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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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Votes
1
3-2-26 Report
In the 3-2-26 Receivable Invoices, which is only for "paid" receivable invoices, to please show retention in the "total" field on the bottom of the invoice. Or in ...by: Alice M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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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 over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
13
When printing Invoices and more than one page, add page 1 of, 2 of , ...
When an A/R invoice has more than 1 page, it needs to print "Page 1 of xx, and have the total on the second page. The customer sees page one with total and does not ...by: Don K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
3-5 contract amount
There should be another place where the original contract amount and the PO's that have been approved show up on the 3-5 screen without having to go into the change order ...by: Wendy A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Allow Unique Record #s For Recurring Receivables 3-11
If a unique record # could be assigned for recurring receivables, then each of our departments can separate and order their records and post invoices quicker. At the ...by: Jackson 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
Modify 3-3-1 to show Invoice Date not "due date"
Would be easier to have the invoice date and not the due date in the Cash Receipts grid in 3-3-1by: Lori M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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