• Votes

    11

    1099 - vendor does not need one

    you need a box in the vendor set up that says vendor does NOT need a 1099., and a drop down box for a reason why not - supplier, corps, etc. you need a "positive" way to ...
  • Votes

    17

    We need an address field for 1099 information on the Vendor Record. ...

    The 1099 tab needs additional fields. I receive many W-9's with a different address than the remit to address.
  • Votes

    6

    Add ability to track IRS Form 1099 limited liability company tax ...

    The IRS requires Form 1099 to only be sent to limited liability companies whose tax classification on their IRS Form W-9 is P (partnership). Currently, Sage does not ...
  • Votes

    1

    AP Task - Verify Statement Balance should allow selection of verified ...

    Currently we are only able to verify all or unverify all. We have over a hundred purchases to select for a specific statement period and would like to just highlight the ...
  • Votes

    28

    Export to Excel

    Export to Excel in previous versions went right to an Excel file which was one of the best enhancements Sage has made. It was quick and easy, especially when numerous ...
  • Votes

    5

    Rearrange the order on the Vendor Setup tabs

    When using Vendor Setup, move the tabs into an order you use. Several tabs we do not need very often and there are few that I will use going from one to the other and ...
  • Votes

    3

    Show the AR deposit description in CM edit register

    Have AR Cash Receipts identified by their description in other applications like Cash Managements and General Ledger. For example: When I enter a cash receipt in ...
  • Votes

    2

    Closing Jobs\Projects

    Currently when we need to close jobs, we have to go to (3) different places. Contacts, Job Cost & Job Central. Too much, these modules should interface with each other.
  • Votes

    91

    Do not allow AP checks or payments to closed periods

    AP Print Checks, Record Manual, Quick Checks, EFT Payments, and Record Payments by Credit Card are allowing check dates and payment dates for closed period. It should not ...
  • Votes

    2

    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) ...
  • Votes

    13

    Clickable reports and drill down reports

    Especially in General Ledger but in all reports, it would be greatly appreciated to be able to click and drill down in reports to get to the entry.
  • Votes

    2

    Renumbering

    Create a renumbering that users can apply. For instance the balance sheet GL #'s were all setup incorrectly. Our liability accounts are in the 3000 range, would like to ...
  • Votes

    5

    Active Directory / LDAP Authentication

    Would like to manage security and permissions to the Sage software via Active Directory or LDAP.
  • Votes

    3

    Is the Sage 300 CRE application v13.1 able to be setup to use Active ...

    Is the Sage 300 CRE application v13.1 able to be setup to use Active Directory authentication? I asked because I'm seeking to deploy it through our Citrix environment. ...
  • Votes

    7

    In reports that Range on the job, need the job description displayed ...

    On job related reports, need the job description displayed in Ranges along with the job ID. In some cases the user is only familiar with the job name instead of the job ...
  • Votes

    9

    AR - make it possible to void any cash receipt or deposit, including ...

    AR - make it possible to void any cash receipt or deposit, including misc gl and misc jc, not just customer ones.
  • Votes

    5

    Billing Format should default from the first contract line item

    We can set the Billing Worksheet view in the first contract line item but the Billing Format needs to be entered on EVERY line. This is a problem if the Billing Format ...
  • Planned

    111

    General Ledger - ability to close or inactivate a GL account

    We would like an enhancement to the General Ledger account setup that allows us to Close or Inactivate a GL Account. This would prevent entries from posting to an ...
  • Votes

    2

    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 ...
  • Votes

    171

    I think you should be able to Merge Vendors.

    There are times when we end up with two different names for the same vendor, we would like to 'Merge' them and have all the data & transactions follows. Also I had a ...