• Votes

    2

    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

    2

    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 ...

  • Votes

    5

    Bank Services / Reverse Transactions - prompt the user for the ...

    Users often want to Reverse Transactions (Bank Services) using the same date as the original transaction. Sage 300 currently populates the Reverse Date with the current ...

  • Votes

    6

    AR Receipt Batch - prompt the user for Deposit Date rather than ...

    If the user was prompted for the "Deposit Date" in the AR Receipt Batch there would be a great deal less Bank Reconciliation issues. Often users enter deposits several ...

  • Votes

    4

    To be able to print a Trial Balance that covers different years, like ...

    We have different departments that run on different periods of time. It would be great if we could run a trial balance for the school year September to June or we also ...

  • Votes

    3

    To disable the function of Delete button on keyboard to delete batches ...

    We can hide the Delete button from batch list window using customize UI Profile in order to avoid user to delete the batches in GL, AR, AP. However, if the user press ...

  • Votes

    3

    GL Batch notes

    Allow notes to be created and attached to a GL batch for future reference. I often have questions about a particular entry of a GL batch and I can't post that batch ...

  • Votes

    2

    Ops Inquiry Transaction Source Currency

    On the Ops Inquiry Transaction tab, the extended cost source currency has a the functional currency symbol(in my case the $ sysmbol) even if it is euro, pounds, etc. ...