• Votes

    4

    Improve performance of Bank Services Receipts drilldown from OFX Bank ...

    Technical support confirms performance issue with v6.0 Bank Services receipts drilldown from OFX Bank Reconciliation but appears to have no plan to address in v6.0 the ...
  • Votes

    1

    Allow user to select which fields are active when doing receipt entry

    Allowing the operator to select which fields are active during receipt entry will allow the user to tab much more quickly to make each entry. When entering dozens of ...
  • Votes

    34

    Closed fiscal periods and inactive accounts are not data integrity ...

    Warnings and errors need to be handled individually when it comes to data integrity checks. Closed fiscal periods and inactive key fields can occupy a significant number ...
  • Votes

    68

    Vendor Activity like Customer Activity in V5.6

    Ver 5.6 Customer Activity incorporated AR Inquiry of old. This is a user "pleaser", they love it. Please create the same for Vendor Activity
  • Votes

    11

    Customize Detail fields when in Zoom mode

    We can customize header fields (remove only), and can hide/move detail columns. But in Detail zoom mode, we cannot customize those fields. Can this be done please.
  • Votes

    3

    Auto Insert and Required Optional Fields problems

    I have Optional Fields that are required at PO Receipts (header section), Auto Insert Yes and Required Yes. Find the Purchase Order to bring forward the details, and ...
  • Votes

    46

    Module GL Integration Changes Required

    1. Module GL Integration (Transactions) does not allow Import/Export, painful to setup 8 companies with same same settings. Have to edit xxGLREF table to overcome this. ...
  • Votes

    2

    RMA for Vendors

    My client has a structured raw materials reject process. RMA currently works on AR with a sort of link to AP. We would like to be able to process a RM reject, first ...
  • Votes

    4

    Optional fields on AR Groups and AR Customers - Please separate

    Adding rquired optional fields on AR Groups, automatically adds to Customer using the Group Code, thereby making the required fields in AR Customers totally useless. ...
  • Votes

    4

    AR Adjustments - Transfer Transactions

    AR/AP Adjustments should be allowed to transfer a transaction from one Cust/Vendor to another. There are ways to do this, but always two or more transactions (DB, CR = ...
  • Votes

    1

    PDF Encryption Macro is useless

    I have receive the macro to encrypt OE and AR invoices, also a Generic Encypter. I have never come across a more useless piece of VBA code. It fall over on TRIM$, which ...
  • Votes

    18

    Session Date in Portal

    Make it so that the Portal date defaults to the current date like in the desktop Version of 6.0A Currently in Portal you have to manually change the date each time you ...
  • Votes

    7

    Portal Imports

    Allow importing into AR, AP & GL batches. Currently you cannot import CSV files or any others through portal you have to go through the desktop version.
  • Votes

    10

    Portal Icons

    Allow the ability to shrink the icons. The speed to scroll through the customized icons is slow and would be more effective if you could shrink the icons
  • Votes

    4

    Enable the ability to print/export to MAPI in Sage 300 ERP 6.1

    In the upgraded version of Sage 300, the ability to export to MAPI is no longer available. You can only export to a file and then e-mail it.
  • Votes

    2

    Customizing Portal Snapshots

    Allow the users to better define the Income Statement and Balance Sheet Snapshots. For Instance, drive the snapshots off of the Groups instead of the categories or allow ...
  • Votes

    2

    Shrink the Portal Log file

    Have the ability to shrink the Transaction log file for Portal. The log file takes up an enormous amount of space
  • Votes

    7

    Export Price Files by Item Category

    We need to be able to export price files by Item Category. This will enable us to prepare prices by category group, in advance of implementation. Currently we have to ...
  • Votes

    14

    Invoices or credits that are OVERpaid

    When posting payments you have not taken into account that often the customer might overpay an invoice or take a credit for more than it is actually worth. It happens ...
  • Votes

    3

    An aging summary should always show the date of "last payment ...

    I've never worked with a system that a printed aging did not reflect the date of the last payment received, some even show the amount. It helps too, to know at a quick ...