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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 11 months ago | Status changed over a year ago | Other
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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 11 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 11 months ago | Status changed over a year ago | 7 General Enhancements
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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
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 11 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 11 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 11 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 11 months ago | Status changed over a year ago | Other
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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
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
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
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
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 ...by: Kathy L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Kimberley. H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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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 ...by: Kristi L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
7
Vendor Payment Type should be ODBC creatable
Currently when you setup a vendor, you can choose whether the vendor is Cheque or Electronic. That’s fine except when when a customer wants to stop using Cheques and ...by: Ben D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Send Orders to Commitments in version 13.1 results in rejections when ...
Send Orders to Commitments in version 13.1 results in rejections when the Insurance amount is a large valueby: Shiva Subramaniam M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
13
Service Management option to include sales tax in cost basis for parts ...
1. For our customers working in Kansas and some other Midwest states, the sales tax laws consider the construction/service company as the end consumer. The state will ...by: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
12
Service Management Use/Sales Tax accrual
Currently unable to accrue tax liability from SMby: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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