• Votes

    1

    In Billing Inquiries, when I go into Attachments, let me access the ...

    When I click on the paperclip to get to the attachments, I can only get to the "invoice" attachments. I want to access the Customer notes at this point, not just the ...
  • Votes

    3

    All canned reports should pull company name and address from GL ...

    All canned reports should pull company name and address from GL company, not from the data folder. We have multiple data folders and multiple entities are tracked from ...
  • Votes

    1

    Between version 12 and 13 and the combination of moving from XP to ...

    Between version 12 and 13 and the combination of moving from XP to Windows 7, we now can no longer utilize when we print in the page range section the selection and or ...
  • Votes

    7

    Job Cost – Request table with State, City and County

    Request table that indexes states and cities to counties. I have the need to print revenue by State, County and City. Because I can’t find where Sage 300 CRE has a ...
  • Votes

    1

    fix financial statement designer totals and horizontal totals

    FS totals are broken and horizontal totals are impossible to see when created
  • Votes

    6

    When I set up a vendor in a/p in fill in the address I'd like it to ...

    If the remittance address is set up in AB it comes into the AP vendor but it doesn't flow in the other direction
  • Votes

    1

    Subtotals don't calculate in My Assistant since upgrading to 13.1, ...

    Please fix it so subtotals work. My Assistant is great, please keep developing its capabilities!
  • Votes

    2

    Please make it so in My Assistant we can attach reports as .txt.

    Allowing us to attach Report Designer reports in My Assistant as .txt will allow us to easily and efficiently change the extension to .csv and open the report in excel ...
  • Votes

    2

    Please provide canned employee turnover reporting for a date range.

    This data is requested frequently and would be helpful if provided in a canned report where we enter the date range in the prompt.
  • Votes

    1

    Please revert AR Deposit reports back to 9.7 version where refunds ...

    The Deposit reports should detail the funds deposited into the bank. They should NOT be adjusted for refunds. Refunds reduce the bank account through AP. That does NOT ...
  • Votes

    6

    after upgrading from 9.8 to 14.1 my custom crystal reports print ...

    After upgrading from 9.8 to 14.1 custom reports did not print properly and were garbled then we ran upgrade crystal reports and the problem is still there. Tried ...
  • Votes

    1

    JC dashboard reports need to use a forecasted cost instead of estimate ...

    The Executive Dashboard JC reports are using the estimate for final cost when an item is incomplete. This is innacurate as the estimate is based on the bid and projects ...
  • Votes

    3

    Please standarize the heading labels on reports

    the heading labels are incredibly inconsistent between reports and between modules. Please put some effort into standardizing them so they are easier to read. Also, ...
  • Votes

    1

    Reports Standard Estimating Items not to show cost units only. ...

    For the client only need to show the items description quantitiy unit no costs. Total Cost to be shown on grouping only....
  • Votes

    16

    Compliance report listing all non-compliant Subs/Vendors

    Please create a report that is not vendor or job specific, but will show all vendors that are out of compliance. The only reports currently available require a specific ...
  • Votes

    8

    Add Address Book to Inquiry Designer

    The standard inquires for Address book are useless. Why is Address Book not included in the modules for Inquiry Designer?
  • Votes

    2

    inquiry Operators

    Please add an inquiry Operator for "is in list", it will allow the results to be for multiple items such as charge types in PM. Currently you would have to select each ...
  • Votes

    4

    add page totals to reports

    In Report Designer, there is no way to add "Page X of Y" to the header. Right now it just shows "Page X". It would awesome to be able to see how many pages total there ...
  • Votes

    6

    Inquiry Column Option to add multiple fields at once

    When inserting addtional columns into an Inquiry you should be able to select multiple fields to add at the same time instead of having to click column options for each ...
  • Votes

    1

    Allow Better Formula Creation UI

    When creating reports in Report Designer - stacking IF statements and other commands can leave you without much visual clue as to where certain statements start and end. ...