• 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 & ...
  • Votes

    3

    Allow option to adjust AP invoices

    Allow option to apply credits or other types of adjustments to AP invoices, similar to AR adjustments. Allow the change of distributions to various GL accts, with ...
  • Votes

    72

    Allow us to make a Cash Management Bank Account Inactive

    After we change banks, we need to be able to make the old bank accouts inactive
  • Votes

    8

    Set conditions for Change Entries is General Ledger

    Just like Inquiry-Entries-Entry Information, I would like to be able to set conditions and filter what entries I see for editing. When editing or deleting entries, ...
  • Votes

    4

    DRAW number should tranfer from AP to JC

    It would be great if the DRAW entry in AP invoices showed in JC Transactions/invoices. My draw number from AP is not showing in JC. Sage Support tested in their software ...
  • Votes

    1

    Add default Revenue table to the Equipment setup, and Job setup.

    Client would like to use multiple revenue tables for the same revenue code. He would like the ability to set the default revenue table on both the EQ setup and Job ...
  • Votes

    2

    Allow Allocation in A/P Change Invoices

    The Allocation option is only available when Entering new Invoices in the Accounts Payable module but not available when Changing an Invoice in the A/P module. Please ...
  • Votes

    2

    AR BL CN ability to easily reassign retainage to a different customer

    If retainage was held incorrectly to AR customer A, but should have been actually correct customer B. There should be an easier way to reassign retainage held from old ...
  • Votes

    5

    Apply customer payment with no sales invoice in account receivable

    I would like to be able to enter a cash receipt customer payment in account receivable without having to first enter a sales invoice. It should create a billing and cash ...
  • Votes

    6

    let me modify an reprint an ivoice without deleting it and re creating ...

    I need to add a PO number that I forgot to include when i created it. I understand my only option is to delete it, and recreate it?? this is at a ridiculous level that ...
  • Votes

    1

    accts payable manual/quick check posting journal

    the job cost recap section of this report is INCREDIBLY misleading. I showed this report to two other accountants in my office and asked them how much got posted to job ...
  • Votes

    11

    reuse check number

    my god, why do you make me jump through hoops to reuse a check number? this is ridiculous. I issued a hand written check so I cant change the number in my system. I ...
  • Votes

    5

    Allow the wheel on my mouse to roll through the transaction list in ...

    We have several humdred transactions in multiple bank accounts and it would be nice to wheel thru the listings instead of hitting the up and down buttons. Steve
  • Votes

    1

    On our cost-based AIA Bills, we need to be able to enter Stored ...

    On Cost-Based AIAs, we NEED to be able to enter an amount for Stored Materials for each contract line item. Perhaps allow us to enter an amount for stored materials ...
  • Votes

    5

    Let us use Job Central to set up Cost-Based Contracts.

    In Job Central, on the "Billing" tab, under "Type of Contract", add an option for "Cost Based". Then prompt for the information required on Cost Based Invoices - Rate ...