-
Votes
8
Make a canned report showing by work order the revenue, cost for ...
It is a very basic and mandatory accounting need to tie out totals by SM work order (just like we need to do by job) to the GL and financials. There is no accurate ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed 7 months ago | 3 Service Management
-
Votes
1
In accounts payable check selection, I keep getting booted out when I ...
When I hit the down arrow to move to the next vendor, I get an error code and it kicks me out of a/p completely.by: Heidi W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
1
Allow us to change the field type of some existing information fields ...
Allow us to change the field type of some existing information fields (dropdown list, checkbox, text). If we could change some to dropdown lists it would prevent typos. ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
2
In JC - Cost Code table - have the contract and billing fields that ...
In JC - Cost Code table - have the contract and billing fields that exist actually sum and populate so we can report on them easily. Reporting on the profit and loss of ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
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 directionby: Florence K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
-
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!by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
-
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 ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
-
Votes
8
Add transmittals sent to customers to the correspondence log ...
When sending a transmittal doc to a customer, it is not being added to the correspondence log automatically. You must open the email and then add to log. It would save ...by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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.by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
-
Votes
24
EMAIL ADDRESS - Add Column in Job Set Up
Please add a column for email on PJ Set Up Job. It would be beneficial to see the email address for contacts as fax machines are a thing of the past. Could you please ...by: Kathy C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
16
Project management commitment change order log should include the ...
In many places the commitment change order number is not listed. This is SUPER inconvenient. It should at least be on the report that is a log of the change orders. ...by: Florence K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
19
We would like to have the option for employee name default for entry ...
We have several employees and are not always able to memorize the employee id numbers. It would help with faster time entry and check entry if you could have a default ...by: Tonya A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
-
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 ...by: Chad J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
3
For Summary Vendors it would be very helpful on the Pending Invoice ...
that's all I gotby: Florence K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
5
Add the ability to import Excel estimates into Sage Estimating
Currently Sage does not allow the import of estimates created outside of Sage Estimating in Microsoft Excel. The ability of being able to import would greatly decrease ...by: Martin H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
13
FS: should not have to redesign financial statements (or create ...
If your financials include prior year balances, as soon as you close the yearend the numbers can no longer be read. It's January 2015 and we just closed 2014 but now I ...by: Sharon S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
26
CM Inquiries and Reports should be able to access Vendor Name
Example: The Bank Register Inquiry will show the vendor name in the Description field if a cheque has been issued, however if payment is made electronically, the EFT code ...by: Diane A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
1
Importing Sales Tax from EE to CR
In estimating, I have sales tax that is normally allocated throughout the estimate. It is shown in the summary where the add-ons are located. When I try to import an ...by: Kevin H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
4
Sage Estimating - Price update file
My company uses third party software to receive pricing and we upload those prices into the item databases through the price update file feature in Timberline 9.6. This ...by: Stephen F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
20
Provide option to create lien waiver records by check and job
Currently a separate lien waiver record is created for every invoice on a check payment. This creates multiple excess records when a) you're paying multiple invoices per ...by: Sherry R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
Welcome to the Sage 300 Construction and Real Estate Ideas site!
