• Votes

    35

    EFT payments need to be tied to the bank reconciliation report

    Vendor name is not listed on the bank reconciliation report for EFT payments. This makes it difficult to determine each month who the o/s payment is to. Our auditors ...
  • Votes

    2

    Paperless: allow export invoices to closed jobs

    Currently we have to open the job in Sage if it is closed to export invoices from Paperless to Sage. We allow costs to closed jobs in the JC module, this is not ...
  • Votes

    6

    In MyAssistant, let us request a read receipt on the email

    When setting up the Notification, allow us to request a read receipt
  • Votes

    10

    Let us renumber a job in Job Cost

    We have a job incorrectly set up with an incorrect section. Costs and billing have hit this job. We want to just renumber the job and have all of the job's transactions ...
  • Votes

    29

    Export to Excel file readable

    Please update the software so that saving a file as an Excel file produces a functional and readable file. Now it is all out of alignemnt and thus not useable without ...
  • Votes

    2

    My assistant use same email more than once

    We have intercompany payments so i need to send the ap remittance to my email and to more than one company. Same thing with pr we have spouses, kids but each person has ...
  • Votes

    1

    Replicator - Replication Times

    In the Replicator Setting one should be able to enter in a start time and an end time with an interval between replications. Example. Start at 08:00 Stop 18:00 Interval ...
  • Votes

    60

    Make your windows work better for large monitors.

    I have 2 large monitors. I'll be working on the left one and a window opens in Sage all the way to the right side of the right monitor, not even in my peripheral vision, ...
  • Votes

    6

    Add ability to track IRS Form 1099 limited liability company tax ...

    The IRS requires Form 1099 to only be sent to limited liability companies whose tax classification on their IRS Form W-9 is P (partnership). Currently, Sage does not ...
  • Votes

    3

    Is the Sage 300 CRE application v13.1 able to be setup to use Active ...

    Is the Sage 300 CRE application v13.1 able to be setup to use Active Directory authentication? I asked because I'm seeking to deploy it through our Citrix environment. ...
  • Votes

    11

    Integration with Xactware's Xactimate

    Who would want this: All insurance/restoration contractors who use the Xactimate estimating software honored by insurance companies. Why its valuable: Businesses who ...
  • Votes

    2

    In Sage 300 CRE v13.1 and higher you need to include a Mailing ...

    This would be helpful in reporting to different agencies. New hire requires Physical Address, and most everyone else requires Mailing address. Some agencies require ...
  • Votes

    6

    SageEstimating: Would be nice to have a way to undo after doing a ...

    There is an option to fill down when in the grid in Estimating but if we do and it was not a good move or we realize we took a few row extra by mistake, we have no way of ...
  • Votes

    23

    Project Management Job Contact List more interactive

    Make the Project Management Job Contact List more interactive by adding searches, filters, sorting etc. similar to what is available in Excel and Correspondence Log. As ...
  • Votes

    1

    Sage Estimating: Overhead / Profit Calculations (Previous Group Total)

    Scenario: Estimate Subtotal #1 $100,000 Overhead @ 10% $10,000 Estimate Subtotal #2 $110,000 Profit @ 10% $11,000 Estimate Total #3 $121,000 The correct calculation ...
  • Votes

    9

    When you enter a manual invoice in AR you should be able to print it. ...

    NOTHING MORE TO SAY.
  • Votes

    131

    PRINT OUTS- When you go into printouts it should not close out after ...

    It should be able to hold the place so that if the file you just opened is not the correct file you don't have to go through everything to get back into it and open ...
  • Votes

    6

    A space for the security code in the Credit card setup

    We use the credit card so there is a space for the credit card name and Number but there is missing a space for the Security code.
  • Votes

    1

    Record Security needs to restrict reports

    Record Security needs to restrict reports and inquiries by GL Company and GL Office. I added a user that should access only data for GL Office 1-02 and see only AP aging ...
  • Votes

    21

    Block duplicate social security numbers

    Since the Payroll Employee Social Security field is required, it would be nice if the system could verify that the SS# entered is not a duplicate located on another ...