• 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

    1

    In AP Vendor Setup, Let us store an Authorization Code

    For certain vendors, I'd like to be able to store the default authorization code for invoice approval.
  • Votes

    6

    In AP Vendor Setup, create a setting to let the vendor's invoices ...

    For certain vendors, like utility company (phone, electric, etc.), have a setting on the vendor that would indicate that all invoices for tvendor were to be automatically ...
  • Votes

    10

    MyAssistant - Allow a Crystal Report attachment to be run multiple ...

    I am sending the resulting job list from the MyAssistant condition as the parameter for the crystal report. The resulting email to a Project Manager should have (for ...
  • Votes

    8

    An easier way to correct a cheque voided with a future date

    A way to change the void date without it taking hours, the same way that you can change the date on an invoice.
  • Votes

    4

    Open the status table in PJ submittals in order to allow users to add ...

    We are unable to add submittal status items to this table. This is inconsistent with other tables in PJ such as the RFI status table. By allowing this table to be ...
  • Votes

    3

    Characters in Addons

    In Estimating, Totals page, I'd like to have more characters that 30 in the addons. And I'd also like to be able to wrap text them.
  • Votes

    7

    Fix ACA Reports

    The Time Sheet report which Sage has suggested we use to enter the ACA allocated hours is not useful because it does not summarize each employee for the month. It also ...
  • Votes

    2

    Estimate import to a change request should convert labor from 'ch' ...

    Sage300CRE 13.1 PJ - When importing an estimate to a change request/change order, it should be able to convert labor from 'ch' (crew hours) to 'Hrs'. As it stands now, I ...
  • Votes

    8

    Capability to import contact information from outlook.

    Sage300CRE V13.1 PJ - It would be nice to be able to import an existing contact or list of contacts from outlook into the project management system. I am just starting to ...
  • Votes

    5

    Drag and Drop Feature

    Sage300CRE V13.1 - It would be nice to be able have the option of dragging items from the desktop to an open Sage window. You could use it for text, files for ...
  • 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

    3

    In PJ, make the submittal log sorting available by the date of the ...

    By sorting by date, the submittals would be in chronological order and would remain in the same row throughout the submittal process, making it more user-friendly for ...
  • Votes

    3

    For Summary Vendors it would be very helpful on the Pending Invoice ...

    that's all I got
  • Votes

    5

    Add the ability to import Excel estimates into Sage Estimating

    Currently Sage does not allow the import of estimates created outside of Sage Estimating in Microsoft Excel. The ability of being able to import would greatly decrease ...
  • Votes

    13

    FS: should not have to redesign financial statements (or create ...

    If your financials include prior year balances, as soon as you close the yearend the numbers can no longer be read. It's January 2015 and we just closed 2014 but now I ...
  • Votes

    26

    CM Inquiries and Reports should be able to access Vendor Name

    Example: The Bank Register Inquiry will show the vendor name in the Description field if a cheque has been issued, however if payment is made electronically, the EFT code ...
  • Votes

    1

    Importing Sales Tax from EE to CR

    In estimating, I have sales tax that is normally allocated throughout the estimate. It is shown in the summary where the add-ons are located. When I try to import an ...
  • Votes

    4

    Sage Estimating - Price update file

    My company uses third party software to receive pricing and we upload those prices into the item databases through the price update file feature in Timberline 9.6. This ...