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Votes
3
Allow entry of AR invoice and cash receipt at same entry point (like ...
Call me if you need more 510-636-4332by: Paul M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Make it so you can post from any module to any module. Eg CM to AP ...
This would save time and allow for greater accuracy. Our old software allowed us to post from any module to any module. After selecting a control account in the entry ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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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. ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
37
Make it impossible to post to a closed GL period from any module and ...
Make it impossible to post to a closed GL period from any module and mandatory and easy to change the date in the original entry. Perhaps a status that allows closing ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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 6 months ago | 3 Service Management
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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
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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
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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
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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
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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
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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
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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
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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
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Votes
3
Make it easier to signify a prenote in PR
Whenever the PR person needs to change an employees bank account and do a new prenote, it is necessary for an administrator to open the date field up to delete the old ...by: sally B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
5
AP Invoices length of 15 does not fit in Select to Pay on Sage 300 CRE
Make a note to users so that they do not get frustrated on this issue!!:-(by: Fred T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
10
Allow desigination of tax liability in purchase orders
There should be a way to indicate that the tax is use tax / tax liability so the tax amount can be sent to Accounts Payable and not affect the Purchase Order amount. ...by: Norman H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
7
Vendor Payment Type should be ODBC creatable
Currently when you setup a vendor, you can choose whether the vendor is Cheque or Electronic. That’s fine except when when a customer wants to stop using Cheques and ...by: Ben D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Send Orders to Commitments in version 13.1 results in rejections when ...
Send Orders to Commitments in version 13.1 results in rejections when the Insurance amount is a large valueby: Shiva Subramaniam M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
13
Service Management option to include sales tax in cost basis for parts ...
1. For our customers working in Kansas and some other Midwest states, the sales tax laws consider the construction/service company as the end consumer. The state will ...by: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
12
Service Management Use/Sales Tax accrual
Currently unable to accrue tax liability from SMby: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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