• Votes

    3

    Invoice details in GL in place of Summary Entry(one line)

    In AR is it possible to have invoices individually posting on one line ( the first line being the description showing and not Summary Entry) in the GL not all the lines ...
  • Votes

    3

    Customer status from active to on-hold to happen automatically based ...

    Customer status changes from active to on-hold are very fluid. Currently, there is no way to accurately assess a customer's status without a manual review of the AR ...
  • Votes

    3

    Have the ability to place customers on "hard hold" rather than the ...

    Currently, customers on hold can still be selected and used from every module for any kind of entry. It would be a good idea to have the option to place the customer on ...
  • Votes

    3

    A/P Pending invoices screen should have more lines showing of ...

    I'm so disappointed that version 14 didn't improve some of the input windows. It isn't good that I can only see 6 invoices at a time on the pending invoices entry ...
  • Votes

    2

    Allow Recurring Entries in GL to have an end date/period

    For recurring entries in GL, there is not currently the function to setup an end date for the recurring entries to stop. For example, we have an insurance payment that ...
  • Votes

    2

    In billing and creating an invoice, we should have the option to use ...

    Invoice as it is now - 236448001 Invoice proposals - 23-6448-001 or 23 6448 001 or AB.23.6448.001
  • Votes

    2

    Allow for auto-reversing JC entires, similar to auto-reversing GL ...

    This would allow for sales and cost provisions each month without the need to manually key in the reversing entries on the first of the following month.
  • Votes

    2

    Moving AP files

    I don't want to move all my AP transactions to history. Only the ones for jobs that are closed but this is not an option or a condition. Is it possible to make it one?
  • Votes

    2

    Ability to Bill an Extra separately

    In Cost Based Billings, it would be nice to be able to bill only a particular extra instead of having to bill the entire job.
  • Votes

    2

    Allow greater then 999,999.00 on Commitment Line Item

    Job Cost Commitment Line Items should not be restricted by an amount, specifically 999,999.00 is far to low of a restriction. It should be unlimited, we process ...
  • Votes

    2

    AP Payment Type

    Ap Payment type field is currently not a writtable field so add on programs such as Timberscan can not use it for data enter or sorting purposes.
  • 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

    2

    IMPORT CHECKS IN CM

    Ability to import checks to CM will be a tremendous help for companies who outsource payroll to ADP or Paychex.
  • Votes

    2

    Cost equipment to another piece of equipment

    Allow the ability to cost a piece of equipment to another piece of equipment. For example service truck expenses charged to the pieces of equipment being worked on in ...
  • Votes

    2

    When billing retension it would be nice if you could apply a different ...

    When billing retension it would be nice if you could apply a different invoice number or sequence so when looking at the AR you know it was a retension billing vs a ...
  • Votes

    2

    Hide retainage in Select Invoices to Pay Window and add Total

    There's an option to show Retainage invoices only, so why not have the opposite and hide them? It's hard to see what invoices are actually Outstanding, when there's a ...
  • Votes

    2

    Sage Paperless / AP Check Review

    When you enter the check review module, the window that displays the checks is in an order that is not helpful. Checks should be displayed with the most recent date, once ...
  • Votes

    2

    make it possible to correct subcontract COs, and CN COs

    It makes such a mess when you have to do reversing entry to correct. Architects get completely confused when they review bills. Make it a two step process (like turning ...
  • Votes

    2

    It would be great if the system asked you to pick the batch you wanted ...

    My team always posts the wrong batch
  • Votes

    2

    My Assistant -Live Tile - Search

    Please add a search function to the My Assistant Live Tile.