• Votes

    4

    AR & AP Sales Tax Groups Reporting.

    The Sales tax group in included in the invoice record in AR but not on the tax records for the invoice only the Tax ID. By just including the Tax Group on the tax ...
  • Votes

    4

    AR deposits with cash receipts

    Please fix AR deposits with cash receipts to report the correct deposit and not delete non-invoice items on the deposit. It used to to that. this is not a true picture ...
  • Votes

    1

    Service mgmt - Work Order By Status Report

    This report should include which "Center" you would like to view work orders from. Our company hase different centers run by different individuals and it would be more ...
  • Votes

    4

    "contains" operator in JC Conditions

    JC - Reports - Purchase Order by Range - Conditions Currently, the available operators are: Equal Greater or equal to Less or equal to Greater than Less than Not equal ...
  • Votes

    2

    Inquiry or Report that list if a company/phase has e-filed 1099's for ...

    Have Aatrix provide you with confirmation of 1099's filed for each entity, so you can inquire or run a report that shows if you have an entity that has or has not e-filed ...
  • 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 ...