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Votes
3
Import functions such as Commitments should not post automatically.
Import functions such as Commitments should not post automatically. We are utilizing a 3rd party product that imports our commitments and there is no way for accounting ...by: Jean S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Record Security - Add AP Vendor Record Security please
Record Security - Add AP Vendor Record Security pleaseby: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Task/Record/Report/Inquiry specific security
It would be helpful to allow more limitations for security on a user within a role. For instance, when job security is turned on, employees like shop foreman need access ...by: Lucrezia E. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
In Job Setup, the Type field should be a dropdown box
In Job Setup, the Type field should be a dropdown box to standardize the information just like the dropdown in the Customer setup in Accounts Receivable. This will ...by: Leigh J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
When setting up Vendors, it would be helpful if i could specify if ...
When setting up Vendors, it would be helpful if i could specify if they or WBE, MBE, LBE etc, etc. This would be very helpful when trying to meet WBE/MBE compliance ...by: Abigail T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Add ability to copy application settings from an existing data folder ...
Need option to copy application settings (GL Settings, AP Settings, CM Settings, PM Settings, JC Settings, AR Settings, PR Settings, etc...) when creating a new company ...by: April D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
3
Delete Web Resources from My Tasks in Desktop without it mixing up the ...
Would like to be able to delete Web Resources from My Tasks in Desktop without it mixing up the order of My Tasksby: Laura M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Please add the ability in job central to enter the accounts tab info ...
Can finally copy and paste SOV's from excel and enter default info for retainage and billing format but there is no option to enter the GL accounts for AR, AR Retainage & ...by: Patti F. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Add in vendor setup for the Tax ID # has to be entered or you have to ...
When setting up a new vendor it would be helpful to have a warning for the Tax Id number so you would have to put in the vendors Tax ID or check a box not applicable.by: Robin H. | about a year ago | Last activity about a year ago | Status changed about a year ago | 0 Setup / Environment
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Votes
2
Billings: Change Work-In-Progress
When entering a new line in Change Work-In-Progress, it requires the Contract Item to be seelcted using the Drop Down inatead of letting the end user enter it, can this ...by: Kao V. | about a year ago | Last activity about a year ago | Status changed about a year ago | 0 Setup / Environment
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Votes
2
Aatrix form updates should not require admin rights
In larger companies, users typically do not have admin rights to their PCs. The Aatrix forms updater requires admin rights. This should be changed, so users can update ...by: Jason L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Setup Central should make GL prefixes an option
When we start Setup Central, it requires we use GL prefixes. We have had this program for years (before prefixes were required) and don't want to start a company with ...by: Rhonda V. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Job Cost Set Up
In the "classic view" of Job Cost a person could when copying a job actually use the copy and paste command from the old job to the new job. Now, with the new view, when ...by: Carla W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Job cost-task-change entries. When units are changed the amount needs ...
Job cost-task-change entries. When units are changed the amount needs to be manually entered. Please change to an automatic calculation of units x unit cost. If you do ...by: Joanne H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Allow adding and deleting of buttons on the quick access toolbar in ...
I wanted a way to add a button for Estimate information or to print a report on the quick access toolbar versus having to search the drop down menu's to find this ...by: Todd 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
2
Compatibility
Please add other products to the System Requirements Document. Office Connector, Estimating (now that SQL will not necessarily match versions), Sage Service Ops, Sage ...by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Desktop in 16.1 should open up with the favourites menu open on the ...
You can customize the 16.1 desktop to open up a crystal report and default web pages but I'm opening desktop to use Sage not the internet and yet I have to click to open ...by: Shawneen N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
JC Setup, 2nd line Address field, creates error in printing lien ...
In JC Setup, if we use the 2nd line of the address field, when setting up a job in job cost, our lien waivers print spread out over 2 pages instead of one one page. Work ...by: Joy G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Allow the Home key on the keyboard to go to the start of a field/line ...
Within Sage 300 CRE, in File Locations, if you click in a field and press the Home key on the keyboard, the cursor is brought to the top of the path list in File ...by: Chris B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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Votes
2
Automated Job number
When setting up a job in JC I would like to see a job number automatically assigned. You would open up JC, go to setup and enter the address of the job into the address ...by: Lorraine R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 0 Setup / Environment
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