• Votes

    1

    Record who posted gl batch and when

    Add a new table that indicates who posted a given GL batch and when it was posted. Added: 2018-05-27

  • Votes

    1

    Bank Services GL Integration to allow configuration of G/L source ...

    Bank Services GL Integration to allow configuration of G/L source codes like in AR GL Integration. Added: 2018-05-23

  • Votes

    1

    Advance Credits

    Advanced Credits should be available in the apply documents field to be applied as they often relate to a number of credits. Please make them available. Idea added: 13 ...

  • Votes

    8

    Deleting customers

    It should not be possible to delete customers in AR if there are open orders for them in OE. Especially when OE is setup to NOT allow non-existent customers. No brainer ...

  • Votes

    2

    Ability to hide or mask SSN/SIN number on 1099/CPRS

    As in Payroll ability to hide or Mask the SSN or SIN number when printing the copy for Recipient. Still need to have a copy with it showing for Government submission.

  • Votes

    1

    filtering status in bank rec

    Currently you can only filter the record status by the following criteria: Outstanding, Reconciled or all. For us, it would be really nice if 'outstanding' included ...

  • Votes

    1

    budget Transactions

    it would be great if sage add: 1-form to enter daily Budget Transfer from account to account 2-form to enter enhancement (increment) 3-add feature of check fund in all ...

  • Votes

    1

    GL Security, View reports only and No posting option

    I want to use GL security to disable a system User from posting into a certain account. I however want him to still have the rights to view reports and do account ...

  • Votes

    10

    Search Option for Bank Reconciliation.

    There should be an option to search transactions on Bank Reconciliation screen by the amount, document number and, check & receipt number. Bank Reconciliation currently ...

  • Votes

    5

    Search Option for Bank Reconciliation.

    There should be an option to search transactions on Bank Reconciliation screen by the amount, document number and, check & receipt number. Bank Reconciliation currently ...

  • Votes

    4

    Project costing transaction history with Year/Period selection

    Please include the Year/Period selection in the Project Costing Transaction History. Currently only have selection for Contract/Project/Category/Resource/Application.

  • Votes

    1

    Add filter to Bank Deposit Register for Reversed Status

    There is no way to print a deposit register showing returned/customer cheques/deposits

  • Votes

    4

    EFT direct deposit should be built in to the A/P Module - Sage 300

    EFT Direct Deposit should part of the A/P Module. I am new to Sage 300 and am shocked to find that this has not been addressed. We are looking at an extra $2,000 up ...

  • Votes

    3

    Receipt batch by invoice # only.

    For companies that use unique sales invoice numbers. The system could look up the actual customer based on the invoice number.

  • Votes

    3

    Would like a link from AP 1099's to Aatrix to e-file the 1099's

    currently using Sage 300 2017

  • Votes

    4

    Importing and reconciling from OFX statements needs more options

    There should be the option to match transactions by dollar amount, especially for deposits. The current OFX import feature is almost useless.

  • Votes

    3

    Provide another file format option for GL Consolidations, like XML.

    Using CSV allows for too many errors during import - if there is a comma or carriage return in the entry description, the entire file gets thrown out of whack. We can't ...

  • Votes

    4

    T5 and T5 summary in AP

    Similar to CPRS - T5018, create T5's and T5 summaries for shareholder dividends and interest.

  • Votes

    4

    comment or note on AR to display

    I see a lot of ideas on comments - but not one I can see our requirement on. Basically when a not or comment is entered on the master file to have an option that this is ...

  • Votes

    1

    GL Transaction Inquiry - please show both Doc Date and Posting Date

    The only way to view the document date (transaction date) is to drill down into the original transaction OR print the GL Detailed Transactions listing. Please add both ...