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Votes
15
print financial statements more than one year old
Financial Statements offers an option to roll back up to 25 months. However, anything going back more than 12 months is garbage. Sage Support says this is not a glitch ...by: Phil D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
13
Show notes in Timberline on AP items
Is it possible to show notes attached to an invoice, or at least make it known that there are notes attached to the invoice. In Timberscan when notes are attached, they ...by: Jody M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
12
you need to make recurring AP invoices easier
please experiment with QuickBooks to see how they do it, and emulate it to the extent your platform allows. if I want an invoice in on the 14th of every month, please ...by: tom b. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
11
Allow financial statements to run for future periods. (This is a long ...
Allow financial statements to run for future periods. (This is a long standing request from a long standing customer! :))by: Kay H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
11
We would like to have a way to hide account #'s and cost codes that ...
During our installation process, we were advised to enter several cost codes to use for training and now we can't get rid of them. Our cost code list begins with 11 cost ...by: Sheila C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
11
I need a way to block a Project/Job from having transactions post to ...
I need a way to block a Project/Job from having transactions post to it, without "Closing" it. When I close it, the project drops off of reporting and my WIP. So I need ...by: Brian 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
11
reuse check number
my god, why do you make me jump through hoops to reuse a check number? this is ridiculous. I issued a hand written check so I cant change the number in my system. I ...by: tom b. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
11
AR Tax needs an effective and terminated date added for rate changes
Need to have the ability to drive in a future date for rate changesby: Dinah W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
10
I really have the need to be able to import "record payments by credit ...
I really have the need to be able to import "record payments by credit card ". This should include the ability to charge to a job if necessary.by: William A. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
10
Allow zero deposits in AR
AP allows you to write a zero check to clear invoices with a zero open balance. This would be great to do in AR for error correction.by: Sharon H. | over a year ago | Last activity 3 months ago | Status changed over a year ago | 1 Financial Management
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Votes
10
AP Generate Electronic Payments Options should pull from CM Bank ...
For people with multiple bank accounts: We have almost 50 bank accounts and every time we want to generate electronic payments in AP, we have to manually enter the ...by: Alexandra C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
10
Make Bank Reconcilliation report that makes sense-clearly states what ...
The Bank Reconcilliation report gives alot of totals at the bottoom, but none of them clearly indicate which one should match the GL amount for the bank account. Make ...by: Shelley D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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
10
Reverse GL Entry Button
For GL entries that were posted by mistake, or in duplicate, it would be helpful to have a button to automatically create the reversing entry to back this out rather than ...by: Donald B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
10
Let us apply an Accounts Receivable invoice to a different customer
If an AR Invoice is unpaid and the invoice isn't linked to a contract, let us move the invoice to another customer (and job).by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
10
Delete Invoices
If an accounting month is closed you can't change an invoice but you can delete one as long as payment has not been made. If the period is closed, you should get a ...by: Terry B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
10
Cash Receipts - Show Invoice Date
Hi, Would love to be able to see invoice date when applying receipts in Accounts Receivable. At present it only shows the invoice number and amount, so if you send lots ...by: Leticia F. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
9
Is it possible to import Excel entries into the Record Payments by ...
I create & have PM's complete Expense Reports for their credit card purchases which include the Job #, Cost Code, Category or GL account. It would save so much time if I ...by: Cori K. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 1 Financial Management
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Votes
9
Change the title of the Payment Date field on the invoice record to ...
There's Payment Date on the invoice record which is when the invoice should be paid by and there's Payment Date on the Invoice Payment record, Dist Payment record, Check ...by: April D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
9
Restrict user access to specific Bank Accounts
In Record level security under CM Bank Account tab that list Bank accounts and Security ID level. Currently is available for reporting purposes, would like to see it ...by: Suzan P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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