• Votes

    6

    Add a function that copies the last entry made into that field type ...

    In our old software, we used F3 to copy the last entry made in that field type into the current field. This is helpful when setting up jobs with the same PO number or any ...
  • Votes

    1

    CM Edit Register Deletion Security

    In Sage 300 CM Edit Register, it would be great to require an approval in order to delete a transaction. We have had transactions from a closed GL period deleted from CM. ...
  • Votes

    3

    Increase character limit for work order descriptions in Service ...

    We are using the SSC Customer Portal very regularly. We have had several customers ask that the character limit on the work order description be increased (currently 200 ...
  • Votes

    1

    Allow Retainage GL Acct to be Changed from Adjust Receivables

    When I open the distributions for an invoice via Adjust Receivables, I can alter the primary Debit (AR) and Credit (Revenue) GL account numbers, but not the original ...
  • Votes

    2

    I would like the ability to enter reimbursements into service ...

    Our technicians often purchase material or have to pay for parking and need to be reimbursed but there is no spot for entering a reimbursement in posting time for service ...
  • Votes

    1

    Sage 300 CRE AP - Have Expense Allocation populate invoice ...

    Please have the descriptions for each line item in an Expense Allocation populate the respective description fields in the distribution breakdown of an invoice rather ...
  • Votes

    1

    Sage 300 CRE PR - Time Entry ability to use +/- keys to change date ...

    This was a feature in another accounting software I have used in the past and it would greatly increase the speed of data entry when an employee is at one job and one ...
  • Votes

    5

    Be able to run a vendor history as a general report option

    This should be a report under the payables function to be able to run a detail vendor history
  • Votes

    2

    Ability to report Sub Job information directly in MyAssistant

    I have been told that the only way to report financial information by sub job is through Crystal Reports. It would be more helpful to report on sub job information ...
  • Votes

    6

    I wish the scroll button on the mouse worked in the checking register.

    I am so used to using a scroll button to move quickly however, when I use the edit register feature it does not work thus slowing me down.
  • Votes

    2

    AR Create invoice Adjustment From Cash receipt

    A way for sage to automatically calculate when a customer pays electronically and a percentage is taken by the credit card processing company as a processing fee. For ...
  • Votes

    2

    I have multiple companies.

    I have employees that I need to copy from one company to the others. It would be great if there was a "copy" button to copy all of the set up from one company to the ...
  • Votes

    2

    My Assistant -Live Tile - Search

    Please add a search function to the My Assistant Live Tile.
  • Votes

    1

    PR - needs max units in pay id setups or fringe setups

    Would prevent our having to setup multiple IDs/accruals for things. Especially for COVID-19.
  • Votes

    1

    PR - needs max amount in pay id setups or fringe setups so it can ...

    That way it would populate and minimize entry setup on individual employees and thus prevent data entry error. Override would be changing an employee. A canned My ...
  • Votes

    3

    In GL Inquiries, let us sort by GL account description

    It woud be very helpful to be able to switch the sort order from Account ID to Account Description.
  • Votes

    1

    In AP Settings, under Accounting Date Usage, when you choose Invoice ...

    In AP Settings, under Accounting Date Usage, when you choose Invoice Date or Date Received, the Accounting Date column goes away altogether when entering invoices. There ...
  • Votes

    1

    Can we get a formula for California SDI that allows for the correct ...

    1. My accountant noticed that my PR tax rate for California SDI was incorrect for elective deferrals to 401k type plans. These elective deferrals aren't taxable for Fed ...
  • Votes

    1

    It would be helpful to allow simple math in the Quantity and unit ...

    other construction estimating products offer the opportunity to do some simple math in these cells and the text is saved in an item history, but even with out that it ...
  • Votes

    1

    In Contract Based Billing, the Preview and Print Draft options are ...

    The first invoice that I preview or print a draft of, takes way too long to preview or print. Please speed up this porcess.