• Votes

    10

    Cash Receipts - Show Invoice Date

    Hi, Would love to be able to see invoice date when applying receipts in Accounts Receivable. At present it only shows the invoice number and amount, so if you send lots ...
  • Votes

    6

    Make list button on Record Manual checks, so you can select multiple ...

    When selecting the invoices from the list button, allow the windows shortcut keys so you can select multiple invoices at a time, and not one at a time. either use the ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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, ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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.
  • 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.
  • 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 ...
  • 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 history
  • 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.
  • Votes

    10

    Reverse GL Entry Button

    For GL entries that were posted by mistake, or in duplicate, it would be helpful to have a button to automatically create the reversing entry to back this out rather than ...
  • 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 7
  • Votes

    9

    Restrict user access to specific Bank Accounts

    In Record level security under CM Bank Account tab that list Bank accounts and Security ID level. Currently is available for reporting purposes, would like to see it ...
  • Votes

    10

    Let us apply an Accounts Receivable invoice to a different customer

    If an AR Invoice is unpaid and the invoice isn't linked to a contract, let us move the invoice to another customer (and job).