• Votes

    4

    Log out users from Sage 300 CRE after 30 min of inactivity - CRITCAL ...

    Automatically logoff users from SAGE after timed inactivity. Monthly closes of modules are affected when someone has a screen open and forgets to log off.

  • Votes

    2

    Add in vendor setup for the Tax ID # has to be entered or you have to ...

    When setting up a new vendor it would be helpful to have a warning for the Tax Id number so you would have to put in the vendors Tax ID or check a box not applicable.

  • Votes

    1

    Add list to Recurring Invoices Set-up in Accounts Payable

    I have over 30 monthly/bi-weekly/annual/semi-annual recurring invoices set-up in AP. To find one to modify it, I have to manually click through each one to find the one ...

  • Votes

    2

    Billings: Change Work-In-Progress

    When entering a new line in Change Work-In-Progress, it requires the Contract Item to be seelcted using the Drop Down inatead of letting the end user enter it, can this ...

  • Votes

    1

    Enable MFA Compatibility for MyAssistance App

    Microsoft depreciated App password functionality and due to the reason a lot of our clients are having issues sending emails as internal emails. Please work on a module ...

  • Votes

    1

    SSO security major problem

    Sage SSO security has a major flaw, it doesn't link to, match, or follow the Sage CRE 300 record security. First of all it is inefficient and cumbersome. Second and ...

  • Votes

    1

    Allow for custom fields in Purchasing > Enter Orders Grid that are ...

    Creating custom fields in PO Enter Orders that can use PO Detail descriptions OR allow for creation of custom fields that can be marked as required.

  • Votes

    1

    Sage Paperless Construction: Add API Key email functionality

    Our organization uses Microsoft 365 hosted Exchange email server. I do not want to use an individual user's account to authenticate emails; nor, do I want to create an ...

  • Votes

    1

    Cash Management - Fix master.cmm file to update properly so cash ...

    Bank Reconciliation Report - to fix balances on bank balance, register balance, and posted CM balance.

  • Votes

    1

    Ability to import new vendors

    This request is more applicable to new implementations whereby a new Sage customer is wanting to migrate hundreds of vendors from their legacy system into Sage 300 CRE. ...

  • Votes

    1

    Additional security to view vendor EFT info

    Would like to be able to add an extra level of security to prevent some users from seeing the vendor EFT information

  • Votes

    3

    Print to File Setting under Options should be selected at the User ...

    Some users like to print their journals to the printer but others prefer to have them printed to file with the specified folder organization available in the Options - ...

  • Votes

    1

    More Default Payment Types in Vendor Setup

    There should be an option to add additional Default Payment Types, cheque and electronic are not enough. There's also credit cards and Billpay (a different kind of ...

  • Votes

    1

    HIde N/A Fields In Paperless

    More fields than we need to see/use and clutter the entry and review screens for users. It draws attention away from entry fields that are important. I have turned tab ...

  • Votes

    1

    Provide more clear direction on updates

    Currently there are 5 separate documents referenced to do a software version update. There is the Important doc, the system requirements, the release notes, the user ...

  • Votes

    2

    Aatrix form updates should not require admin rights

    In larger companies, users typically do not have admin rights to their PCs. The Aatrix forms updater requires admin rights. This should be changed, so users can update ...

  • Votes

    1

    save configuration - allow to turn off ability in role settings

    I point multiple users to one default desktop; however, there is no option to turn off the "save configuration" for this user group. If one of them is feeling onery or ...

  • Votes

    10

    HOW DO WE GET ATTENTION FOR TINY ENTRY SCREENS

    HOW DO WE GET ANYONE'S ATTENTION ON THE TINY ENTRY SCREENS? ALL THE DIFFERENT COMMENTS ADD UP TO A LOT OF UNHAPPY PEOPLE WITH THE TINY AP, GL, ALL ENTRY SCREENS

  • Votes

    3

    Allow Dark Theme / Use Windows Current Color Scheme

    A dark theme is much easier on the eyes than a light theme for people working long periods of time at the computer. I have dark themes on all my software, and have ...

  • Votes

    2

    Job Cost Set Up

    In the "classic view" of Job Cost a person could when copying a job actually use the copy and paste command from the old job to the new job. Now, with the new view, when ...