• 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 ...
  • Votes

    9

    Payroll Calculations in a query in 5-2-1.

    I would like to be able to run a query in 5-2-1 for Payroll Calculations.
  • Votes

    2

    Please add Additional % withholding option to employee W-4 tab

    Employees are only allowed to add additional dollars to Federal and State tax withholdings. Please add an option to add an additional % of gross wages to both Federal ...
  • Votes

    3

    RVJE date updates for reversal

    When an RVJE is posted, the reversing side has the same date as the original posted side. This date should advance to the month of the reversal.
  • Votes

    1

    Depreciation Report at point in time (as of date)

    Please create a depreciation report which allows the user to select the as of date so reports can be provided at a specific point in time for audit purposes.
  • Votes

    2

    I would like the transmittal to pull the address from the Billing ...

    We use the general info tab typically for the physical address. Some clients have P.O. Boxes. Typically the transmittal are mailed with a packet so the general info ...
  • Votes

    13

    Inactivate Phase

    I would like the ability to inactivate a phase once it has been completed so no other costs can be posted to it.
  • Votes

    2

    Payroll - Help Creating Pay Periods or Be Able to Pre-Load Pay Period ...

    It would be really nice to be able to preload pay periods in to the Sage Program. Maybe even have the program help you to create your pay periods in the system.
  • Votes

    6

    Need to show the vendor's actual corporation name and the DBA (doing ...

    Need 1099s to show the vendor's actual corporation name and the DBA (doing business as) name without having to change the vendor name in 4-4 Vendors at tax time.
  • Votes

    7

    AP Aging Report - Invoices should appear on report if they are split ...

    I would like to be able to run an AP Aging report by job and have all invoices appear on the report. Whether or not they are assigned to one job or multiple jobs. ...
  • Votes

    4

    Sort by columns in Daily Payroll Entry (5-5-1)

    We need to be able to sort by column so that we can group employees alphabetically or job numbers in sequential number. Not as they were imported into payroll.
  • Votes

    2

    Sage SSO needs to allow the employee to receive an emailed copy of ...

    It could even email each day when time is submitted. There also needs to be an SSO category on the drop down.
  • Votes

    3

    Sage SSO needs to have the menu box next to each day on the ...

    so that you don't have to keep scrolling back to the top when you are entering time.
  • Votes

    1

    SSO-Purchase Orders Without Pricing

    We would like to be able to attach purchase orders to jobs in SSO without the cost information. Our installers need to see the PO's but we do not want them to see the ...
  • Votes

    3

    Labor Sell Rates on Estimates/Takeoffs

    It would be nice if you could set the labor cost and labor sell price for each Takeoff/Estimate. Currently I can update Overhead/Profit by Cost Type to set the labor cost ...
  • Votes

    2

    SSO Forms-Allow Email to Customer To Complete

    It would be nice to be able to send a custom job or work order form for the customer to complete. This would be for a Customer Satisfaction Survey.
  • Votes

    6

    Status updates email alerts

    Is there a way to get automatic email alerts when a job status is changed? It would be useful to alert other team members of any changes. Something with a check box to ...
  • Votes

    1

    Export new job to Trello board

    Is it possible each time a new job is opened to export the Short name and job description into a Trello card on a Trello board. Trello has some good project management ...
  • Votes

    6

    Track vendor certificates by job - in 3-5 Jobs

    Track vendor certificates by job - in 3-5 Jobs adding the certificates for all trades per project is great; however, if the budget has been set up and subcontracts have ...
  • Votes

    5

    Need more room in the description field- need to be able to display ...

    We are having the issue now of not having enough room to put in all the details for the customer to know exactly what they are paying for. There needs to be a bigger ...