• Votes

    1

    SSO security major problem

    Sage SSO security has a major flaw, it doesn't link to, match, or follow the Sage CRE 300 record security. First of all it is inefficient and cumbersome. Second and ...
  • Votes

    1

    Enable MFA Compatibility for MyAssistance App

    Microsoft depreciated App password functionality and due to the reason a lot of our clients are having issues sending emails as internal emails. Please work on a module ...
  • Votes

    2

    Billings: Change Work-In-Progress

    When entering a new line in Change Work-In-Progress, it requires the Contract Item to be seelcted using the Drop Down inatead of letting the end user enter it, can this ...
  • Votes

    1

    Add list to Recurring Invoices Set-up in Accounts Payable

    I have over 30 monthly/bi-weekly/annual/semi-annual recurring invoices set-up in AP. To find one to modify it, I have to manually click through each one to find the one ...
  • Votes

    2

    Add in vendor setup for the Tax ID # has to be entered or you have to ...

    When setting up a new vendor it would be helpful to have a warning for the Tax Id number so you would have to put in the vendors Tax ID or check a box not applicable.
  • Votes

    1

    Provide more clear direction on updates

    Currently there are 5 separate documents referenced to do a software version update. There is the Important doc, the system requirements, the release notes, the user ...
  • Votes

    1

    HIde N/A Fields In Paperless

    More fields than we need to see/use and clutter the entry and review screens for users. It draws attention away from entry fields that are important. I have turned tab ...
  • Votes

    1

    More Default Payment Types in Vendor Setup

    There should be an option to add additional Default Payment Types, cheque and electronic are not enough. There's also credit cards and Billpay (a different kind of ...
  • Votes

    3

    Print to File Setting under Options should be selected at the User ...

    Some users like to print their journals to the printer but others prefer to have them printed to file with the specified folder organization available in the Options - ...
  • Votes

    1

    Additional security to view vendor EFT info

    Would like to be able to add an extra level of security to prevent some users from seeing the vendor EFT information
  • Votes

    1

    Ability to import new vendors

    This request is more applicable to new implementations whereby a new Sage customer is wanting to migrate hundreds of vendors from their legacy system into Sage 300 CRE. ...
  • Votes

    1

    Cash Management - Fix master.cmm file to update properly so cash ...

    Bank Reconciliation Report - to fix balances on bank balance, register balance, and posted CM balance.
  • Votes

    2

    Job cost-task-change entries. When units are changed the amount needs ...

    Job cost-task-change entries. When units are changed the amount needs to be manually entered. Please change to an automatic calculation of units x unit cost. If you do ...
  • Votes

    3

    Make it so when we upgrade, if you've added a new field, we can ...

    Make it so when we upgrade, if you've added a new field, we can convert the existing custom field to go into that new field and delete the custom field we had setup to ...
  • Votes

    1

    Sage Paperless Release Approval Alert from the Invoice Manager

    It looks like there is an easy way to place an invoice on hold or release an invoice on hold in the Invoice Manager. However, it doesn't look like there is a way to add ...
  • Votes

    4

    AP, Pay Vendors by Credit Card

    Pay vendors by credit card. Add place on vendor record to pay with credit card number. When printing checks it would automatically be charged to a credit card versus ...
  • Votes

    2

    Job Cost Set Up

    In the "classic view" of Job Cost a person could when copying a job actually use the copy and paste command from the old job to the new job. Now, with the new view, when ...
  • Votes

    3

    Allow Dark Theme / Use Windows Current Color Scheme

    A dark theme is much easier on the eyes than a light theme for people working long periods of time at the computer. I have dark themes on all my software, and have ...
  • Votes

    1

    Version 17.1 and 18 ODBC Hotfix

    This is in regard to the Hotfix for ODBC in KB 91721. Bottom line is the instructions for this "Hotfix" is for us to rename an existing file on our servers and all ...
  • Votes

    1

    save configuration - allow to turn off ability in role settings

    I point multiple users to one default desktop; however, there is no option to turn off the "save configuration" for this user group. If one of them is feeling onery or ...