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Votes
19
Close Modules
When closing the period (month/year/etc), it would be great if we could block access for the accounting clerks to post entries in AP, AR, JC. As it is now, we close the ...by: Becky G. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 0 Setup / Environment
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Votes
7
Sage SQL Replicator – Notifications for issues.
Working with client found that something happened to their SQL Replicator and it had not been updating for a month. Now that we are moving to production with the SQL ...by: Kevin E. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 0 Setup / Environment
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Votes
4
SAGE 300 CRE - Test Licensing
Hi Guys, Sage 300 CRE is massive program. Upgrades generate downtime and, when bugs need to be fixed, they generate a big amount of frustrations and long resolution ...by: Adrian P. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 0 Setup / Environment
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Votes
4
Improve support for multiple monitors
If a prompt box opens on the same screen as my Sage Desktop it is impossible for me to click or move the screen to find the prompt which is hiding behind the Desktop. I ...by: Leigh J. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Aatrix form updates should not require admin rights
In larger companies, users typically do not have admin rights to their PCs. The Aatrix forms updater requires admin rights. This should be changed, so users can update ...by: Jason L. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Sage Paperless Construction: Add API Key email functionality
Our organization uses Microsoft 365 hosted Exchange email server. I do not want to use an individual user's account to authenticate emails; nor, do I want to create an ...by: TEST T. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 0 Setup / Environment
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Votes
4
FEDERAL REQUIREMENT FOR NACHA FILES CCD FOR PAYING COMPANIES PPD FOR ...
IT IS A FEDERAL REQUIREMENT FOR NACHA FILES TO HAVE CCD FOR COMPANY PAYMENTS AND PPD FOR INDIVIDUAL PAYMENTS....NOTHING NEW...YOU SHOULD BE ON TOP OF THESE FEDERAL ...by: LORI B. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 1 Financial Management
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Votes
6
Allow unapply of applied customer credit
Allow unapplying of a customer credit in AR. It changes to an AR credit once it's applied to an invoice and it cannot be unapplied, and has to be voided and re-entered ...by: Hannah R. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 1 Financial Management
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Votes
1
AR Aging Report - Printing Attachments (notes)
When I print out an AR Aging Report I'd like the Attachments (notes) I've entered to print as well. What good is entering notes about an invoice when it doesn't show up ...by: Gina R. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | 8 Reports and Inquiries
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Votes
5
update certified pay rate table
It would be very helpful to have a location to update certified payrate tables without having to update each line on each job.by: Cory M. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 6 Payroll
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Votes
1
pay rate table searching
So far in just June we have added 100 jobs to Sage. Each job has at minimum 5 pay rates. That means I have thousands of pay rates in the Pay Rate Table. Each time the ...by: Gina R. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | 6 Payroll
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Votes
11
AP Generate Electronic Payments Options should pull from CM Bank ...
For people with multiple bank accounts: We have almost 50 bank accounts and every time we want to generate electronic payments in AP, we have to manually enter the ...by: Alexandra C. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 1 Financial Management
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Votes
7
Allow us to add a cost code or category to a job on the fly when ...
Perhaps add a check box to AP Settings to allow us to add Cost Codes/Categories during Import Invoices.by: Mary Kay C. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Do not show inactive vendors in Sage Paperless F4 Lists
Currently when you F4 for the vendor list while indexing, every vendor shows up, even if they are marked as inactive in Sage 300. We are having to put "DO NOT USE" in the ...by: Sara F. | 4 months ago | Last activity 3 months ago | Status changed 4 months ago | 0 Setup / Environment
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Votes
2
Do not show terminated employees in Sage Paperless F4 lists
Currently when you F4 for the employee while indexing, every employee shows up, even if they are terminated in Sage 300. We would like the option to have these employees ...by: Sara F. | 4 months ago | Last activity 3 months ago | Status changed 4 months ago | 0 Setup / Environment
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Votes
7
Payroll - change employee set up misc info tab last cheque amount to ...
Payroll Misc Info tab shows a field for Last Cheque Amount and will only populate with cheque information and not direct deposit payment amount. This field should ...by: Shelly B. | over a year ago | Last activity 4 months ago | Status changed over a year ago | 6 Payroll
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Votes
1
Error messages/ Warnings
Need for error messages/ warnings: If I enter a date later (greater than) the period end date, I get a warning. Why do I not get a warning if I enter a date before the ...by: Steve D. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | 6 Payroll
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Votes
1
Import to Employee Setup - Deducts Table
Create a process that allows for imports to the employee set up - deducts tables. All fields would be nice but specifically Deduct ID & Amount fields. This would be very ...by: Miranda B. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | 6 Payroll
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Votes
1
Import to Employee Setup - Pays Table
Create a process that allows for imports to the employee set up - pay tables. All fields would be nice but specifically Pay ID & Amount fields. This would be very ...by: Miranda B. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | 6 Payroll
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Votes
1
Service Management - Add column for State in Customers view
The Service Management "Customers" view does not have a column for the State like the "All Locations", "Jobs", and "Vendors" views do.by: Roger D. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | 3 Service Management
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