• Votes

    8

    Make one canned proper bank account reconciliation that prints after ...

    This will prevent us from having to print 3 reports in order to reconcile and show the detail of bank balance, cleared items, open items, gl balance, register balance. ...
  • Votes

    10

    Desktop Functionality - Add back Macros and File Folder to Favorites

    Cannot add new macros or file folder shortcuts to Favorites. Therefore, the only way I can see to run a new macro is to open the clunky old menu or run from my Windows ...
  • Votes

    3

    SAGE SQL Replicator Log (SLG) files location control

    Currently the log files for the SQL Replicator is being stored on the C drive under the Public folder, would like to be able to do 2 things. 1) limit the size 2) change ...
  • Votes

    1

    EQ-Import Cost & Revenue Rates

    Sage needs to create a look up table for the rates. Currently if importing transcactions a rate table must be present in the download file. The information is in ...
  • Votes

    2

    Estimate import to a change request should convert labor from 'ch' ...

    Sage300CRE 13.1 PJ - When importing an estimate to a change request/change order, it should be able to convert labor from 'ch' (crew hours) to 'Hrs'. As it stands now, I ...
  • Votes

    8

    Capability to import contact information from outlook.

    Sage300CRE V13.1 PJ - It would be nice to be able to import an existing contact or list of contacts from outlook into the project management system. I am just starting to ...
  • Votes

    5

    Drag and Drop Feature

    Sage300CRE V13.1 - It would be nice to be able have the option of dragging items from the desktop to an open Sage window. You could use it for text, files for ...
  • Votes

    6

    A space for the security code in the Credit card setup

    We use the credit card so there is a space for the credit card name and Number but there is missing a space for the Security code.
  • Votes

    1

    Record Security needs to restrict reports

    Record Security needs to restrict reports and inquiries by GL Company and GL Office. I added a user that should access only data for GL Office 1-02 and see only AP aging ...
  • Votes

    3

    In PJ, make the submittal log sorting available by the date of the ...

    By sorting by date, the submittals would be in chronological order and would remain in the same row throughout the submittal process, making it more user-friendly for ...
  • Votes

    1

    Sage 300/Desktop - Module folders (i.e AP, AR, GL) larger and ...

    Please make the Module folders (AP, AR, GL, PM) larger/different print/highlighted than the folders/files within a Module. It would make it much easier to read and sort ...
  • Votes

    8

    Subcontractor Compliance - Insurance set up prefill into commitment ...

    Allow prefilling of insurance info from the vendor set up into the commitment insurance set up so less duplicate entry needs to be done.
  • Votes

    13

    Timberline needs to work with higher resolution screens. It is ...

    Timberline needs to work with higher resolution screens. It is horrible on our nice new 24in 4K screens
  • Votes

    1

    Increase number of characters for Certified Project number in Job ...

    Certified Project If the job is a certified project in the United States, enter the project code to be used on the DOL WH-347 form. The code can have a maximum of 21 ...
  • Votes

    4

    All lists in contracts should show job name and number like job ...

    When setting up a contract, you have to go back to job cost to get the number and name. I think a list should pull in from job costing by name and number. You can then ...
  • Votes

    6

    In AP > Select Invoices to Pay > On Screen List - Option to see ...

    as well as the overall total amount that would be cut from all checks that have been selected. We can currently get this information from the Invoices Selected For ...
  • Votes

    2

    Found A Glitch with attached "File Links" in Payroll and Service ...

    After converting to a new server and upgrading to 15.1 all our "file links" were copied during the upgrade to the new server but the "file link" under notes, was still ...
  • Votes

    2

    Quick Billing-Clients with multiple Bill to address

    In the industry we are in, it could take a day to complete a job or several months, so we currently use Quick Bill. Currently Quick bill invoicing is a very manual ...
  • Votes

    1

    Quick Bill Invoicing-Cost Codes Auto Populate

    Currently Quick Bill invoicing is a very manual process. It would be nice to have the cost codes come over from each job once the job number is entered in the job field.
  • Votes

    4

    Add vendor contact info to the commitment record in job cost.

    Add vendor contact info to the commitment record in job cost. Ideally this would prefill from the vendor but be able to be overridden if a vendor has specific project ...