• Votes

    9

    requesting a pop-up screen with important notes about the customer or ...

    We are requesting a pop up screen to show important notes about the customer or vendor if needed that shows up when you go to entering invoices, inquiry or setup for that ...
  • Votes

    57

    Foreign Exchange

    Unlike a number of other accounting softwares, there is no functionality to handle foreign exchange which would be a great feature to have. While the initial transaction ...
  • Votes

    2

    Dunning letters

    Currently, dunning letters are a task in Sage ERP but not Sage CRE. I think Sage should spread this feature out across other platforms such as CRE.
  • Votes

    23

    When printing Financial Statements allow for selection by Month End ...

    When printing historical Financial Satements it is much more logical to simply type or select the month and year you need to report on rather than "rolling back" a ...
  • Votes

    1

    Under Tax Rate Setup that the "TAX LIABILITY PAYEE" receives under its ...

    At the TAX RATE SETUP a window is available for the specification of the Liability Payee. It seems as this classification of the "Payee" does not affect automatically the ...
  • Votes

    1

    Ability to enter stored materials on a unit price contract invoice

    I have a client that needs to show stored material on a unit price contract invoice. Even when you use the view that shows all columns, the stored materials column in ...
  • Votes

    18

    Financial Statements - Allow Return to "Select Prefix Group" screen ...

    I often have to run FS's for 15 different prefix groups all for the same period of time. As it is right now I have to get back in each time and select the same report ...
  • Votes

    2

    Add a column for "Amount this Invoice" in the commitment item ...

    When entering an invoice to several commitment line items, you can easily lose track of which commitment items were already selected in this invoice. Should have another ...
  • 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 ...
  • 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". ...
  • Votes

    4

    In AP, let us Edit Payments by Credit card

    When I make a mistake entering a payment by credit card, I have to enter a reversal. It would be great to be able to edit the payment & fix my mistake.
  • Votes

    3

    Let users who are not "Application Administrators" check the "Use PJ ...

    This should be an option in Security settings.
  • Votes

    6

    Increase the size of the Contract Item Description field

    We need to be able to enter much longer contract item descriptions. Thiirty chaacters isn't long enough for our "Description of Work" on our AIA bills.
  • Votes

    5

    Need the ability to reprint a GL journal entry

    Sometimes GL journal entries get lost or stolen off the printer. Yes, I know about the Automatically Print Journal option, but I don't want to use the only path option ...
  • Votes

    4

    Unapply accounts payable payments

    Provide ability to unapply payments in AP in the same manner that we do in AR
  • Votes

    1

    Add a second level of approval to AP vendor setup bank details tab

    The newish separate tab to update Vendor bank details is great, as you can restrict access to a small group of finance people to update them. This is very important to ...
  • Votes

    4

    In CM, allow access per bank account for Edit Register, Reconcile, ...

    Knowledgebase topic 37105 explains that in CM, "record level security" does not work as one would expect. Once we give an employee access to the Edit Register, Reconcile, ...
  • Votes

    2

    Need to be able to select All invoices with one click - like when ...

    When choosing invoices to pay in Select invoices for payment, I can condition the list by due date, and range it on vendor, then to choose all of those invoices, I simply ...
  • Votes

    1

    Add Last EFT and Last Credit Card to the Accounts Payable vendor ...

    Currently the Current balance tab on the Vendor Setup includes the Last Invoice and Last Check information but does not include Last EFT or Last Credit Card Payment. To ...
  • Votes

    1

    In Accounts Payable, when setting up a Recurring invoice, let us press ...

    Since we enter the Principal, Interest %, and number of payments when setting up a recurring invoice, it would be great if the system could calculate the principal & ...