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Votes
13
Create a report that Ages the AP/AR trial balance
For at least 14 years, the 90 Minds group has had requests for an AGED trial balance for both AR and AP. Auditors constantly ask clients for this report. Not taking no ...by: Jeff S. | 10 months ago | Last activity about a month ago | Status changed 10 months ago | Financial Management
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Votes
70
Set up Credit Cards as a "bank code" in order to be able to perform a ...
Right now you can attach a purchase from a vendor to the credit card vendor but there is no way to really reconcile the credit card statement other than manually. It ...by: Sandy R. | over a year ago | Last activity about a month ago | Status changed over a year ago | Financial Management
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Votes
18
ACH/EFT payment option added to AR Cash Receipt
With more companies sending ACH/EFT payments would be beneficial to add a drop down option of ACH/EFT as payment type in addition to Cash and Credit Card. Then allow on ...by: Theresa S. | over a year ago | Last activity about a month ago | Status changed over a year ago | Financial Management
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Votes
31
Add ability to print a/p aged invoice report by invoice date or ...
Would like to be able to print the a/p aged invoice report so that it agrees to the general ledger just like the a/p trial balance does. Bank wants to see and aged a/p ...by: Cathy D. | over a year ago | Last activity about a month ago | Status changed over a year ago | Financial Management
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Votes
96
Look up customer check info
to have the ability to lookup (or click on) a customer's check number and see what all was paid/deducted on that check.by: Amy J. | over a year ago | Last activity about a month ago | Status changed over a year ago | Financial Management
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Votes
11
Need the cash receipts to post to G/L by the deposit #, not with a ...
When posting multiple cash receipts for a bank, only the daily total posts to G/L detail. For audit purposes, need each deposit to post its total separately, as it does ...by: Lavonne K. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Financial Management
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Votes
5
Alter date of CM, DM or Invoice date in AR Module
posting errors occur all the time. I would like the ability to change the date of a credit memo, debit memo or invoice date in the Accounts Receivable Module through an ...by: Cheryl P. | 6 months ago | Last activity 2 months ago | Status changed 6 months ago | Financial Management
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Votes
8
Accounts Payable Invoice Payment Selection-MODIFY PROCEED BUTTON.
The Proceed button is very deceiving if you are not selecting by ALL included in a due date. When you complete individual invoice selections the natural human reaction is ...by: Karen R. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Financial Management
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Votes
6
Memo Code in G/L containing browsing path to a supporting Excel file ...
I have a spreadsheet in our work directory that is supporting several monthly journal entries. I set up a Memo Code, fill in a description and then I create the browsing ...by: Edward A. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Financial Management
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Votes
39
Retain General Journal and Transaction Journal memos and attachments ...
Retain memos and attachments after updating the General Journal or Transaction Journal update so they are viewable in Journal Drill Down screens.by: Regina G. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Financial Management
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Votes
11
Credit Card Transaction Feed
It would be beneficial to have a credit card transaction feed like bank feed. Where you can link your credit card to Sage and the transactions feed into a credit card ...by: Hillary L. | about a year ago | Last activity 3 months ago | Status changed about a year ago | Financial Management
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Votes
13
Show credit balance invoices in A/P Invoice Payment Selection
In version 4.x, credit balance invoices would display in Invoice Payment Selection, allowing the user to apply a credit when selecting multiple invoices for payment. In ...by: Ed W. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Financial Management
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Votes
40
Bank reconciliation adjustments should show as negative for ...
When on the deposits/adjustments tab in bank reconciliation. Deposits show as positive amounts (they increase the bank balance), however an adjustment that shows a ...by: Tom R. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Financial Management
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Votes
32
Would like the ability to have more than 36 bank codes
Many businesses use separate bank accounts for functions and require more than 36 Bank Codes. Currently are limited to A through Z and 0 though 9 (total of 36 ...by: Roberta V. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Financial Management
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Votes
26
Reconcile Bank Rec to General ledger
Reconcile bank reconciliation to General ledger as well as to the Bank Statementby: Anne P. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Financial Management
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Votes
10
User security per bank code
Be able to turn on security per bank code so certain users can see only certain banks in Bank Rec.by: Dana Y. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Financial Management
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Votes
17
You should NOT be able to Void a Check that has already been cleared ...
On multiple occasions, I have cleared checks in the Bank Rec Module, and following that, the AP clerk voids the check in the system. THIS SHOULD NOT BE ABLE TO HAPPEN! ...by: Cynthia S. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Financial Management
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Votes
208
When voiding an AP check and NOT recalling invoice automatically pull ...
NOT recalling the invoice for payment is in effect voiding the invoice, would simplify process if invoices GL distribution pulled in for us.by: Lori D. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Financial Management
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Votes
17
"Clear all checks" feature in Bank Rec
Please add a feature which allows the user to clear all checks with one button. Currently you have to manually uncheck each box which is time-consuming when you have over ...by: Cathy K. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Financial Management
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Votes
5
Transfer multiple invoices from one batch to another in S/O Data Entry
Have the ability to transfer multiple invoices from one batch to another batch within S/O Data Entry. Perhaps checkboxes to choose which you'd like to transfer from one ...by: Kayla M. | 9 months ago | Last activity 4 months ago | Status changed 9 months ago | Financial Management
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