• Votes

    3

    Making Payables ACH payment entries to Cash Management the same as ...

    Making the AP entries the same as the PY entries would make reconciling the bank statement a breeze. As it is now, you have to go back to each set of Payables ACH ...
  • Votes

    6

    I wish the scroll button on the mouse worked in the checking register.

    I am so used to using a scroll button to move quickly however, when I use the edit register feature it does not work thus slowing me down.
  • 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

    18

    export to xlsx format

    please update accounting and estimating to export reports and estimates to current excel .xlsx format. i know that newer versions of excel can open the legacy version. ...
  • 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

    7

    Allow Standard Extras in Job Cost, similar to Standard Cost Codes

    Allow the ability to setup Standard Extras and allow the ability to add the Standard Cost Codes and Standard Categories which would be used with those Standard Extras. ...
  • Votes

    5

    On the Job record, please increase the size of "City" field

    The names of some cities are longer than 15 characters. Please increase the size of this field to 20 characters to accomodate cities with longer names. If we are ...
  • Votes

    5

    Display Account Balance Before and After Entry in GL Add New Entries

    During GL Add New Entries task, display current account balance and future balance after posting the entry. This would help to quickly verify the impact an entry would ...
  • Votes

    3

    Ability to Post to future periods is a must

    Being able to post billings and contracts in the future months is a must in order for projections with the financials. Only being able to post one month ahead of what ...
  • Votes

    24

    AP- Inquiry-Invoice Register- Change sort options

    Would like the ability to sort inquiries by accounting date and/or invoice date.
  • Votes

    5

    allow an EASY global search

    you make me jump through hoops and select modules, indexes. Do me a favor, PLEASE look at how quick-books does it, and duplicate it. there you select find, tell it ...
  • Votes

    3

    Cash Management Search function should have more than one option

    When searching in Cash Management for a transaction, it would make sense to be able to search for a date and an amount not just one or the other.
  • Votes

    5

    Allow quick search functionality on Desktop for ANYTHING

    When using the desktop there is a field for Quick Search in the upper right hand corner. Allow this to have a true search functionality for Task, Reports, Inquiries, ...
  • Planned

    165

    Allow for inactive GL accounts

    When an account is no longer used, allow for it to not show on reports and lists in other applications.
  • Votes

    1

    CM - Bank Transfers Not Posting Needs to be Fixed

    CM - bank transfers not posting. I have had to call in too many times and create one sided GL entries for transfers not posting in CM, needing to be deleted and ...
  • Votes

    4

    Allow "Import Issues" to import a .csv file instead of a .txt file

    Allow "Import Issues" to import a .csv file instead of a .txt file. It's one step to save an excel file as a .csv file. But to change that .csv file to a .txt file, you ...
  • Votes

    21

    Office 365 Compatibility needs to be established and maintained for ...

    Sage products, like Timberline/SAGE 300 CRE should be compatible with Microsoft's office flagship product, O365 2013 & 2016. Currently none of the versions of the ...
  • Votes

    57

    AP - We need the ability to combine 2 Vendor ID's to retain ...

    If a vendor accidentally gets set up twice each with a slightly different Vendor ID, there is currently no way to combine the two ID's to keep both transactions histories ...
  • Votes

    124

    Allow us to make employee records inactive

    In Payroll, let us mark an employee as inactive. Then by default, have the PR reports exclude inactive employees.
  • Votes

    134

    Alert for accounting dates in future

    Produce an alert for accounting dates entered in far future. For example, current year is 2015 and someone keys 2051. Possible alert for date entered outside of six ...