• Votes

    8

    Cash Management - Make a way to import cleared ACH and deposits like ...

    Cash Management - Make a way to import cleared ACH transactions subtractions and additions and deposits like we can for import cleared checks. This would save customers ...
  • Votes

    7

    Cash Management - Grid

    Cash Management - It would be great if you could choose the order of the columns in the grid or select what columns you want to see? If that is not possible at least move ...
  • Votes

    11

    Add ability to import transactions to Cash Management!

    Transactions can be imported into every other module - why not CM?
  • Votes

    7

    Cash Management

    With respect to reconciliations, it would be useful to have an option to "de-select" either "All Checks", "All Deposits", or more often needed is to be able to specify ...
  • Votes

    11

    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

    10

    Record Payments By Credit Card: Streamline process

    (1) Allow multiple/range invoice selection rather than one at a time, (2) Create an Option to bypass reviewing the detail and (3) Eliminate invoices with $0.00 balance ...
  • Votes

    19

    We would love to have the ability to import in accounts payable record ...

    Please provide use the ability to import in accounts payable payments by credit card so that we don't have to do the two step process of importing invoices and then ...
  • Votes

    8

    AP need to void an Electronic payment and have the ability to ...

    Need to Void an electronic payment and reselect the invoices so I don't have to go back and select all of them again. Thanks!
  • Votes

    4

    Electronic Payment NACHA format needs addenda Line 7 for invoice # to ...

    Line indicator 7 would follow line indicator 6 and be linked to the invoice number. NACHA format uploads line 7 to the addenda field. The addenda field would then show on ...
  • Votes

    4

    AP - need to be able to include invoice details with the electronic ...

    We receive this information from our customers who pay electronically and are able to print the details needed for entering cash receipts in a bank report. This would ...
  • Votes

    5

    Ability for AP to send Electronic Payments to Cash Management in Batch ...

    Reduce clutter in CM and reflect entries in statements from your bank.
  • Votes

    4

    Don't like 'Posting to a Future GL Period' warning printed on Check ...

    In Accts Payable, when I have a month open (ie April), but am printing checks dated the next month (ie May). When I'm entering invoices on the screen it use to & still ...
  • Votes

    3

    Billing and Pay Rate Tables - option to Inactivate

    It would be nice to have the option to inactivate Billing Rate Tables and Pay Rate Tables that are no longer used. I am not ready to delete them, but would like to make ...
  • Votes

    5

    Ability to Post to future periods is a must

    Being able to post billings and contracts in the future months is a must in order for projections with the financials. Only being able to post one month ahead of what ...
  • Votes

    35

    Job Setup

    Need to be able to navigate Job Setup with keyboard as before. Now when I want to close a job, I need to type the job number, grab the mouse, move it over to the status ...
  • Votes

    22

    Office 365 Compatibility needs to be established and maintained for ...

    Sage products, like Timberline/SAGE 300 CRE should be compatible with Microsoft's office flagship product, O365 2013 & 2016. Currently none of the versions of the ...
  • Votes

    8

    Let us customize the columns we see when entering cash receipts

    "Cash Receipt Selection window" , let us display additional information - Invoice Date, etc.
  • Votes

    6

    Active Directory / LDAP Authentication

    Would like to manage security and permissions to the Sage software via Active Directory or LDAP.
  • Votes

    10

    Give us the ability to choose the default Status of a Job and Extra ...

    Allow us to choose the default Status of both New Jobs (Job Cost Set-up Window - Status Tab) & Status of Extras (Extras window - general tab) so that we can choose the ...
  • Votes

    12

    HOW DO WE GET ATTENTION FOR TINY ENTRY SCREENS

    HOW DO WE GET ANYONE'S ATTENTION ON THE TINY ENTRY SCREENS? ALL THE DIFFERENT COMMENTS ADD UP TO A LOT OF UNHAPPY PEOPLE WITH THE TINY AP, GL, ALL ENTRY SCREENS