• 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    1

    In PJ on the Subcontractor Compliance Mangement window on the Lien ...

    This will help us with when we have to do a Release of Lien
  • Votes

    2

    Fix local Kansas City MO withholding tax reported on W-2 via Aatrix

    The Kansas City Mo withholding tax is not uploading to Aatrix correctly for Form W-2 and RD112 transmittal. Apparently it uploads the years amount entirely as if it were ...
  • Votes

    2

    WBS Item Sorting tab

    In the pervasive version of Estimating, I have a tab under Database Settings called "Item Sorting". That tab is not available on the SQL version. This tab allowed the ...
  • Votes

    25

    Operator stamp in Sage 300 should tracks who originally creates or ...

    Currently the Operator stamp tracks the person who last saved or updates it. But it would be better to have the Operator Stamp the person who originally creates it, such ...
  • Votes

    4

    be able to receive partial change request instead of the whole amount

    The whole change request needs to be approve to a change order. but Sage should allow partial approval of the change request, so we can track what is still open pending, ...
  • Votes

    3

    A tool, or at least a list of tables, to be able to update file ...

    It is not always possible to install Sage 300 on a new system and have the old system avaialble to migrate the data from. For data folders that have large amounts of file ...
  • 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 ...
  • Votes

    4

    Please make the PJ Field Report Records field replaceable so that we ...

    As a consultant, doing some testing on the new My Communicator for Outlook. Please, Please, make the PJ field report records fields replaceable so that we can allow the ...
  • Votes

    4

    More characters required in Payroll > Employee > Setup - "City St ...

    Due to Superstream implementation 1st July14 in Australia, the Super clearing houses utilise the Australia Post websites to confirm and accept mandatory fields such as ...
  • Votes

    12

    Custom fields in PR should allow for modifications

    Once you create a custom field in Employee Set up, you don't have the option to change formatting, type of field, etc. Sometimes these need adjustments after a field is ...
  • Votes

    3

    In AP payment selection view, it would be VERY helpful to identify ...

    Since we converted to Digital AP (Timberscan), the only way to tell if an open amount is Retainage or not is to select it for payment or view the attachment. Sounds ...
  • Votes

    13

    Show notes in Timberline on AP items

    Is it possible to show notes attached to an invoice, or at least make it known that there are notes attached to the invoice. In Timberscan when notes are attached, they ...
  • Votes

    48

    Window Resize Default

    The default inner window size is larger than outside. End users have to scroll in order to resize window. Issue happened since upgrading to 13.1. The solution we were ...
  • Votes

    1

    In Property Management add "Bill to Address" column in Property set up ...

    This column is in the Lease set up under charge controls and defaults to Street address. We use Billing address for billing out different utilities, repair invoices etc. ...