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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 11 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 11 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. | over a year ago | Last activity 11 months ago | Status changed over 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 11 months ago | Status changed over a year ago | Accounts Receivable
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Votes
4
invoice multiple jobs in one invoice to a customer
We are currently moving from Jonas to SAGE and in Jonas I can invoice multiple jobs in one invoice to a customer. Hoping this is in SAGE's future. We use this feature ...by: Cindy M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-4 include sales tax
wants the 3-4 report 21 to include sales tax lineby: kayla j. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
10
Include labor and material cost information on 3-5
3-5 has so much info available but it would be great if there were 2 additional buttons added for labor hours and purchases. This would make it so easy for project ...by: Sherry D A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Add "Overhead" to Sales tax column now titled ONLY "Profit" in the Tax ...
T & M billing. When in set-up currently if we put a figure in the "overhead" column, after computing the invoice it does not calculate sales tax on the overhead amount. ...by: Kelly R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Cash Receipts Fees
One of our major clients makes payments through Citibank and there are significant fees and discounts associated with the payments. We can enter the discounts, but we are ...by: Donna P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
38
Sage 100 Contractor - need to be able to put customers on credit hold
We have no way to put a customer on credit hold to avoid doing work for customers that are slow pay and that we no longer want to work with.by: Wendy 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
service contract add on
We have many service contracts with add on amounts that differ depending on client. It would be great if we could put the add in amount into the invoice with an option ...by: Pamela W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
contract billing cycle
We need to have more options under billing cycle. Currently, there is weekly, bi-weekly, bi-monthly, monthly, quarterly. semi-annually and annually. We have clients ...by: Pamela W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
6
List check payments full amount
When looking up payments it would be great if we could see the amount of the entire check. Right now it just shows each invoice paid and they all have the same check ...by: Klondike C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
add the option to clear pmt when billing invoice
First - this was a part of the billing screen previously. it was deleted to add something to the cash receipts screen and I can't remember what it was. I put cash ...by: Sandra F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
5
being able to print a statement for customer in the AR Screen
If you are in AR module 3-6 and pull up a customer. Have a button on this screen to print a statement instead of going out of that screen and going to AR 3-4 and pull ...by: Sandra F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Need separate bonding reports for Unitary and Progress billings based ...
Need a bonding report for progress billings that are based on contract dollar amounts and budget dollars. Then we need a bonding report for unitary billings that are ...by: Gina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
7
Bonding Report Cost Budget Figure
When downloading the bonding report, if the cost to date exceeds original budget it replaces the cost budget with the cost to date. Can sage have a way of preventing that ...by: Rachel A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Project Management documents to job tab
I would like to be able to see all related transmittal, submittals, etc. on a tab on the job tab just like the invoice tab or subcontract tab on the specific job tab.by: Jeff F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Finances charges per client should apply to all their jobs & print on ...
We should be able to specify the finance rate per customer & have it apply to all of that customer's jobs instead of having to specify for each job/contract. It seems ...by: Shannon M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-7 Progress Billing (Canadian Edition): allow the user to manually ...
3-7 Progress Billing (Canadian Edition): allow the user to manually override the Goods and Services tax calculation. Certain federal statutes require the user to change ...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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