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Votes
3
print multiple invoices as individual PDF files per invoice and/or per ...
First of all, let me be a name dropper and say David Clouse thinks this is a FABULOUS idea, and wonders why someone has not thought of it before. More and more customers ...by: Randall S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Add a feature that will give a one-click option to reverse a 3-7 or ...
This will satisfy our CPA's requirement to not affect AR postings and reporting for previous GL periods but still allow us to adjust contract billings due to last-minute ...by: TEST T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
EFT/ACH for Client Refund
On behave of a client, they would like to see an option for refunding clients through EFT/ACH. As the current option only has refunds for clients with paper checks.by: Sarah C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
inactive client
After we merge two clients the "from" client status is changed to Inactive, but in the Client, under Edit the Inactive Record is not checked. Unless this is checked, ...by: Linda B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
create job by customer by location
We have customers with several locations, I want to create the job directly to the location. We can do this in service receivables but not in jobs. We should be able to ...by: Britta M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
show all jobs regardless of status
I was looking for a closed job in our current year. I checked "show inactive records" and "all status" and i couldn't find it anywhere. It took having to go back to our ...by: Sherri S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-5 Project Dates
Allow Admins to edit the Project Dates section. Currently, Sage only allows Dates in all of these fields. It would be nice if Sage would allow Admins to change them from ...by: Eryn D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
3-5 Job Status Change Dates
It would be very beneficial to have a "Project Status History" tab in 3-5 Jobs like the Raise History in 5-2-1 Employees. We are currently using the Project Dates section ...by: Eryn D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Transfer Job Level security settings to Sage Paperless Construction
Include a function that will allow the Job Security Level settings for Sage 100 Contractor job records to transfer over to the Sage Paperless Construction application. ...by: TEST T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
Voiding 3-7 Progress Billing voids all subsequent invoices
If an invoice needs to be voided and it was billed in application #2 it will automatically void any invoices billed after that application. There are changes all the ...by: TEST T. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
top 25 cutomers sales report or other sales reports would be nice to ...
It would be nice to have some standard sales reports to see what your customers sold per period or date and also be able to see how your salesmen sell per period.by: Aurelia D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
We should be able to change the holdback rate in progress and unitary ...
Currently we are unable to change a holdback rate mid project without all of the calculations on the billing going crazy and then not able to post a changed invoice if ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Why is it not possible to change the calculating of amounts on a ...
Eg. Instead of having the billing generate numbers based on previous and current holdback, we should be able to change it so that we can just have a sum of the holdback ...by: Joanna N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
In 3-5 it would be nice to have a tab at the bottom to allow you to go ...
On the 3-5 screen it would be nice to go directly to the job estimate when you look up a jobby: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Client Discount Levels for Parts / Assemblies
I would like the ability to assign client discount levels to our standard list of parts / assemblies (if applicable) for a client. So if I have a pricelist for the ...by: Matthew S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
In progress - AR invoices
I would love to have a in progress invoice option. 3-2 Receivable has a review or dispute but these still post to GL. If we could have one that remains un-posted (in ...by: Katherine D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
16
Please create an AP/AR aging report on invoice date
Need aging by invoice date not periodby: Carey G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
Add the ability to edit the Phase field on existing records.
Add the ability to allow the user to edit the Phase field on existing records. This will save precious time when invoicing the customer for the correct job phase, if ...by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
hot list on closed progress billing
We want to be able to uncheck the hot list box on closed progress billings, but changes cannot be saved.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Add column for sales tax amounts in AR billings lookup window for jobs
The Contract summary doesn't include sales tax, but the total invoice does. Please add a column for the sales tax amounts in the AR billings lookup window so that users ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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