERP software, I had the ability to link payables associated with a job to A/R for that job so that when the bill was paid it scheduled the payable ...by: Haley W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
5
Outstanding Check list
It would be great to be able to run an outstanding check list in Cash Management for a specific period. For example it is September now but I would like to see all ...by: Haley W. | 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
Delete unposted batch
We ran into a problem this morning where our Accounts Payable person accidentally selected the wrong "bank" in our system to print checks. The batch hadn't posted to GL ...by: Haley W. | 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
AR Customer Totals table - have a total of written off and bad debt ...
It's great to see who we have billed and paid. But really we need to see who and the total we've written off or put as bad debt. This is true for all your customers, ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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