• Votes

    5

    Ability to copy union local setup including the classes to create a ...

    Ability to copy union local setup including the classes to create a new local with different effective dates
  • Votes

    2

    smtp relay without authentication

    Within "My Assistant Configuration Manager ==> Notification E-Mail Account" fields exists to enter credentials to authenticate to the SMTP Relay server. Our organization ...
  • Votes

    1

    Diverse Spending Tracking

    Provide location in vendor information to track Diverse Business Enterprise and certification information. Further provide reporting that shows spending for current ...
  • Votes

    1

    Technician notes in order from Oldest to newest.. they currently show ...

    When technician enters notes in the work order they show up in the invoice from newest to oldest (top to bottom) this doesnt make sense for the customer to read how they ...
  • Votes

    4

    The screen in which we view the work order within SM (huge problem)

    Why is the screen so small in SM? i have to cycle through all the tabs to get around "register, costs, invoice, notes" etc.. but the screen is so small! you cant maximise ...
  • Votes

    2

    why cant i view invoice proof on a quoted job?

    why cant i view invoice proof on a quoted job? i just like to see how everything will look when i send it out before i create the invoice.. why edited the ...
  • Votes

    2

    id like to be able to edit the register any time i like.

    i have to reach out to our AP department to go into months that are now closed as i cant edit any time/materials in a locked period.. i should be able to edit any sale ...
  • Votes

    6

    Add job number and payment date to AP payment distribution record

    I am using Sage 300 CRE v18.1. Attempting to create a Custom Report Design that can print invoices by job, by vendor and will show the amounts paid and amounts remaining ...
  • Votes

    7

    In PM - I would like to have the ability to make a Prefix inactive. ...

    The Prefixes we are not longer using clutter the display options. When displaying a list in GL or PM, having all of the prefixes displayed is messy and confusion for any ...
  • Votes

    1

    We need to be able to enter a vendor contract price for an item and it ...

    This would be helpful for companies that have multiple "locations" set up. They can select "apply to all" and the contract price would apply to all of your locations set ...
  • Votes

    3

    When an administrator changes a browse node (search utility then ...

    When you are in Sage Paperless in the Search Utility and then the Brose Tab. You can pull shared templates called browse nodes. I would like it if the original owner of ...
  • Votes

    3

    Import DrawingSets into Log

    You need to include an option to import drawing Sets into the log. When you have 500 drawings, it takes way too much time to enter them one at at time.
  • Votes

    12

    Job Cost - "Classic View"

    Job Cost - "Classic View" - please bring back the "conditions" button (or similar) in job cost set up. I use this all the time for many searches. It allows me to find ...
  • Votes

    6

    Add a function that copies the last entry made into that field type ...

    In our old software, we used F3 to copy the last entry made in that field type into the current field. This is helpful when setting up jobs with the same PO number or any ...
  • Votes

    1

    CM Edit Register Deletion Security

    In Sage 300 CM Edit Register, it would be great to require an approval in order to delete a transaction. We have had transactions from a closed GL period deleted from CM. ...
  • Votes

    3

    Increase character limit for work order descriptions in Service ...

    We are using the SSC Customer Portal very regularly. We have had several customers ask that the character limit on the work order description be increased (currently 200 ...
  • Votes

    6

    Compliance Issue with Subcontractor's Lien Waivers

    When a subcontractor has more than one application for payment in the system to be paid and is missing a lien waiver for one app but not the other one, the app with the ...
  • Votes

    10

    Please have a way to reprint check stubs for employees and proof of ...

    We are consistantly asked to provide check stubs for employees and also provide proof of payment for back pay and restitution on projects. The HUD office will not accept ...
  • Votes

    4

    I would like the ability to change from T & M to Quoted and vice ...

    Sometimes projects go from a time and material set up to a quote and sometimes quoted work becomes time and material depending on the circumstance. This cannot be ...
  • Votes

    1

    Item Valuation by Location by Vendor with Cutoff Date Report

    This report would be helpful during discussions with Vendors and potential Vendors for various reasons including leverage. Similar information as knowing the device ...