• Votes

    6

    SM - Work Orders: Allow equipment to be available to change until job ...

    When you set up a job in service management you can pick a piece of equipment that you are working on. When the call comes in from the customer they at times will not ...
  • Votes

    5

    In Purchasing, If an item hasn't been received but has been committed ...

    Delivery Dates change, and we need to be able to update delivery dates as needed, without unposting/uncommitting... We do now want to issue a CO just to change a ...
  • Votes

    1

    Automatic updates to software must allow deferral, ASK DON'T JUST ...

    Today for the first time ever I opened Sage 300 CRE Main and it started to install some kind of unknown update and indicated that I should close open windows or a reboot ...
  • Votes

    2

    AP - Expense Allocation Setup - Evenly Distribute % Option

    Add a button to distribute the percentage evenly to all assets listed in addition to being able to hand key different percentages. 99% of the time my allocations are ...
  • Votes

    18

    Financial Statements - Allow Return to "Select Prefix Group" screen ...

    I often have to run FS's for 15 different prefix groups all for the same period of time. As it is right now I have to get back in each time and select the same report ...
  • Votes

    3

    EQ Module - Allow change to GL Prefix without turning on "audit setup ...

    Please unlock the "GL prefix" field on the Defaults tab of Equipment Setup. You shouldn't have to go to such extremes as turning on "audit setup activity" opening up all ...
  • Votes

    1

    Copy leases to another property

    Would like the ability to copy one or multiple leases at the same time to another property possibly in the same data folder or another data folder.
  • Votes

    2

    Copy a property to another data folder

    Would like the ability to copy a property to another data folder. This issue comes up regularly for a property that may sell to another owner. Resetting up the ...
  • Votes

    3

    JC entering direct cost, have accounting date default to transaction ...

    In the JC, Enter Direction Cost screen, the accounting date defaults to the last date of the month. It should either be left blank or default to the same date as the ...
  • Votes

    6

    Send work/transaction date to job cost from payroll

    Sending the work date from the payroll to job cost would be beneficial. The date worked is very relevant to our schedulers/managers/billing clerks. These roles have ...
  • Votes

    6

    Active Directory / LDAP Authentication

    Would like to manage security and permissions to the Sage software via Active Directory or LDAP.
  • Votes

    3

    Task/Record/Report/Inquiry specific security

    It would be helpful to allow more limitations for security on a user within a role. For instance, when job security is turned on, employees like shop foreman need access ...
  • Votes

    1

    Ability to enter stored materials on a unit price contract invoice

    I have a client that needs to show stored material on a unit price contract invoice. Even when you use the view that shows all columns, the stored materials column in ...
  • Votes

    1

    WC Province should prefill during time entry from Job as it does in ...

    WC Province should prefill during time entry from Job as it does in U.S. Payroll
  • 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

    3

    In IV please make the job lookup faster, it is way to long and lags ...

    In IV please make the job lookup faster, it is way to long and lags during typing. It is not efficient for our team to wait a few seconds between typing each letter when ...
  • Votes

    3

    In JC Job add PY (prior year) totals please for ease in reporting.

    In JC Job add PY (prior year) totals please for ease in reporting.
  • Votes

    6

    Commitment Change Order Status to default to CO Request in lieu of ...

    To avoid approving a commitment CO by error.
  • Votes

    1

    SM - Work Orders: Allow all status codes to be available for both ...

    Allow all work order status codes, "On Hold" for example, to be available for both Time & Materials and Small Job Work Orders.
  • Votes

    1

    Under Tax Rate Setup that the "TAX LIABILITY PAYEE" receives under its ...

    At the TAX RATE SETUP a window is available for the specification of the Liability Payee. It seems as this classification of the "Payee" does not affect automatically the ...