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Votes
2
JC GL - have an automated entry/account with over and under billing ...
We have our jobs in JC, we have GL accounts for over/under billing and revenue adj for net over/under. I should be able to pull up a financial statement and see it ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
inquiry Operators
Please add an inquiry Operator for "is in list", it will allow the results to be for multiple items such as charge types in PM. Currently you would have to select each ...by: Rita K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
Faulty AP Summary Report
Fix the AP Summary Report. It is unreliable and apparently gets (incorrectly) off balance if invoices have been voided. This is unacceptable. Many of us depend on this ...by: Dan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
Inquiry or Report that list if a company/phase has e-filed 1099's for ...
Have Aatrix provide you with confirmation of 1099's filed for each entity, so you can inquire or run a report that shows if you have an entity that has or has not e-filed ...by: Laurie H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
Please provide canned employee turnover reporting for a date range.
This data is requested frequently and would be helpful if provided in a canned report where we enter the date range in the prompt.by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
Please make it so in My Assistant we can attach reports as .txt.
Allowing us to attach Report Designer reports in My Assistant as .txt will allow us to easily and efficiently change the extension to .csv and open the report in excel ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
Change AP Invoice aging with cutoff date Report to include a column ...
We need to provide to our tax accountant the expense accounts for the open invoices on AP at the end of the year. There is a version of this report for the Property ...by: Patricia R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Default File Name for Spreadsheet Report Exports
Allow the ability to set a default file name when exporting Spreadsheet Reports in Sage Estimatingby: Brett S. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | 8 Reports and Inquiries
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Votes
1
Ability to save large reports in Excel Format without hanging.
Print to file using file type Microsoft Office Excel Workbook hangs at 60% complete when generating Excel file. We need to print to file our YTD Ledger (over 500 pages) ...by: Hortensia O. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Date format on AP enter invoice journal and other reports needs a 4 ...
Date format on AP enter invoice journal and other reports needs a 4 digit yearby: Kathy H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Sage Paperless indexing option for null parameters
Add to Sage Paperless Construction an indexing option for null parameters. This will facilitate proper importation of AP invoices from another software product, saving ...by: TEST T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Allow A/P check format to be created in Crystal and printed directly ...
Would be nice if we could create a check format in Crystal and assign in CM to a checking account for printing customized A/P checks, eliminating the need for ...by: Dona H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
When AR invoice due date is adjusted in adjust receivables, adjust ...
When an AR invoice due date is adjusted in adjust receivables, adjust everywhere due date shows (in inquiry and aging reports, etc)by: Stephanie C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Ability to track and see reports of transaction entry volumes (counts) ...
Adminstrators and/or managers would find this beneficial. Would like to be able track and/or to see a dashboard type report or KPI report of transaction volumnes ...by: Stephanie C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Include whether or not AP Invoices were reinstated on Void Payment ...
Looking at a printout from the AP module for a voided payment and there is nowhere to look to see if the invoices were reinstated.by: Donald B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Direct Deposit(EFT) Routing Verification Report for AP Vendors
I find the Direct Deposit Routing Verification Report in Payroll helpful and would use a similar report in Accounts Payable.by: Ann M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
AP electronic payments - CM Transaction table - Cleared statement date ...
I really wish that AP electronic payment types showed the correct date in inquiries where you put the field Statement Date from the CM Transaction table!!! I shouldn't ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
Job Cost Report
There is a need for a report that contains the following. 1. Detail Date Vendor Budget Cost paid Balance Check Number and Detail (Incase the purchase was ...by: Susan M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
My Assistant join employee to employee deduction
Please make it so in My Assistant more fields are joined like employee and employee custom fields to employee deduction. For example we would like to setup a My ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
1
In My Assistant - In the home tab, make a column that has Frequency of ...
In My Assistant - In the home tab, make a column that has Frequency of Task (Daily, Weekly, Monthly), make another column that has Day of Task, and another column that ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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