• Votes

    22

    Bank Reconciliation

    Can we have the Account Current Balance changed to the GL balance at the date of the statement cut off date that is entered when starting the bank reconciliation? This ...
  • Votes

    22

    Automatic positive pay report to upload to financial institution

    Automatic system generated report for check registers which can be uploaded to company financial institution in required bank format.
  • Votes

    22

    Make drill down reports able to be sorted by Date, and exportable to ...

    Example, when I run the Balance sheet report and click into one of the accounts to see all the transactions, they are set to be sorted by Record# so the dates are not in ...
  • Votes

    21

    Create certified payroll reports in hml format

    California's new eCPR website will only allow me to type in each person's payroll, or to upload a file in HML format. When I print the certified payroll to Excel, it ...
  • Votes

    20

    401(k) reports

    Need some premade 401(k) reports instead of the cumbersome query searches. Looking for reports per payroll period as well as yearly summary reports.
  • Votes

    18

    Client income vs expense for all jobs

    A report by client that shows all jobs with income vs expenses so that we can determine if it is a client that is profitable on a whole to work with or if they are a ...
  • Votes

    16

    I am experiencing an insurance audit, and need date parameter reports.

    They want the payroll and Subcontractors information for a specific date parameter. Please add this feature to all of the Sage reports so that we can minimize the time ...
  • Votes

    14

    Retainage billed report

    We need a retainage billed report so we can keep track of which retainage was billed and its aging. Right now you can not tell if it was billed and how long ago it was ...
  • Votes

    14

    Creating Financial Statements

    There has to be a way to create financial statements in this software without having a degree in computer coding. The financial statements that are offered in this ...
  • Votes

    13

    Add common reports like "Income Statement by Quarter"

    A very common report for banking and reporting requirements is an INCOME STATEMENT BY QUARTER. This is not available in Sage, which is beyond comprehension to me. PLEASE ...
  • Votes

    13

    The ability to operate in Cash Basis accounting

    Our business doesn't always allow for information input for costing to give us the proper revenue on our financial statements - therefore cash basis accounting should be ...
  • Votes

    13

    Bank Reconcilation

    It would be nice to have a summary at the end with Total check and payments uncleared, Total Deposits & other credits uncleared. All uncleared transactions. American ...
  • Votes

    13

    Combined SR/AR Report by Client Name or Number

    Could you provide a report where we can view combined jobs and service receivables by client name or number with 30/60/90/120/120+ columns and total the columns on the ...
  • Votes

    13

    Remove Posting Periods!!

    No purpose for them aside from wasting time and adding room for error. That's what the dates are for. Or set the periods to automatically change based on the date ...
  • Votes

    12

    General Ledger report 2-4-21 with Subaccounts included

    Can you please add a General Ledger report that also includes the Subsidiary Ledger detail within the report. When reviewing the GL I have to pull both the 2-4-21 and the ...
  • Votes

    11

    Department Income Statement Previous Year Comparison

    Sage 100 should have a Department Income Statement - Previous Year Comparison so you can compare year to year by department just like you can on the company as a whole.
  • Votes

    11

    Retentions from Accounts Receivable and Accounts Payable need to be ...

    Users of financial statements need to see retentions withheld from Receivables and Payables to provide clarity. The software already accounts for retentions; the balance ...
  • Votes

    10

    Allow customization of financial reports

    I have a company with seven different divisions. I would like to be able to create a P&L with each division on a column instead of having to manually do it in excel. See ...
  • Votes

    10

    G/L account budget to actual

    If we create budgets for various g/l accounts, there should be a report that can tell us what % of our budget has been utilized. The 2-3-33 Income ...
  • Votes

    9

    Cash Basis reporting

    Please allow the ability to create Balance Sheet and Income Statements in Cash Basis! My CPA keeps bugging me to request this. I'm finally used to Sage after many years ...