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Votes
3
Sage CRM 2024 - Make the Chat-Bot a User Preference
Sage CRM 2024 introduces a new feature where the AI Chat-bot is always enabled system-wide. While it's possible to turn this feature off system-wide by editing the ...
by: Tomas B. | 6 days ago | Last activity 3 days ago | Status changed 6 days ago | Customer Mgment (CRM)
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Votes
3
Sage CRM 2024 - Turn off text formatting in Multi-line fields
Sage CRM 2024 introduces a new feature where users can use HTML tags to format bold and italic text in multi-line fields. It would be great if this could be turned on/off ...
by: Tomas B. | 6 days ago | Last activity 3 days ago | Status changed 6 days ago | Customer Mgment (CRM)
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Votes
11
Stop posting AR Receipts, if it's over applied
Need to an option in A/R Setup. If overapplied want to show Warning or Error. Right now, Sage showing warning message and accepts the postings making issue with ...
by: Nishanth C. | 2 months ago | Last activity 3 days ago | Status changed 2 months ago | SDK
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Votes
27
Aging by Month
In AR, please create option to be able to specify aging by Calendar Month, instead of number of days. Usually when users refer to 30,60,90 day aging, they mean 1 month, ...
by: Mary O. | over a year ago | Last activity 4 days ago | Status changed over a year ago | Financial Management
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Votes
4
Box 106
There is a need to add Box 106 in the T4A Box for death benefits as per requirements of the Canada Revenue Agency. There are parameters for 105 and 107 in Sage300 but ...
by: Rosemarie P. | about a month ago | Last activity 5 days ago | Status changed about a month ago | Payroll
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Votes
8
OE: option to prevent users from shipping more than the qty ordered
We need an option in OE to allow or block a user from shipping a quantity greater than the quantity ordered.
by: Ettienne S. | over a year ago | Last activity 18 days ago | Status changed over a year ago | Operations Management
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Votes
108
Inventory: Accpac should have a cycle count feature
Accpac should have the features to create cycle count schedules for your items and to record the counts.
by: Steve B. | over a year ago | Last activity 21 days ago | Status changed over a year ago | Operations Management
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Votes
1
New design idea for the Sage Construction Management app
I work in civil construction, and notice that allot of the less tech literate people struggle to learn the app, and all they really want to do is submit a time card. So ...
by: Shem D. | 16 days ago | Last activity 16 days ago | Status changed 16 days ago | Setup / Environment
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Votes
30
Bank Services v5.6 missed out Optional Fields
The optional field feature is missing in Bank Services.
by: KC L. | over a year ago | Last activity 17 days ago | Status changed over a year ago | Financial Management
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Votes
6
Optional fields for salespersons
Add ability to assign optional fields to salespersons
by: m b. | over a year ago | Last activity 17 days ago | Status changed over a year ago | Operations Management
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Votes
25
Reprint Completed PO with original quantity ordered
Once a PO has been completed, we should be able to reprint the copy of PO with the original quantity ordered, so that way we don't have to print or save the copy for ...
by: Harry S. | over a year ago | Last activity 24 days ago | Status changed over a year ago | Reports / BI
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Votes
23
Drill Up / Drill Down
The same way you can Drill Down from GL to the source, you should be able to Drill Up. Also enhance the Drill Down options from everywhere, i.e. Returned BK Transactions. ...
by: Jaime S. | over a year ago | Last activity 17 days ago | Status changed over a year ago | General Enhancements
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Votes
1
Access All Finder Fields security right is ignored
In Sage 2023 product update 5, a user has no security group entry in user authorizations for Administrative Services, yet this user can still access and change the ...
by: Rob S. | 24 days ago | Last activity 24 days ago | Status changed 24 days ago | Setup / Environment
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Votes
2
Auto-create I/C Customer Details from O/E Order Details
Link the OE Order Details with the IC Customer Details so that when a customer part number/item number is entered during the Order Entry process, if the entry does not ...
by: Denice L. | over a year ago | Last activity 24 days ago | Status changed over a year ago | Operations Management
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Votes
7
PJC - Ability to Inactivate Category within an open project
To allow a category to be marked as inactive, to disallow any further actual transactions to be booked against that category. If the project is still open, part of the ...
by: Karen S. | over a year ago | Last activity 25 days ago | Status changed over a year ago | General Enhancements
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Votes
10
PJC
When entering information to a billable category, we need to be able to override the project revenue account to a revenue account more applicate to the category. Or ...
by: Lynn C. | over a year ago | Last activity 25 days ago | Status changed over a year ago | Operations Management
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Votes
14
Autonumbering PJC
In PJC you should be able to have a segment as autonumbering so that if contract is made up of multiple segment codes you end up with ABC-XX-0001 and the next contract ...
by: Kerry J. | over a year ago | Last activity 25 days ago | Status changed over a year ago | Operations Management
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Votes
20
PJC Code change
The ability to change PJC Contract/Project/Category similar to the GL Account Code Chnage, or AR Customer Code Change.
by: Reinhard E. | over a year ago | Last activity 25 days ago | Status changed over a year ago | Operations Management
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Votes
3
Unit cost & Extended cost fields on Internal Usage > Item Details ...
Hi all, the Unit cost & Extended cost fields are shown on the main Internal Usage screen, but not on the popup Item Detail screen. It would be convenient to add these ...
by: Murni Y. | 2 months ago | Last activity 26 days ago | Status changed 2 months ago | Operations Management
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Votes
8
PJC - Restrict user to delete a Project , if any transactions linked ...
System allows to delete an open Project from PJC even if there is PO linked to it. And only get error message at the time of I/C day end processing. Suppose PJC restrict ...
by: Nishanth C. | 11 months ago | Last activity 26 days ago | Status changed 11 months ago | Operations Management