• Votes

    1

    ROE Print Preview

    With the new update of the Generate ROE's you can no longer Print Preview your ROE's to be submitted. I don't understand why this was removed. I find this to be a helpful ...
  • Votes

    1

    Eliminate case sensitive search - Purchasing

    When searching for a previous order / change order / reciept in purchasing by vendor, the search is case sensitive. This is not the case when searching by vendor in ...
  • Votes

    1

    In Billing Inquiries, when I go into Attachments, let me access the ...

    When I click on the paperclip to get to the attachments, I can only get to the "invoice" attachments. I want to access the Customer notes at this point, not just the ...
  • Votes

    1

    Allow payroll department setup to have a separate GL account for taxes ...

    Allow payroll department setup to have a separate GL account for taxes and another for fringes instead of one burden account
  • Votes

    3

    All canned reports should pull company name and address from GL ...

    All canned reports should pull company name and address from GL company, not from the data folder. We have multiple data folders and multiple entities are tracked from ...
  • Votes

    2

    Dunning letters

    Currently, dunning letters are a task in Sage ERP but not Sage CRE. I think Sage should spread this feature out across other platforms such as CRE.
  • Votes

    23

    When printing Financial Statements allow for selection by Month End ...

    When printing historical Financial Satements it is much more logical to simply type or select the month and year you need to report on rather than "rolling back" a ...
  • Votes

    1

    Under Tax Rate Setup that the "TAX LIABILITY PAYEE" receives under its ...

    At the TAX RATE SETUP a window is available for the specification of the Liability Payee. It seems as this classification of the "Payee" does not affect automatically the ...
  • Votes

    1

    SM - Work Orders: Allow all status codes to be available for both ...

    Allow all work order status codes, "On Hold" for example, to be available for both Time & Materials and Small Job Work Orders.
  • Votes

    6

    Commitment Change Order Status to default to CO Request in lieu of ...

    To avoid approving a commitment CO by error.
  • Votes

    3

    In JC Job add PY (prior year) totals please for ease in reporting.

    In JC Job add PY (prior year) totals please for ease in reporting.
  • Votes

    3

    In IV please make the job lookup faster, it is way to long and lags ...

    In IV please make the job lookup faster, it is way to long and lags during typing. It is not efficient for our team to wait a few seconds between typing each letter when ...
  • Votes

    1

    In Sage 300 when we enter direct costs the system sometimes tweeks out ...

    This is just challenging when entering many lines if you get haulted by this weird glitch
  • Votes

    3

    We are using Sage 300, it would be fantastic if we could condition by ...

    A contains condition would be great!
  • Votes

    3

    Batch print invoice proofs

    We review a lot of work orders on a weekly basis before invoicing them and need to print the invoice proofs. It would make life much easier if we could batch print ...
  • Votes

    2

    Item Takeoff Grid Modification - Sage Estimating

    In the item takeoff grid, include a field for "Category" or "Job Cost Category" so we can tell the cost type of the item we are selecting. This has been a constant ...
  • Votes

    2

    Add Header and Footer integration for Document Designer

    Would like to enter fields into the header or the footer and have it display properly instead of it showing just the field name.
  • Votes

    2

    Allow the scope in Document Designer to be formatted, and not word ...

    Currently the scope in document designer doesn't retain any formatting, it treats the text as word wrap.
  • Votes

    10

    Raise the character limitation for PO# and Alt. work order #

    In Service Management, we need the character limitation to be higher than its current setting for the Purchase Order field and also the Alternate work order field when ...
  • Votes

    12

    Increase character limit for City in Job Set up

    We have cities that have more than 15 characters in their name. Since this is the address that is pulled onto our invoices and Purchase Orders, it is important that we ...