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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. ...by: Jason R. | over a year ago | Last activity 4 months ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
2
Ability to record a manual EFT check without permission to Print ...
Currently, in order for a user to record a manual check and have the ability to select the Payment Type "EFT", you have to provide the "Print Checks" permission to a role ...by: Jackie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
1
job deletion warning
JC setup and then [Delete] of a job, it has been tested that if they input a cash receipt to the Job after creating it, and that total is in the Receivables tab, it will ...by: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
2
In JC/BL make a way to do a recurring invoice billing customer and job
In JC/BL make a way to do a recurring invoice billing customer and job. We use JC to record some properties with tenants which works better than Prop Mgmt for us, ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
58
In PR create a table to store hire and termination dates
We need more than 1 hire, termination, and re-hire date field, it would be best to simply make a table to store the hire and termination dates and make the re-hire field ...by: Erin A. | over a year ago | Last activity about a month ago | Status changed over a year ago | 6 Payroll
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Votes
3
record and store SM transactions in JC job trans table (like JC trans ...
Record and store SM transactions in JC job trans table (like JC trans currently works - without the dummy entries created by SM). As it is you have no controls or canned ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
allow post to SM work orders from PR and AP
We use jobs on SM work orders and would like to be able to post from AP and PR to SM using the job and work order fields.by: Erin A. | over a year ago | Last activity over a year ago | Status changed 2 months ago | 3 Service Management
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Votes
11
ability to copy and import AP recurring payment amortization schedules
We would like the ability to copy and import AP recurring payments and amortization schedules!by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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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.by: J C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 8 Reports and Inquiries
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Votes
5
Ability to change Company Name in an ACH
Currently the Company Name in the Batch Header Record pulls from Company Settings > General. Our Development departments want to see the name one way and our Cash ...by: Jackie S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 7 General Enhancements
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Votes
4
Ability to change Company Entry Description_ACH
Currently, the system defaults to "Elec Payment" in the Company Entry Description field in the Company/Batch Header Record when creating an ACH file. I would like the ...by: Jackie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Please fix the meeting minutes in PJ!!!
It crashes and the minutes are lost. This has been happening for years now. We use Word for our minutes instead. We pay a lot of money for yearly support for this not ...by: Mandy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
15
Mass Inactivate Vendors
Vendors build up over time and need marked inactive. It would be nice if you could use conditions to mass mark vendors to inactive. Such as all vendors which have not ...by: Sharon K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
13
open printouts from background task
There should be a link to be able to open the printout directly from the Background Tasks windowby: Betsy G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
1
AP CHECK PROCESSING STOP OR HOLD NEEDED:
During the check selection process, when a large batch of checks has been selected and is in processing mode, another user can go in and select & print a check while the ...by: Sue A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
7
Job Central needs to be more inclusive and have all our fields needed ...
For this to be named Job Central it needs to have all parts needed in one screen to enter a job. Why go to 3 places to enter a job, contract, estimates, City/State WC, ...by: Amy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
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Votes
2
Units not rounding when entering Purchasing receipts
We have had few encounters of the error showing "JC units has too many decimal places" which caused our receipted invoice cannot be posted to Job Cost successfully. As ...by: accounts P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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Votes
9
changing workers comp classification
There needs to be an easier way to change the workers comp code on posted time. When an error is found on the workers comp detail report, currently the only way to ...by: Alice V. | over a year ago | Last activity over a year ago | Status changed over a year ago | 6 Payroll
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Votes
2
Retainage Rounding Errors Cause Rejection of Pay Applications by ...
In Billing we do contract based billing for our projects. The retainage calculation needs to be taken out as many decimal places to remove the rounding error from the ...by: Richard M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
3
Include COs in the advanced approval process.
We do not understand why the COs are not made available to approval and commitment in the Advanced Approval process. It just makes no sense, and is very hard to keep ...by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
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