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Votes
11
Recurring Entry option in Cash Management
Cash management should have a function for recurring cash entries. We have a number of them that we post each month and it would be far easier if we could create a ...by: Kim F. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Other
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Votes
13
Ability to "Insert Row" in Enter Change Request
Currently, software only allows "Delete Row". Would be great to "Insert Row". This is especially helpful when trying to keep items grouped together on screen (by date, ...by: Christine S. | over a year ago | Last activity 10 months ago | Status changed over a year ago | 2 Project Management
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Votes
3
shorten file names project management
For Project Management tasks such as Change Orders, Change Requests, Commitment Change Orders, we would like to request that the embedded automatic names can be shortened ...by: Barrett H. | over a year ago | Last activity 10 months ago | Status changed over a year ago | 2 Project Management
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Votes
7
Cash Management
With respect to reconciliations, it would be useful to have an option to "de-select" either "All Checks", "All Deposits", or more often needed is to be able to specify ...by: Wendy G. | over a year ago | Last activity 10 months ago | Status changed over a year ago | 7 General Enhancements
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Votes
11
Add ability to import transactions to Cash Management!
Transactions can be imported into every other module - why not CM?by: David M. | over a year ago | Last activity 10 months ago | Status changed over a year ago | 7 General Enhancements
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Votes
8
Sage Estimating SQL should create a estimate file for PJ Change ...
Sage Estimating SQL v16.11 does not create a .pee file. The .pee file is needed for a PJ Change Request when you want to import an estimate that is already created. The ...by: Cory H. | over a year ago | Last activity 10 months ago | Status changed over a year ago | 2 Project Management
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Votes
5
Import Templates
Can you please create a file under the "Help" tab that only has Excel Import Templates & instructions/examples for anything that can be imported? Especially looking for ...by: Linda R. | over a year ago | Last activity 10 months ago | Status changed over a year ago | 2 Project Management
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Votes
7
Cash Management - Grid
Cash Management - It would be great if you could choose the order of the columns in the grid or select what columns you want to see? If that is not possible at least move ...by: dawn h. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Other
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Votes
11
I really have the need to be able to import "record payments by credit ...
I really have the need to be able to import "record payments by credit card ". This should include the ability to charge to a job if necessary.by: William A. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 1 Financial Management
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Votes
3
Billing and Pay Rate Tables - option to Inactivate
It would be nice to have the option to inactivate Billing Rate Tables and Pay Rate Tables that are no longer used. I am not ready to delete them, but would like to make ...by: Rachel D. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 2 Project Management
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Votes
10
Record Payments By Credit Card: Streamline process
(1) Allow multiple/range invoice selection rather than one at a time, (2) Create an Option to bypass reviewing the detail and (3) Eliminate invoices with $0.00 balance ...by: Tom M. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 1 Financial Management
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Votes
19
We would love to have the ability to import in accounts payable record ...
Please provide use the ability to import in accounts payable payments by credit card so that we don't have to do the two step process of importing invoices and then ...by: Kathy L. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 7 General Enhancements
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Votes
4
AP - need to be able to include invoice details with the electronic ...
We receive this information from our customers who pay electronically and are able to print the details needed for entering cash receipts in a bank report. This would ...by: Carolena T. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 1 Financial Management
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Votes
4
Electronic Payment NACHA format needs addenda Line 7 for invoice # to ...
Line indicator 7 would follow line indicator 6 and be linked to the invoice number. NACHA format uploads line 7 to the addenda field. The addenda field would then show on ...by: Patricia M. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 1 Financial Management
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Votes
8
AP need to void an Electronic payment and have the ability to ...
Need to Void an electronic payment and reselect the invoices so I don't have to go back and select all of them again. Thanks!by: Peter Q. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 7 General Enhancements
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Votes
4
Don't like 'Posting to a Future GL Period' warning printed on Check ...
In Accts Payable, when I have a month open (ie April), but am printing checks dated the next month (ie May). When I'm entering invoices on the screen it use to & still ...by: Shaunda M. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
5
Ability to Post to future periods is a must
Being able to post billings and contracts in the future months is a must in order for projections with the financials. Only being able to post one month ahead of what ...by: Billie Jo O. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 1 Financial Management
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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 11 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 11 months ago | Status changed over a year ago | 1 Financial Management
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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. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | 6 Payroll
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