• Votes

    17

    We need an address field for 1099 information on the Vendor Record. ...

    The 1099 tab needs additional fields. I receive many W-9's with a different address than the remit to address.
  • Votes

    91

    Do not allow AP checks or payments to closed periods

    AP Print Checks, Record Manual, Quick Checks, EFT Payments, and Record Payments by Credit Card are allowing check dates and payment dates for closed period. It should not ...
  • 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 ...
  • Planned

    111

    General Ledger - ability to close or inactivate a GL account

    We would like an enhancement to the General Ledger account setup that allows us to Close or Inactivate a GL Account. This would prevent entries from posting to an ...
  • 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 ...
  • Votes

    4

    Allow unapply of applied customer credit

    Allow unapplying of a customer credit in AR. It changes to an AR credit once it's applied to an invoice and it cannot be unapplied, and has to be voided and re-entered ...
  • Votes

    2

    $0 Zero Dollar AR deposit to offset + and - invoices

    Allow $0 Zero Dollar AR deposit to offset + and - invoices. This is much more accurate accounting than your "work around" for clearing offsetting items for which there ...
  • 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.
  • 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 ...
  • 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 ...
  • 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 ...
  • 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". ...
  • 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.
  • 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 ...
  • Votes

    8

    Someone who has access to one module only can see everything by going ...

    We have an employee who has access to AP and JC only. Yet, when in AP or JC, if she goes to File>Printouts, she will see all activity in all modules, including how much ...
  • 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?
  • 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 ...
  • Votes

    2

    AP EFT payment type CM

    When entering an EFT Payment type: - the vendor name does not populate the Description field in CM - the EFT description field should be the same length as the Vendor ...
  • 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 ...
  • 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 ...