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Votes
11
Simplify the Close Job Function in PJC
I would like to be able to change the Job Status of the entire job to "Completed" without having to change every phase to "completed" first. You can do this for other ...by: Anthea L. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Operations Management
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Votes
13
Add the ability to mark GL Segment Codes as Inactive
Mark Gl Segment Codes as Inactive so they can be ignored during FR Report creationby: Mona K. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Financial Management
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Votes
1
Payroll accounts/EI determining them.
I have 7 payroll accounts and Sage separates payroll account by EI rates. That totally does not work for me. I do not see why is does not separate by RP numbers. All ...by: Tracey B. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | Payroll
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Votes
16
Request to Implement Multi-Factor Authentication (MFA) for Sage CRM
While implementation of Multi-Factor Authentication (MFA) in Sage CRM is already on the road-map, we are advocating for this to be prioritized for the 2024 release. As ...by: Tomas B. | 9 months ago | Last activity 2 months ago | Status changed 9 months ago | Customer Mgment (CRM)
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Votes
4
MultiFactor Authentication for SageCRM
Many of our customers are requesting enhanced security in CRM like MFA, with a Google Authenticator Code at login. This is pretty much standard practise for any modern ...by: Tomas B. | 9 months ago | Last activity 2 months ago | Status changed 9 months ago | Customer Mgment (CRM)
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Planned
140
Workflow becoming hot topics
Workflow should be introduced in ACCPAC. Financial Management 1. New Journal entry require approval before posting. Superior should be notify with email and approve. 2. ...by: KC L. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Setup / Environment
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Planned
45
Different email addresses for different document types
Two email addresses for are not sufficient for Customers/Vendors. For example, it is common for a customer to have different people receiving statements, order ...by: Steve B. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Financial Management
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Votes
15
Automatic assignment of customer or vendor number
Allow a configuration where, based upon vendor or customer group, auto assign the next customer or vendor number in a sequence. And then provide the option not to allow ...by: Doug B. | over a year ago | Last activity 2 months ago | Status changed over a year ago | General Enhancements
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Votes
1
Always show Vendors/Transactions on Hold in Aged AP Listing
When running the Aged AP Listing, there is a checkbox that all users must think / know to check off to get a complete AP subledger listing - the "show Vendors / ...by: Melanie L. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | Reports / BI
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Votes
143
Ability to create recurring entries in Bank Services
The enhancement request is to create recurring entries in Bank Servicesby: Guillermo T. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Other
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Votes
38
Lot Number and Serial Number Tracking on Web screens
At the moment (Sage 300 2018), this facility available only on classic screens. Being web access at high demand providing the same functionality on web would be ...by: Danushka D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Operations Management
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Votes
12
Return Internal Usage Transaction
After an internal transaction is completed, there should be an option to return the transactions so that if any issues occurred with the actual stock the user can pull ...by: Kerie D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Operations Management
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Votes
15
IC Internal usage.
It will be very useful to show the quantity on hand when entering, as in OE orders. I have clients who use this extensively and find it a real pain when the entry will ...by: Chris S. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Operations Management
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Votes
9
SageCRM calendar in 15 minute increments
Within SageCRM it would be great to have the ability to breakdown your calendar into 15 minute increments just like you can inside of Outlook.by: Rob L. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
9
Allow CRM Calendar Screen to show in a separate window.
Since more and more users have 2 monitors, allow the CRM Calendar to show in a separate window so that users can put it on a 2nd monitor. This would allow users to see ...by: Stephen H. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
19
Be able to send a Document as attachment in an email in SageCRM
You can send Global Documents and also attach local files with the email editor, but need to be able to attach a document from the Documents tab in an email. Currently ...by: Stacy D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
Change the email / sms fields to allow for the full email or sms ...
At the present time the user sms field looks at the entry and combines the @ with the common domain in the sms setup. If you try to cheat and enter the complete address ...by: Steven E. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
22
Recurring Invoices in OE
It would be great to have recurring entries in OE. It is a hard sell to use AR recurring when the client wishes to use OE for stock analysis. We have written macros to ...by: John W. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Operations Management
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Votes
5
Ability to create recurring entries in Accounts Receivable
Ability to create recurring entries in Accounts Receivable as it is currently in Accounts Payableby: Iliana F. | over a year ago | Last activity 2 months ago | Status changed over a year ago | General Enhancements
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Votes
10
Security and Bank Services
Add security by bank code so that users can only reconcile certain bank accounts.by: Nancy C. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Setup / Environment
Welcome to the Sage 300 ideas forum. We are listening!
