-
Votes
9
Billing check list per job/customer
There should be a tab for a billing check list. A way for the billing dept to make sure all forms are received for that certain customer. EX: If a customer requires a ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
9
When you enter a manual invoice in AR you should be able to print it. ...
NOTHING MORE TO SAY.by: TIM F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
9
Have the ability to list employees with various deduction such as ...
Increase the capabilities to filter the conditions in a search for employees that have different kinds of deductionsby: John R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
9
Be able to save condition settings for reports run monthly or daily
It would be nice to save condition settings. I enter the same conditions each month to check the balances for the different divisions of the company. I always have to ...by: Lindsay H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
Votes
9
In SM, be able to enter both positive and negative line items on a ...
In Service Management, if a vendor invoice or credit note has both returns and new purchases on it, I should be able to receive it as one invoice or credit note, ...by: Aaron C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 4 Purchasing & Inventory
-
Votes
9
SM: Have the ability to toggle between Employee ID OR Employee name ...
In SM Setup you choose to SORT by Employee ID or Employee Name which defaults all SM for all users. Some employees would like to have it sort by Employee ID and others ...by: Trish I. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
-
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 about a day ago | Status changed over a year ago | 1 Financial Management
-
Votes
8
Easy report in payroll to see pay rates, vacation rates, etc.
Standard report/inquiry to see current pay rates inputted in the system. I don't find it logical or intuitive right now.by: Accounts P. | over a year ago | Last activity 22 days ago | Status changed over a year ago | 6 Payroll
-
Votes
8
Training should be free!
Please give more free training. The amount of money you pay to use the software should come with training. The knowledge base and Sage City is useless most times because ...by: Candi L. | over a year ago | Last activity 22 days ago | Status changed over a year ago | Other
-
Votes
8
Drill
Why cant I simply pull up a financial statement and drill down into an account? Why do I have to go to 50 different accounts modules and create 50 different reports and ...by: Joseph F. | about a year ago | Last activity 22 days ago | Status changed about a year ago | 7 General Enhancements
-
Votes
8
Import Certified Indicator in Payroll Import Time
We have several jobs that are certified, but some of the Cost Codes are not. We have the Certified? indicator in our import file. However, if the job is marked ...by: Cheri K. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 6 Payroll
-
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 11 months ago | Status changed over a year ago | 1 Financial Management
-
Votes
8
Subcontractor Compliance - Insurance set up prefill into commitment ...
Allow prefilling of insurance info from the vendor set up into the commitment insurance set up so less duplicate entry needs to be done.by: Monica F. | over a year ago | Last activity about a year ago | Status changed over a year ago | Other
-
Votes
8
AP warning message for commitment received
Customer would like an AP warning for not allowing invoices to Commitments if the Commitment is not received, that would either go off of a checkbox off of the JCM ...by: Barrett H. | over a year ago | Last activity about a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
8
Allow insert a row in setting up contract items and/or allow ...
I'm sure many people have spent a long time setting up contract items in Contracts- could have hundreds of items- to discover you missed a line in the schedule of values ...by: Alecia C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 7 General Enhancements
-
Votes
8
Increase size of Custom fields in Job Cost
Need to increase size of custom fields in Job Cost. We use them for email address fields. Some of our clients have 50+ characters in their addresses.by: carol s. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
8
Commitment Change Order window is too small
Why can we not maximize the commitment change order window so that we can have a larger view of the entry window??? It makes it difficult to add change orders and to make ...by: Sheralee S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
8
Make a canned report showing by work order the revenue, cost for ...
It is a very basic and mandatory accounting need to tie out totals by SM work order (just like we need to do by job) to the GL and financials. There is no accurate ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed 23 hours ago | 3 Service Management
-
Votes
8
SM transactional reconciliation to GL
Add standard reports to reconcile SM transactions to GL 1. Group by GL account 2. Date range by accounting date 3. Functional with either WIP Accounting turned ...by: Kris L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
-
Votes
8
Make one canned proper bank account reconciliation that prints after ...
This will prevent us from having to print 3 reports in order to reconcile and show the detail of bank balance, cleared items, open items, gl balance, register balance. ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
Welcome to the Sage 300 Construction and Real Estate Ideas site!
