• Votes

    4

    Ability to Post to future periods is a must

    Being able to post billings and contracts in the future months is a must in order for projections with the financials. Only being able to post one month ahead of what ...
  • Votes

    4

    Import Templates

    Can you please create a file under the "Help" tab that only has Excel Import Templates & instructions/examples for anything that can be imported? Especially looking for ...
  • Votes

    4

    Deleting large batches

    it would be nice to be able to delete a large batch. We click the wrong button on generate reoccurring invoices, now we have 700+ invoice to delete. This is all from ...
  • Votes

    4

    In the latest release, when checks are printed, there is a GL warning ...

    In the latest release, when checks are printed, there is a GL warning on the reports for posting to a future period in the GL module. I do not see why this is necessary. ...
  • Votes

    4

    Commitment Change Orders are not visible from AP entry screen-why?

    When viewing commitments you can't see the change order details by default; Also when entering AP invoices against a commitment you don't see the change order detail ...
  • Votes

    4

    In Commitments, to be able to delete one line item at a time.

    In PJ, please adjust our Commitments to letting us delete one line item at a time. When entering a purchase order with 100 line items, if there are any entry errors, then ...
  • Votes

    4

    add a security feature to not allow change requests to be deleted

    we want to control who can delete change requests using the security feature.
  • Votes

    4

    In Purchasing, let us partially invoice a receipt.

    We enter receipts as the materials are received. At times we receive multiple invoices for that receipt, and we are unable to partially invoice the receipt. We do not ...
  • Votes

    4

    In Purchasing Inquiries, Let us View the Description & also let us ...

    It would be easier to search on part part of the PO Description field.
  • Votes

    4

    Allow Custom Description of Field Reports Fields/Titles

    It makes no sense that one cannot modify the titles of the columns in each tab for the Field Reports, since each company might use them for different things, especially ...
  • Votes

    4

    Allow "Import Issues" to import a .csv file instead of a .txt file

    Allow "Import Issues" to import a .csv file instead of a .txt file. It's one step to save an excel file as a .csv file. But to change that .csv file to a .txt file, you ...
  • Votes

    4

    Committment Window should show all change requests

    When bringing up a committment the window should show all change order items added to this committment. I should not have to run a report to confirm that it is added. ...
  • Votes

    4

    Export Materials between jobs

    As we are not able to switch call types on a created work order, sometimes we have to create a new work order with a different call type, when doing this we have to minus ...
  • Votes

    4

    I would like the ability to change from T & M to Quoted and vice ...

    Sometimes projects go from a time and material set up to a quote and sometimes quoted work becomes time and material depending on the circumstance. This cannot be ...
  • Votes

    4

    Need the ability to change the payroll check format to a custom ...

    The payroll check format is very limited. We do not print checks on pre-printed stock but use Create a Check to print payroll checks. Create a Check is no longer being ...
  • Votes

    4

    Payroll Module should allow you to void a series of checks

    Re: Sage 300CRE - Payroll Module Recommendation to have the option to void one payroll check or a series of checks.
  • Votes

    4

    take decimal out to six places in purchasing

    items priced per hundred or thousand wont round out properly with only f places
  • Votes

    4

    Job Cost Reporting On Extras

    We are starting to set up jobs with extras and there needs to be a report that shows what we billed against each extra as well as be able to run a report on how much each ...
  • Votes

    4

    My Assistant - make conditional formatting of data/columns in emails ...

    We place data in columns and would like to be able to conditional format it. (For example if we have a column that has regular hours we'd like to turn the font red if ...
  • Votes

    4

    Format of AIA bill (G703) needs to be better

    The font on the G703 grid is extremely small and hence hard to read. If a larger font cannot be used, perhaps grid lines between entries could be used to help read. As it ...