• Votes

    2

    Allow the scope in Document Designer to be formatted, and not word ...

    Currently the scope in document designer doesn't retain any formatting, it treats the text as word wrap.
  • Votes

    24

    AP- Inquiry-Invoice Register- Change sort options

    Would like the ability to sort inquiries by accounting date and/or invoice date.
  • Votes

    3

    All canned reports should pull company name and address from GL ...

    All canned reports should pull company name and address from GL company, not from the data folder. We have multiple data folders and multiple entities are tracked from ...
  • Votes

    1

    In Billing Inquiries, when I go into Attachments, let me access the ...

    When I click on the paperclip to get to the attachments, I can only get to the "invoice" attachments. I want to access the Customer notes at this point, not just the ...
  • 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 ...
  • Votes

    4

    "contains" operator in JC Conditions

    JC - Reports - Purchase Order by Range - Conditions Currently, the available operators are: Equal Greater or equal to Less or equal to Greater than Less than Not equal ...
  • Votes

    1

    Service mgmt - Work Order By Status Report

    This report should include which "Center" you would like to view work orders from. Our company hase different centers run by different individuals and it would be more ...
  • Votes

    4

    AR deposits with cash receipts

    Please fix AR deposits with cash receipts to report the correct deposit and not delete non-invoice items on the deposit. It used to to that. this is not a true picture ...
  • Votes

    4

    AR & AP Sales Tax Groups Reporting.

    The Sales tax group in included in the invoice record in AR but not on the tax records for the invoice only the Tax ID. By just including the Tax Group on the tax ...
  • Votes

    1

    Easy Fix... GL- Current, and YTD Ledger reports. Please review the ...

    If an alpha character is used in the suffix of a GL account, the order is jumbled on both Ledger detail reports. e.g. #2416.1500, will print before #2411.DC00
  • Votes

    5

    Crystal Report Issues after Version 15 Update

    When previewing a crystal report and clicking the print icon, it sends the document directly to the default printer without opening the print options window as it did ...
  • 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 ...
  • 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 ...
  • Votes

    5

    allow an EASY global search

    you make me jump through hoops and select modules, indexes. Do me a favor, PLEASE look at how quick-books does it, and duplicate it. there you select find, tell it ...
  • Votes

    8

    Drill down on printed to screen reports

    In QuickBooks and MasterBuilder you could print to screen then drill down on info. Would be helpful
  • Votes

    4

    Need ability for print preview of reports throughout the system more ...

    Allow print preview reports throughout the system to be resized by percentage or shrink fit to screen or width. Currently you can only toggle between a few zoom ...
  • Votes

    3

    AR BL a report that compares costs versus contract billed

    Customer has requested a report they can use for audit purposes to compare the contract billed amounts by cost type (labor, material, etc) and compare that with posted ...
  • Votes

    3

    In My Assistant make a way to replace one email address with a new ...

    For example if an employee is no longer working for us who is sent several reports out of MA and we have a new employee who will be taking over the position for the one ...
  • Votes

    18

    export to xlsx format

    please update accounting and estimating to export reports and estimates to current excel .xlsx format. i know that newer versions of excel can open the legacy version. ...
  • Votes

    53

    Make PDF the DEFAULT printout format instead of .prn

    Abandon the .prn file format which is not easily shared with users who don't have SAGE.