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Votes
2
Billing per customer's operating hours
There should be a way in the customer set up where we can have the system calculate the billable hrs by the customer's store hours. EX: I have a customer who's contract ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
7
Scanning work orders and attaching to job in SM
To eliminate paperwork loss or the amount of paperwork being passed around from tech, dispatchers, billing dept, etc., there should be a way to scan work orders or other ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed 6 months ago | 3 Service Management
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Votes
9
Billing check list per job/customer
There should be a tab for a billing check list. A way for the billing dept to make sure all forms are received for that certain customer. EX: If a customer requires a ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
PJ Change Request - Option to reorder Lump Sum / Time & Material
Request the option in PJ Change Request to show Time and Material first in the drop down selection if preferred.by: Catherine G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
In AP, disallow ability to bring in PO/Committment when PO module is ...
It makes no sense that if Company's have the PO module and must receive and enter invoices through PO module in order for PO to be properly process and get closed, then ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
10
Can you implement a hard close in all modules similar to closing ...
Can you implement a hard close in all modules similar to closing periods in GL. For example, when you close a period in GL, you can set a control to reject the entry and ...by: Jim S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
Allow resize of columns for Job and Account in AP Enter Invoices
In the distribution section of AP Enter Invoices, our Job and Account column is not showing the whole Job or Account. Those columns should be allowed to "override" the ...by: Patrick K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
10
Move closed contracts to another data folder
Please allow the function in contracts to move closed contracts from (current to current) in another data folder.by: Stephen B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
Please create a feature to import information in the setup screens.
I need to add owners accounts in GL and would prefer to import instead of manually entering hundreds of accounts. I also have to manually enter information into PM ...by: DIMITRIOS G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
1
Nacha Files out of PM Module
I can store bank info in the tenant setup screen but it doesn't seem to have any value in keeping this info here. I would love to create a NACHA file out of this to send ...by: DIMITRIOS G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
PJ Owner Change Order Substantial completion date why does this date ...
PJ Owner Change Order Substantial completion date why does this date not update on all owner change orders unless changed.by: Kathryn G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
8
SM transactional reconciliation to GL
Add standard reports to reconcile SM transactions to GL 1. Group by GL account 2. Date range by accounting date 3. Functional with either WIP Accounting turned ...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
2
In AP Enter Pending Invoices deductive commitment change orders don't ...
In Accounts Payable when entering a pending invoice in the distribution table on additive commitment change orders the software autofills the amount of the line item but ...by: Florence K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
12
Close commitments by job with one click instead of having to close ...
It is cumbersome to close commitments as they have to be done individually through multiple "clicks". My suggestion would be to have one button to "click", maybe either ...by: Terry B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
1
code deposits to employee and deduct id
We received cash from an employee and need to post it as an offset to the employee and a deduction id so that their balance in the deduction id is accurate. Our previous ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
14
PO needs to be integrated in same database as the rest of Sage.
It would: (i) Allow to use MyAssistant and Office Connector for Purchasing purposes; (ii) Integrate better and get rid of discrepancies like the ones that occur ...by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
10
Better integration between PO and JC Commitment.
-Not all fields in JC Commitment match the ones from PO. For example, we use PO line notes to include more details in terms of the scope of work of a certain item, ...by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
1
Miscellaneous Deduction 2 in AP rounds by default. Need to change ...
We are a company from the Dominican Republic. We don't know why Misc Deduction 2 in AP round by default. We use this for income retention for the vendor, but we have ...by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
17
Allow uncommiting a PO Change Order.
The only way to modify a commited PO Change Order is to do a negative one. One should be able to uncommit it, just as it happens with POs, deleting it from JC.by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
8
ACA Setup - Sage "glitch"
When entering ACA setup information for an employee, the specific codes entered for said employee do not follow after clicking on "Dependents Detail". I have contacted ...by: Leslie R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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