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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
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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
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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
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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
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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
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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
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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 ...by: Suzan P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
13
Show notes in Timberline on AP items
Is it possible to show notes attached to an invoice, or at least make it known that there are notes attached to the invoice. In Timberscan when notes are attached, they ...by: Jody M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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 ...by: Leticia F. | 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
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 ...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
6
Compliance Issue with Subcontractor's Lien Waivers
When a subcontractor has more than one application for payment in the system to be paid and is missing a lien waiver for one app but not the other one, the app with the ...by: Sarah V. | 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
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
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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
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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
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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
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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
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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
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
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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