• Votes

    3

    Allow Process AP-AR invoce settlement to be used with 0 or negative ...

    Currently you can only process if there is a positive ballance on the AP vendor. Since it creates a new record we should be able to process even if there isnt a positive ...
  • Votes

    3

    Add a configurable option to consider Trade Discounts during ...

    Currently commission does not take the Trade Discount into consideration when it is calculated. In my opinion the commission is therefore incorrect. So I feel the amount ...
  • Votes

    2

    National Accounts Customer Status rollup

    On the parent account when using national accounts the Customer status screen should show the data rolled up for all accounts that are under it. Inclusion/exclusion could ...
  • Votes

    5

    Add a control to the ACH fields to restrict access and to track and ...

    We need an audit trail to monitor changes to a Vendor's ACH payment information (Routing # or Acct #). The audit trail should include the Old Values, New Values, Date ...
  • Votes

    12

    Allow vendor Invoice #s to be included in the ACH payment file.

    The ACH payment file should contain the vendor invoice #'s as a standard feature. There should also be an option to use the full NACHA file capability to send additional ...
  • Votes

    4

    Create an option to select all batches at once when posting CM batch ...

    Create an option to select all batches at once when posting CM batch entries. IFor example, if I enter 100 bank transactions in one day, when its time to post CM batches ...
  • Votes

    1

    Ability to Process Credit Card Refunds on un-posted Credit Memo in ...

    Add the ability to process a Credit Card Refund which entering a Credit Memo in Process Invoices. With the understanding that batches/credit memos containing an ...
  • Votes

    8

    Ability to Process Credit Card Refunds without the requirement of a ...

    The current Sage Credit Card Module requires a previous charge exist for a credit card refund to be processed. I'd like to be able to create a new Cash Receipts Batch, ...
  • Votes

    4

    Integrate Sales Orders with Project Accounting

    Would like to be able to tag a Sales Order to Project, Phase, Task, Cost Classification so that the cost of the items shipped would automatically go into project WIP and ...
  • Votes

    3

    Prevent Generation of duplicate Recurring Vouchers

    In AP, if you have setup a Recurring Voucher on a montly cycle, then generate and post that voucher, the system will allow you to choose that cycle and voucher and ...
  • Votes

    6

    AP edit View allow the ability to change the invoice date.

    After a voucher has been posted and you notice the invoice date is wrong. Customer's would like to change the data in the edit view feature instead of creating debit and ...
  • Votes

    4

    Enhance auto-populate GL account in AP Process Voucher for faster ...

    When entering a voucher line without an item in AP-Process Vouchers, allow the GL account to default from the Maintain Vendor Defaults tab EVEN IF THE ITEM DESCRIPTION ...
  • Votes

    4

    Add Tax Exemption Validity/Expiry Date

    Under maintain customer, tax exemption, there needs to be a validity and/or expiry date columns in the grid. Some tax authorities in the USA require the exemptions to be ...
  • Votes

    2

    National account credit check by aging category

    There is no option in Maintain National Accounts to check credit by aging category like you can for individual customers. We have many national accounts and we can not ...
  • Votes

    1

    GL Journal Batch- warn if add Reversal Date and there are Journals in ...

    After entering a journal in GL, customer realizes that they forgot to put in a reversal date. It's nice they can add it still, but would be better with a pop-up that ...
  • Votes

    5

    uploading from excell

    importing payments from excel into sage
  • Votes

    5

    AR- Post Cash By Invoice Number

    We need the ability to post cash by specific invoice number rather than just to a customer number.
  • Votes

    3

    Allow Vendor Item ID (Cat#) to be viewed on PO and Receiving Panels

    Items set up in inventory module utilize that specific organization's numbering logic. While this number is important for many reasons internally, it does not mean ...
  • Votes

    5

    Support CTX format for ACH

    The CTX format permits more addenda records.
  • Votes

    5

    Reconcile Balance Sheet accounts

    I would like the ability to have a reconciliation feature on any or all balance sheet accounts. How does anyone manage with the current system to ensure that they know ...