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Votes
3
Update Vendor Insurance from Sage Paperless
When indexing Certificates of Insurance in Sage Paperless, auto update AP Vendor Set-up Insurance. As of right now there is no point to index in Sage Paperless, since you ...by: Theresa H. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Other
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Votes
3
Sage Paperless / AP Check Review
When you enter the check review module, the window that displays the checks is in an order that is not helpful. Checks should be displayed with the most recent date, once ...by: Steve B. | over a year ago | Last activity 7 months ago | Status changed over a year ago | 7 General Enhancements
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Votes
5
In AP, let us Edit Payments by Credit card
When I make a mistake entering a payment by credit card, I have to enter a reversal. It would be great to be able to edit the payment & fix my mistake.by: Mary Kay C. | over a year ago | Last activity 7 months ago | Status changed over a year ago | 1 Financial Management
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Votes
2
Sage Paperless Construction: Allow for Routing by Overhead Expense ...
Would like the ability to set up Routing Rules, not based on Job, approver, or dollar amount, but instead, based on the overhead expense types of Vehicle, Equipment, and ...by: TEST T. | over a year ago | Last activity 7 months ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Sage Paperless Construction Rejected Invoices
Provide a method to tag Sage Paperless Construction invoices that are in Rejected status other than having to check the invoice manager. How about a notification similar ...by: TEST T. | over a year ago | Last activity 7 months ago | Status changed over a year ago | Other
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Votes
3
Close MULTIPLE jobs/projects in the Job Cost & Contract Modules at one ...
Right now, in order to close a job/project, I need to open the job/project in the Job Cost Module and then go to two (2) different tabs where I have to click on two (2) ...by: Linda R. | over a year ago | Last activity 7 months ago | Status changed over a year ago | 2 Project Management
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Votes
60
Vendor Name in Cash Mangament Check Register When Posting EFT Payment
When entering an EFT Payment in Accounts Payable, we have to enter it in the Manual Check/Quick Check option- which also includes posting an EFT Payment. First of all, ...by: Shelley D. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 1 Financial Management
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Votes
35
EFT payments need to be tied to the bank reconciliation report
Vendor name is not listed on the bank reconciliation report for EFT payments. This makes it difficult to determine each month who the o/s payment is to. Our auditors ...by: Helen L. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Other
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Votes
3
AP vendor last electronic payment tab like we have for check
in ap vendor setup if we could have a tab for last electronic payment like we do for physical checkby: Teresa M. | 10 months ago | Last activity 8 months ago | Status changed 10 months ago | 0 Setup / Environment
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Votes
2
Import Physical Count
It takes quite a while to update the physical count in Inventory one item at a time. It would save quite a bit of time to be able to import the physical count from a ...by: Jeremy S. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
2
Paperless: allow export invoices to closed jobs
Currently we have to open the job in Sage if it is closed to export invoices from Paperless to Sage. We allow costs to closed jobs in the JC module, this is not ...by: Amanda J. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Other
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Votes
4
add a security feature to not allow change requests to be deleted
we want to control who can delete change requests using the security feature.by: Jack G. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 2 Project Management
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Votes
3
Allow Recurring Entries in GL to have an end date/period
For recurring entries in GL, there is not currently the function to setup an end date for the recurring entries to stop. For example, we have an insurance payment that ...by: Brice A. | about a year ago | Last activity 8 months ago | Status changed about a year ago | 7 General Enhancements
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Votes
6
In Accounts Payable, let us move payments by job
It would be great to be able to move payments through a cut off date for specific jobs.by: Mary Kay C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 1 Financial Management
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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.by: Mary Kay C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
4
In Purchasing, let us partially invoice a receipt.
We enter receipts as the materials are received. At times we receive multiple invoices for that receipt, and we are unable to partially invoice the receipt. We do not ...by: Mary Kay C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
27
In Report Designer, allow us to insert logos
Let us pull Logos into Report Designer report designs.by: Mary Kay C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
20
In Report Designer, let us copy & paste
Let us copy, cut, and paste within the body of the report & when creating or editing a formula.by: Mary Kay C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
10
Let us renumber a job in Job Cost
We have a job incorrectly set up with an incorrect section. Costs and billing have hit this job. We want to just renumber the job and have all of the job's transactions ...by: Mary Kay C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Other
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Votes
11
Let us apply an Accounts Receivable invoice to a different customer
If an AR Invoice is unpaid and the invoice isn't linked to a contract, let us move the invoice to another customer (and job).by: Mary Kay C. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 1 Financial Management
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