• 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

    6

    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

    3

    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

    1

    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 ...

  • Votes

    1

    update recurring charge based on AR Item

    Having the ability to update recurring charge based on an AR item and not just on Distribution codes.

  • Votes

    1

    Blanket Order Master, then Releases...in both O/E and P/O

    It is quite common to have a Blanket PO from a customer when pricing and quantity per year (or no expiration date if needed) has been agreed. Then as the customer needs a ...

  • Votes

    1

    Ability to add Tax Groups to GL Accounts

    In the Municipality world, some expenses are recoverable at 100% and some are recoverable at 71% depending for which GL account it is for. If there would be an additional ...

  • Votes

    3

    Sage 300c Intelligence: Non Financial reports to be included as ...

    Sage 300c Intelligence: Non Financial reports to be included as standard reports. Currently only Financial reports (balance sheet and P&L) are available.

  • Votes

    6

    A/R Adjusments never come off the aging - (design flaw!)

    Transactions that have an Adjustment Transaction that fully applies to it seem to never come off the A/R aging, even though it nets to zero. If you choose to print ...

  • Votes

    2

    A/R Item Number Change

    Create an A/R Item number change like the I/C item number change.

  • Votes

    3

    GL Integration Defaults - the defaults for the recent versions have ...

    In more recent versions of Sage 300, the GL Integration defaults have changed. Put them back to the way they were previously (more significant data coming through the ...