• Votes

    14

    can the purchase order or commitment update the job contact list in ...

    Currently you must populate the job contact list. Client would like the commitments to update the job contact list with the vendor on the commitment. Make this process ...
  • Votes

    14

    Inquiry to Excel needs a file path

    This idea was submitted, voted on and marked complete but several people asked that there be a place where we can specify the file location so these don't default to the ...
  • Votes

    14

    Ability to close more than one contract at a time, I have to do ...

    We have hundreds of contracts per year and would like to group close and move them at the end of successive years.
  • Votes

    14

    Service Management Dboard needs overhaul..

    Our company recently had to switch back from the now defunct Sage Timberline Enterprises (STE) platform to (Sage Timberline Office) STO now being called Sage 300 CRE. We ...
  • Votes

    14

    Add more Support - Hold times are way to long

    Add more Support - Hold times are way to long
  • Votes

    14

    let me change an invoice number EASILY

    I, like i assume most of your customers are human. we make mistakes. sometime you make it overly difficult to fix our mistakes. IE i input a wrong invoice number ...
  • Votes

    14

    Need to be able to add additional statuses like "customer hold" and ...

    We need to be able to accurately reflect what's happening out in the field
  • 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 ...
  • Votes

    14

    Give the option of a monthly calendar for the DBoard

    We would like to navigate through the DBoard without having to open a new tab for each day. A calendar to the left of the DBoard would be nice. If we could click on the ...
  • Votes

    14

    make it so WC field in employee master is a drop down list linked to ...

    make it so WC field in employee master is a drop down list linked to WC fringe table
  • Votes

    14

    Small jobs - Sales tax billing

    In some states material is taxable (not labor) it would be nice if the system would allow a tax calculation on the material sale amount but on the labor.
  • Votes

    14

    CM delete transactions needs to show reversing entries in CM ...

    When deleting a CM transaction in 'Edit Register', the original entry and the reversing entry are removed from the system. For accounting purposes and to be consistant ...
  • Votes

    13

    Ability to "Insert Row" in Enter Change Request

    Currently, software only allows "Delete Row". Would be great to "Insert Row". This is especially helpful when trying to keep items grouped together on screen (by date, ...
  • Votes

    13

    Making vendors/customers inactive

    The system shouldn't let someone make vendors and/or customers inactive if they have outstanding payables or receivables. Also, you should be able to limit who has access ...
  • Votes

    13

    Clickable reports and drill down reports

    Especially in General Ledger but in all reports, it would be greatly appreciated to be able to click and drill down in reports to get to the entry.
  • Votes

    13

    Allow the user to set whether to use CCD or PPD so that we do not need ...

    Currently the ACH file only generates with a code of PPD which is the code for a personal checking account. We use BMO Harris and they will reject an ACH file for using ...
  • Votes

    13

    Timberline needs to work with higher resolution screens. It is ...

    Timberline needs to work with higher resolution screens. It is horrible on our nice new 24in 4K screens
  • Votes

    13

    Lock down the ability to add a cost code on the fly in PJ change ...

    Lock down the ability to add a cost code on the fly in PJ change management. I believe PM's should not have the ability to add cost codes to a project. In Change ...
  • 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 ...
  • Votes

    13

    Add "on hold" to the status options for a job status in JC

    Currently we have available "unstarted", "in progress" and "closed". This would create a 4th option for an "on hold" status.