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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. | 7 months ago | Last activity 6 months ago | Status changed 7 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. | 10 months ago | Last activity 7 months ago | Status changed 10 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 8 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 8 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 9 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 10 months ago | Status changed over a year 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 10 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. | 10 months ago | Last activity 10 months ago | Status changed 10 months 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 10 months ago | Status changed over a year ago | 1 Financial Management
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Votes
1
How to Recover the Lost QuickBooks Data?
Recovering lost QuickBooks data is crucial for businesses. Utilize backups or employ data recovery software promptly. Consult QuickBooks support for guidance. Prevent ...by: Alex H. | 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
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. | about a year ago | Last activity about a year ago | Status changed about a year ago | 1 Financial Management
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Votes
3
FEDERAL REQUIREMENT FOR NACHA FILES CCD FOR PAYING COMPANIES PPD FOR ...
IT IS A FEDERAL REQUIREMENT FOR NACHA FILES TO HAVE CCD FOR COMPANY PAYMENTS AND PPD FOR INDIVIDUAL PAYMENTS....NOTHING NEW...YOU SHOULD BE ON TOP OF THESE FEDERAL ...by: LORI 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
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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Votes
3
Let us enter Budget Modifications without entering Change Orders
We need to modify the original estimate and Contract Item via a "Budget Modification". For example, we may want to move money from a contingency code to a specific cost ...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
4
Allow non-numeric characters in Check # fields for non-check bank ...
It is easier to separate non-check debits when doing your bank reconciliation if you can use letters in the Check # field (which for a non-check bank debit is a ...by: Joan 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
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
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