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Votes
10
Delete Invoices
If an accounting month is closed you can't change an invoice but you can delete one as long as payment has not been made. If the period is closed, you should get a ...by: Terry B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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
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Votes
9
Is it possible to import Excel entries into the Record Payments by ...
I create & have PM's complete Expense Reports for their credit card purchases which include the Job #, Cost Code, Category or GL account. It would save so much time if I ...by: Cori K. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 1 Financial Management
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Votes
9
Change the title of the Payment Date field on the invoice record to ...
There's Payment Date on the invoice record which is when the invoice should be paid by and there's Payment Date on the Invoice Payment record, Dist Payment record, Check ...by: April D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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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
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Votes
9
Ability for Sage to do a amortization schedule
Instead of using an outside software to get an amortization schedule to enter in AP, It would be nice if AP had a function to create the amortization schedule and use it ...by: Stephanie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
9
close period for multiple companies
Allow opening and closing of posting period for multiple companies simultaneously.by: Will M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
9
Record Payments By Credit Card: Streamline process
(1) Allow multiple/range invoice selection rather than one at a time, (2) Create an Option to bypass reviewing the detail and (3) Eliminate invoices with $0.00 balance ...by: Tom M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
9
requesting a pop-up screen with important notes about the customer or ...
We are requesting a pop up screen to show important notes about the customer or vendor if needed that shows up when you go to entering invoices, inquiry or setup for that ...by: Kristi C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
9
CM allow interest to be entered while reconcilling
When starting to reconcile a checking or savings account, allow interest to be entered on the first screen instead of having to enter it in Edit Register. Even basic ...by: Toni E. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
In JC let us unapprove an approved commitment Change Order
Once a commitment CO has been approved in JC, we are unable to change it. We would like to just unapprove the CO & adjust it, rather than having to enter a negative ...by: Mary Kay C. | over a year ago | Last activity 26 days ago | Status changed over a year ago | 1 Financial Management
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Votes
8
Someone who has access to one module only can see everything by going ...
We have an employee who has access to AP and JC only. Yet, when in AP or JC, if she goes to File>Printouts, she will see all activity in all modules, including how much ...by: Diane S. | over a year ago | Last activity about a year ago | Status changed over a year ago | 1 Financial Management
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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
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Votes
8
Add a spell check feature in Quick Bill Invoices
In BL - Tasks - Quick Bill Invoices, Add a spell check option.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
Set conditions for Change Entries is General Ledger
Just like Inquiry-Entries-Entry Information, I would like to be able to set conditions and filter what entries I see for editing. When editing or deleting entries, ...by: Teresa W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
In A/P under enter EFT Payment - the system only allow 10 charactors ...
In A/P under enter EFT Payment - the system only allow 10 charactors for the "Reference". It would be great if that were increased to 25. It would also be helpful if we ...by: Kim W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
In General Ledger, warn users when they are about to create an account ...
When entering a General Ledger account (for example, in GL - Record Entries), if you are using a prefix/base structure, Sage does not warn you if you accidentally enter ...by: Dan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
8
Please give the ability to change Vendor on AP Recurring invoice setup
If an AP recurring invoice has a change in vendor, currently we have to delete the recurring invoice & setup a new one under the new vendor ID. Would like to have a ...by: Lorie K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 1 Financial Management
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Votes
7
J/E descriptions too short. Increase characters to at lease 30
J/E descriptions too short. Increase characters to at lease 30.by: Shirley D. | 6 months ago | Last activity 18 days ago | Status changed 6 months ago | 1 Financial Management
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Votes
7
Increase the size of the Contract Item Description field
We need to be able to enter much longer contract item descriptions. Thiirty chaacters isn't long enough for our "Description of Work" on our AIA bills.by: Mary Kay C. | over a year ago | Last activity about a month ago | Status changed over a year ago | 1 Financial Management
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