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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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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
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 ...by: Donald 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
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
2
Cash Management Search function should have more than one option
When searching in Cash Management for a transaction, it would make sense to be able to search for a date and an amount not just one or the other.by: Laura 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
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
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.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
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
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.by: Mary Kay C. | over a year ago | Last activity about a year ago | Status changed over a year ago | 1 Financial Management
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