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Votes
138
Vendor Refunds
It would be very useful to have AP vendor refund functionality so that it would be possible to see when an amount had been refunded by the vendor - this is not the case ...by: Eva P. | over a year ago | Last activity about a year ago | Status changed over a year ago | Financial Management
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Votes
4
Preventing from issuing credit notes on previously credited invoices
It would be very useful that the module Order Entry, Debit/Credit Note Entry will at least warn you if someone attempts to create a credit note on an invoice which was ...by: Deborah S. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
4
CRM - Outbound call handling - Edit Lead/Promote Lead to Opportunity
When working with Outbound call handling feature with a Lead group you cannot Promote the Lead without leaving the call screen. This sucks as you have to go to the Lead, ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
28
bank reconciliation post from reconciliation screen
From the bank reconciliation screen it would be nice to have a post button at the bottom of the screen so that when you have completed your bank rec you can post it ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
61
Bring over Bank Entry (Header) Description to posted GL Detail ...
When posting a Bank Entry in 5.6, there are no GL Integration settings which specify ** for the Cash account ** to which the bank entry is being posted, how the GL Detail ...by: Ben J. | over a year ago | Last activity about a year ago | Status changed over a year ago | Financial Management
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Votes
8
Allow a user to view the Customer On Hold status of an A/R Customer ...
If an A/R Customer in Sage ERP Accpac has been placed on hold the user in CRM should see an On Hold checkbox on the Company Summary Screen in integrated CRMby: Andrea M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
15
Show the Active/Inactive A/R Customer/Vendor status on the CRM Company ...
For integrated CRM with Sage ERP Accpac, allow the user to see the active/inactive status on the CRM Company Summary page for Customers and Vendors.by: Andrea M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
Default Item for Customers in AR
The ability to assign a default item for a customer in the AR the way you can put in a default GL code for vendors in AP. This would be helpful as a lot of our customers ...by: Michael T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
5
Substitute W-2 that can print on plain perf paper
Since W-2's can be filed electronically, we can issue "substitute" W-2's to employees. Using the IRS specs for substitute W-2 forms, Sage could include a W-2 (4-up) that ...by: Annette M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
5
Split I/C Receipt Posting and Adjustment Posting security
The current I/C Receipt Posting and Adjustment Posting security are linked. If a user has security to post receipts then they can also post adjustments which means the ...by: Anthony L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
15
FR Export \ Save from Preview
Currently when you Print Financial Reports using the Print Financial Statements function and you have this set to Preview there is no simple way to save this. Clients ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
3
List Fields and Button Group Buttons - Allow "New Window" option
Allow a list field or a button group button to run a custom page or dotneturl in a new window (popup). Right now you have to perform some clientside hacks to get info to ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
7
Change needed to create new employee from template process
When you create a new employee by copying another one, it copies over all the information on the pay tab including dates and cost center overrides. It would be ideal if ...by: Lisa C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
15
Have ability to create multiple employee notes per employee
Currently you can have only one employee note per employee even though the employee notes are in a seperate table. Some clients need to track historical information such ...by: Lisa C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
13
OE Order Shipping Tracking Details
It would be good if we could import shipping tracking information into OE Orders (as an UPDATE), as this information comes from 3rd party shipping companies. Obviously ...by: Eva P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
11
IC Pricing - add more pricing levels
It would be great to have more than 5 pricing tiers within the same price list. Some clients and prospects have asked for this and noted that competing software (not sure ...by: Rebekah H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
23
Tax on bank deposits
In 5.6 Bank Entries, tax is allowed on withdrawals. It also needs to be allowed on Deposits.by: Gavin B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Financial Management
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Votes
8
Lot Number Enquiry AR, IC to AP
Allow the drill down between the AR Customer Enquiry directly back to the lot transactions recorded to purchase the items of stock. It takes 8 steps to drill down from ...by: Stuart N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
5
A report to show margin on in house / open sales orders
It's great seeing reports of what has happened in the past but we would love to see what we can expect in the future. We'd like to see a margin report for open sales ...by: Ian A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
3
CRM - Allow Non-Admin Users to Make Group Public
It would be nice if their was a user option to pick which users can make groups public i.e. "All Users" in the Available To: dropdown. I would expect to see the choice in ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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