• Votes

    6

    Add a function that copies the last entry made into that field type ...

    In our old software, we used F3 to copy the last entry made in that field type into the current field. This is helpful when setting up jobs with the same PO number or any ...
  • Votes

    12

    Job Cost - "Classic View"

    Job Cost - "Classic View" - please bring back the "conditions" button (or similar) in job cost set up. I use this all the time for many searches. It allows me to find ...
  • Votes

    3

    Import DrawingSets into Log

    You need to include an option to import drawing Sets into the log. When you have 500 drawings, it takes way too much time to enter them one at at time.
  • Votes

    18

    Close Modules

    When closing the period (month/year/etc), it would be great if we could block access for the accounting clerks to post entries in AP, AR, JC. As it is now, we close the ...
  • Votes

    5

    Financial Statements without use of other software

    How about basic financial statements in excel without having to use Office Connector? It's great to have these in PDF/Crystal form, but we should be able to extract items ...
  • Votes

    1

    Standard Payroll Inquiries - Fringes & Burden

    Standard Payroll Inquiries that will pull not only liability account information for the fringes but also the burden expense account
  • Votes

    2

    Standard Payroll Inquiries - EE Setup

    Standard Payroll Inquiries to include Inquiries that will pull a list of what is set-up in the employee's pay, deduction, fringes, taxes, state.
  • Votes

    7

    custom field format

    Allow custom fields to be formatted as desired - i.e. drop-down list, date, etc instead of just text fields only.
  • Votes

    2

    Sales Tax Program Integration

    Please allow these sales tax service providers to integrate seemlessly with Sage 300 CRE without the use of a 3rd party software like Office Connector. It creates so much ...
  • Votes

    1

    Prohibit PR Accrual with invalid date

    Payroll accrual processed in PR module with partial date. Did not post to JC or GL due to bad field. Need to have PR prevent posting without valid date in current year.
  • Votes

    1

    Inquiry Designer shutting down unexpectedly

    Inquiry Designer shutting down unexpectedly after upgrade 16.1 to 17.1 when trying to change starting view using icon button.
  • Votes

    5

    In Accounts Payable, let us move payments by job

    It would be great to be able to move payments through a cut off date for specific jobs.
  • Votes

    3

    View and record A/P miscellaneous compliance items in Commitments

    In Commitments, it allows to record Insurance requirements for a vendor & project that is reflected in the Accounts Payable Subcontractor Compliance Management screen. ...
  • Votes

    8

    Prevent or warn if billing over 100% on contract based invoice

    In Billing, if the billed value of a line item is greater than the scheduled value, provide a pop up warning to notify the user. There is no indication that a line is ...
  • Votes

    2

    In Payroll Change Time Entries, let us change the Misc 1 and Misc 2 ...

    When we change time entries, we would like to change the contents of the Misc 1 and Misc 2 fields.
  • Votes

    5

    When entering Cash Receipts in AR, let us use "Conditions" or a ...

    Allow us to filter or condition to only apply the cash to invoices that meet a specific requirement. Let us filter/condition by GL prefix, Job, etc.
  • Votes

    3

    Entering AR Cash Receipts, we only want to see the invoices that have ...

    Intercompany accounting is turned off. When entering cash receipts, we specify the bank account, and then select the invoices we are applying the check to. However ALL ...
  • Votes

    1

    Print check box selections on payroll processing journal

    When processing payroll there are options to put the Group and check boxes such as Weekly, Check, On Demand etc. - the Journal that automatically prints out should show ...
  • Votes

    1

    Exit change unposted time window without making change

    That's it
  • Votes

    1

    Sales tax is included in the commitment window

    It would be helpful in PJ to be able to enter if sales tax is included in the commitment window