• Votes

    6

    Invoice descriptions changed in AP are not changing in job cost. We ...

    Invoice descriptions changed in AP are not changing in job cost. We rely heavliy on our job cost reports. I know there is a work around, but I would have thought ...
  • Votes

    2

    Add field to edit register - select bank screen

    We could really use an extra field in the CM Edit Register at the Select Bank Account window. Something that could show a status (open/closed) or other additional ...
  • Votes

    2

    Ability to add a customer debit for credit card fee in AR Cash Receipt ...

    Currently you have to use Adjust Receivables to add a credit card fee to the invoice using Customer Debit. You should be able to do so in the Cash Receipts screen when ...
  • Votes

    2

    Compatibility

    Please add other products to the System Requirements Document. Office Connector, Estimating (now that SQL will not necessarily match versions), Sage Service Ops, Sage ...
  • Votes

    1

    State of Pennsylvania NEW 1099 misc withholding tax requirement

    Pennsylvania now requires us to withhold 3.07% withholding tax on vendors in Accounts Payable but this is not available in Sage 300CRE to automatically report on ...
  • Votes

    1

    Ability to include freight and tax in amount SM uses to bill.

    SM needs to include freight and tax in the amount used when marking up the cost for the sale price. The marked up sale price excludes the freight and tax and needs to be ...
  • Votes

    3

    Variation in mouse wheel function

    Certain tasks support use of a mouse wheel for scrolling (e.g. Inquiries) and others do not. The mouse wheel doesn't seem to work in any Find windows, for instance in ...
  • Votes

    3

    Credit card verification

    It would be nice to have the credit card subtotal by card number. when we get the statment total of 5000 with 10 cards from the credit card vendor they have it subtotaled ...
  • Votes

    3

    regenerate direct deposits after posting

    We should be able to regenerate our payroll direct deposit nacha file after posting payroll
  • Votes

    1

    Ability to Create on demand JC extras in AP invoice entry screen

    AP Invoice entry will not let you create a JC Extra for a job. You have to create in JC module first. However PR and JC, you can create on demand extras in data entry ...
  • Votes

    1

    Recalculate Subject to Ranges

    We should have the ability to recalculate subject to totals for specific taxes or specific dates.
  • Votes

    3

    Estimating: Item Table Descriptions

    It would be very helpful if Item Descriptions were included on Item Tables and not just the Item Numbers. It can get pretty confusing with large tables, or when working ...
  • Votes

    1

    When creating a PO/Sub in the Project Management Module it would be ...

    It's really time consuming to have to copy and paste a long list of inclusions from a word document or email one line at a time into the inclusions list. Since we have ...
  • Votes

    10

    Make Bank Reconcilliation report that makes sense-clearly states what ...

    The Bank Reconcilliation report gives alot of totals at the bottoom, but none of them clearly indicate which one should match the GL amount for the bank account. Make ...
  • Votes

    3

    In AP Enter Invoices, Increase the size of the Unit Cost field

    When entering invoices in Accounts Payable, the maximum Unit Cost we can enter is $999,999.9999. Please let us enter Unit Costs that exceed $1,000,000.
  • Votes

    4

    NYS Paid Family Leave Wage Calculations

    NYS Paid Family Leave is a state mandated program, and in order to pay our premium, I must calculate gross wages paid to all employees in the quarter, up to a cap. After ...
  • Votes

    1

    TO BE ABLE TO CREATE INVOICES AS A BATCH FROM THE QUOTE PAGE

    when you are in the agreements tab to activate quotes ; if multiple invoices are needed there is no way to do a batch for multiple invoices, instead of creating the ...
  • Votes

    9

    Automatically open printouts saved to files to view on screen

    Printing every posting journal can waste a lot of paper, but viewing them is necessary, so it would be great if there was an option to automatically open printouts to ...
  • Votes

    1

    One of the missing elements in the PJ solution is purchasing. The ...

    One of the missing elements in the PJ solution is purchasing. The current app is fat fingering a PO line by line. Why not incorporate the Purchasing Module with its ...
  • Votes

    3

    Label Columns in Payroll Notification/Check Stub Printout

    None of my employees seem to grasp what the check stub actually says and are always asking questions about it. How hard would it be to label the columns "RATE" "AMOUNT" ...