• Votes

    5

    Chat Analysts should be able to troubleshoot more issues

    The chat function is great in theory, however, the anaylsts are not very helpful. They cannot troubleshoot many problems or answer many questions. It would be great to be ...
  • Votes

    10

    AP Vendor Setup

    When you are in vendor setup the only way to close out of the screen it to be on the vendor #. No need for this you should be able to close and accept changes and not ...
  • Votes

    28

    The ability to organize the hierarchy order in Custom Fields.

    Currently, when you create a new field, it is listed at the bottom of the screen. It would be very helpful to rearrange the order of the fields to be able to group them ...
  • 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

    5

    Subcontractor Compliance Management - Write the "Draw" number from the ...

    It would help out tremendously for clients who generate lien waivers based on the Compliance Setting of "Create partial lien waivers at: Invoice payment selection". ...
  • Votes

    3

    Allow Active Field List window to enlarge in Report Designer

    The Active Field list that displays in Report designer is not large enough to read some of the fields. There are cases where the what is visible is identical to another ...
  • Votes

    4

    take decimal out to six places in purchasing

    items priced per hundred or thousand wont round out properly with only f places
  • Votes

    6

    SM Daily Processing - Print WO's by "Call Type" rather than by "WO #"

    In the Daily Processing, we would like a way to avoid printing out every single Work Order and we could do this if we had the option to select which "Call Type" and ...
  • 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

    6

    In AP you should be able to close out of an invoice and open another ...

    When I am looking at invoices, I sometime pull the wrong one and have to go back to the vendor list pull the vendor again pull the invoices down and choose again. Should ...
  • Votes

    5

    Importing Production Quantities

    We have a 3rd party software package which we use for bidding, job timecard capture and production analysis and planning. Production quantities are input at the cost ...
  • Votes

    13

    In AP we should be able to print an electronic signature on the checks

    Let us store an electronic signature to print on AP checks.
  • Votes

    11

    Integration with Xactware's Xactimate

    Who would want this: All insurance/restoration contractors who use the Xactimate estimating software honored by insurance companies. Why its valuable: Businesses who ...
  • Votes

    2

    In Sage 300 CRE v13.1 and higher you need to include a Mailing ...

    This would be helpful in reporting to different agencies. New hire requires Physical Address, and most everyone else requires Mailing address. Some agencies require ...
  • Votes

    6

    SageEstimating: Would be nice to have a way to undo after doing a ...

    There is an option to fill down when in the grid in Estimating but if we do and it was not a good move or we realize we took a few row extra by mistake, we have no way of ...
  • Votes

    23

    Project Management Job Contact List more interactive

    Make the Project Management Job Contact List more interactive by adding searches, filters, sorting etc. similar to what is available in Excel and Correspondence Log. As ...
  • Votes

    1

    Sage Estimating: Overhead / Profit Calculations (Previous Group Total)

    Scenario: Estimate Subtotal #1 $100,000 Overhead @ 10% $10,000 Estimate Subtotal #2 $110,000 Profit @ 10% $11,000 Estimate Total #3 $121,000 The correct calculation ...
  • Votes

    9

    When you enter a manual invoice in AR you should be able to print it. ...

    NOTHING MORE TO SAY.
  • Votes

    131

    PRINT OUTS- When you go into printouts it should not close out after ...

    It should be able to hold the place so that if the file you just opened is not the correct file you don't have to go through everything to get back into it and open ...
  • 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.