-
Votes
2
Need to be able to select All invoices with one click - like when ...
When choosing invoices to pay in Select invoices for payment, I can condition the list by due date, and range it on vendor, then to choose all of those invoices, I simply ...by: Shelley D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
Add Last EFT and Last Credit Card to the Accounts Payable vendor ...
Currently the Current balance tab on the Vendor Setup includes the Last Invoice and Last Check information but does not include Last EFT or Last Credit Card Payment. To ...by: Patrick R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
In Accounts Payable, when setting up a Recurring invoice, let us press ...
Since we enter the Principal, Interest %, and number of payments when setting up a recurring invoice, it would be great if the system could calculate the principal & ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
Only show current period transactions in bank reconciliation
When you do a bank recon, you can see all transactions that are posted to GL, even though they are in a future period. There should be an option to only see transactions ...by: Linda S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
I was given a report in 2001 CM Cash Book Per Bank it is a GREAT ...
in design notes: "The purpose of this report is to show each cash transaction and associated details, as well as a running cash balance." In spreadsheet format.by: Dana H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
1
Diverse Spending Tracking
Provide location in vendor information to track Diverse Business Enterprise and certification information. Further provide reporting that shows spending for current ...by: Raymond V. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
Taxes do not calculate in Enter Quick Bill
Resolve issue with taxes not calculating in 'Enter Quick Bill' but shows up in AR correctly.by: Kristin P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
Entering AR Cash Receipts, we only want to see the invoices that have ...
Intercompany accounting is turned off. When entering cash receipts, we specify the bank account, and then select the invoices we are applying the check to. However ALL ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
5
When entering Cash Receipts in AR, let us use "Conditions" or a ...
Allow us to filter or condition to only apply the cash to invoices that meet a specific requirement. Let us filter/condition by GL prefix, Job, etc.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
8
Prevent or warn if billing over 100% on contract based invoice
In Billing, if the billed value of a line item is greater than the scheduled value, provide a pop up warning to notify the user. There is no indication that a line is ...by: Nikki M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
View and record A/P miscellaneous compliance items in Commitments
In Commitments, it allows to record Insurance requirements for a vendor & project that is reflected in the Accounts Payable Subcontractor Compliance Management screen. ...by: Nikki M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
9
Restrict user access to specific Bank Accounts
In Record level security under CM Bank Account tab that list Bank accounts and Security ID level. Currently is available for reporting purposes, would like to see it ...by: Suzan P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
13
Show notes in Timberline on AP items
Is it possible to show notes attached to an invoice, or at least make it known that there are notes attached to the invoice. In Timberscan when notes are attached, they ...by: Jody M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
10
Cash Receipts - Show Invoice Date
Hi, Would love to be able to see invoice date when applying receipts in Accounts Receivable. At present it only shows the invoice number and amount, so if you send lots ...by: Leticia F. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
6
Make list button on Record Manual checks, so you can select multiple ...
When selecting the invoices from the list button, allow the windows shortcut keys so you can select multiple invoices at a time, and not one at a time. either use the ...by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
6
Compliance Issue with Subcontractor's Lien Waivers
When a subcontractor has more than one application for payment in the system to be paid and is missing a lien waiver for one app but not the other one, the app with the ...by: Sarah V. | over a year ago | Last activity about a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
2
GL budget amount fields too short in entry screen
The database allows for 17 numeric characters in the GL budget amount fields. But when manually entering or importing a budget, only 11 characters are allowed. A 100 ...by: Sherry R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
GL account deletion warning
A warning should be given before deleting a GL account with activity or a balance including in prior year. While running 2017 reports to compare to 2018 we found a few gl ...by: Phil B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
5
Warn of closed periods in GL entry
Before posting journal entry should warn if there is a closed period for any of the line items. We have multiple companies that we may post to. When doing a JE for a ...by: Phil B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
-
Votes
3
Need better Forecasting/WIP functionality
There needs to be a better way to forecast and look at WIP into the future. Currently it can't be broken down within the system between cost codes and time frames. ...by: Curtis M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
Welcome to the Sage 300 Construction and Real Estate Ideas site!
