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Votes
4
Over 120 Day Aging Column
Most companies have a line of credit with their bank that carves out certain receivables from eligibility; in construction, 90 days is too short for a paid-when-paid ...by: Pamela W. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Ability to correct invoice numbering and a fail-safe to prevent it ...
We create hundreds of invoices a day and use the "next" feature. At some point, a one click error between our order number and invoice number on one invoice was made and ...by: Cathy E. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | Accounts Receivable
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Votes
9
email with the outlook email link an attachment with a report in ONE ...
For example, email a 11-2 work order invoice with the attachment ie from sage service operations to outlook to send to client. Not all clients are set up in mb 3-6.by: Shawn E. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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Votes
66
Job Status Issues!!
Requested new Job Status' ... PLEASE!!! Inactive Cancelled We need another job status for use when the job is 100% done in the field but we have not been paid in full ...by: Beth A. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
T&M Computing
It would be a great idea to have a date range when computing the T&M invoices. Sometimes we have a customer that is billed a contract price and don't need to compute ...by: peshe p. | 5 months ago | Last activity 4 months ago | Status changed 5 months ago | Accounts Receivable
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Votes
3
Tax features in AR and AP
Some of the more robust tax features in Accounts Receivable such as the cost type selection for Tax Entities are limited to some billing types such as T&M but do not work ...by: Tim M. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
14
Process payment without client invoice
Need to be able to post a payment to a customers account without an invoice be posted to their account.by: Jennifer T. | about a year ago | Last activity 4 months ago | Status changed about a year ago | Accounts Receivable
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Votes
6
3-6 Total AR Balances as a field
In the 3-6 Window, there is a handy “Service Balances” field, where it shows the total dollar amount outstanding from Service Receivables. Even better would be an “AR ...by: Ryan B. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Add Job Status of "2" to Update tab
When using the Update tab in 3-5, add status "2-Refused" so that we can update the jobs that are still in the bid status.by: Charles S. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Post S/R Invoices to A/R just like how the 3-7 and 3-10-4 Screens Do
I know this would require a major redesign, but it's necessary. The design of having S/R separate from A/R creates double the work, increased likelihood of errors, and ...by: Ryan B. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
14
email Overdue Receivable Reminders to clients
Please add the ability for the 3-1-9 report to automatically get emailed to the client's email address as listed in the statement email address field so it shares the ...by: Charlene D. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
15
bulk emailing for customer invoices
The ability to email all invoices entered for the day to customer emails all at onceby: jenny p. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
22
11-2 and 3-2 Email Invoice Save Default Message
Can you please allow user to save the email message in 3-2 and 11-2? Having to retype the same message every time I email an A/R or Service Invoice is tedious.by: Tara R. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
24
email options
when creating an invoice if you are given the option of a pop up box or warning that customer prefers emailed invoices rather than regular mail and wasting paper.by: Tanya L. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Enter overpayment in 3-3-1 for invoices already paid.
Include option to enter overpayment for invoices already with a paid status in 3-3-1 cash receipts and have this entry automatically create a credit invoice (similar to ...by: Kassandra B. | about a year ago | Last activity 4 months ago | Status changed about a year ago | Accounts Receivable
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Votes
15
Edit T&M Invoices before posting
We have times while creating T&M invoices where we want to apply discounts for items or add additional charges (min trip fee). There is no easy way to edit T&M invoices ...by: Nick A. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Be able to set up T&M bill wage rates by employee position
In 3-10-5 it would be nice to add a rate by employee position. Employee position would read from employee records under human resources tab and position. This would allow ...by: Talaena C. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
12
T&M Billing Wage Rate by Position
The job cost transactions do not import the Employee Position from payroll. This employee position/title is often required to support the employee billing rate with ...by: Kenneth M. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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Votes
5
3-10-2 Compute T&M by Date Range
We use the 3-10-2 Compute feature frequently but would like to request a new report format. We need to run a compute by a date range of payroll to capture the days an ...by: Dana G. | 9 months ago | Last activity 5 months ago | Status changed 9 months ago | Accounts Receivable
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Votes
2
make a stop compute error notice for employees not in T&M billing ...
There is currently no stop default if an employee is to pass thru the compute T&M Invoice (3-10-2) setup without an actual setup on a T&M billing in( 3-10-1.) The ...by: Jana B. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Accounts Receivable
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