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Votes
1
Change tax group on PO Purchase Order Level, and not just the tax ...
Currently, you have to know the tax group before entering the PO lines. Since a number of vendors can ship from multiple warehouses to a location, it can be ...by: Jody R. | about a year ago | Last activity about a year ago | Status changed about a year ago | General Enhancements
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Votes
1
Withholding Tax function in PO Invoice Entry
Where as Sage eventually incorporated Withholding Tax within Sage 300 Accounts Payable module, it appears a provision was not made for the functionality to be available ...by: Seisa T. | about a year ago | Last activity about a year ago | Status changed about a year ago | Operations Management
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Votes
4
MultiFactor Authentication for SageCRM
Many of our customers are requesting enhanced security in CRM like MFA, with a Google Authenticator Code at login. This is pretty much standard practise for any modern ...by: Tomas B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
1
Exclude inactive DEPARTMENTS for printing in financial reports.
There is no option to exclude inactive departments when choosing options for printing multiple department reports.by: Rita B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Reports / BI
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Votes
1
Enter password once on Sage instead of having to enter it for each ...
When having to open multiple entities throughout the day, the password has to be entered for every entity. If a password could be entered once would save a lot of time. ...by: Rita B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Votes
1
I see many construction firms using mobile apps in the field now to ...
I see many construction firms using mobile apps in the field now to report payroll to the office. I would like Sage to design a simple phone app that field workers can ...by: Joseph W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
2
PJC Material Usage / Return Posting Error Message => Attempt to ...
We have the following setup on SAGE 300 2024: IC Setup => GL Integration => Create GL Transactions by "Creating and Posting a New Batch" PJC Setup => GL Integration => ...by: Dylan L. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
1
Default customer by discount percentage while display base price in ...
We want to display base price in O/E item line with discount visible, not using the auto-calculate function of price list, which change the base price to discounted ...by: Belinda S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
1
PJC - Entered By Field is missing
The entered by fields are missing from PJC screens.by: gerald f. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
1
Access All Finder Fields security right is ignored
In Sage 2023 product update 5, a user has no security group entry in user authorizations for Administrative Services, yet this user can still access and change the ...by: Rob S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Votes
1
New design idea for the Sage Construction Management app
I work in civil construction, and notice that allot of the less tech literate people struggle to learn the app, and all they really want to do is submit a time card. So ...by: Shem D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Setup / Environment
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Votes
4
Sage CRM 2024 - Turn off text formatting in Multi-line fields
Sage CRM 2024 introduces a new feature where users can use HTML tags to format bold and italic text in multi-line fields. It would be great if this could be turned on/off ...by: Tomas B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
4
Sage CRM 2024 - Make the Chat-Bot a User Preference
Sage CRM 2024 introduces a new feature where the AI Chat-bot is always enabled system-wide. While it's possible to turn this feature off system-wide by editing the ...by: Tomas B. | over a year ago | Last activity about a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
2
Import insurance information from vendor to commitment with one click.
Several of our vendors are on multiple projects, so we have to update each commitment when insurance renews, which can be time consuming. The only information that ...by: Jo G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
2
Bank Feeds - add a button for Bank Transfers
Please add this to work similarly to the Bank Entry button. When we see a bank transfer transaction, it would be helpful to be able to record this directly from the ...by: Carol L. | over a year ago | Last activity about a year ago | Status changed over a year ago | Financial Management
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Votes
2
Bank Feeds - allow one to many reconciliation
Currently we can match a single transaction to in sage 300 to a single transaction downloaded from the bank. It would be helpful if we had a one to many option, going in ...by: Carol L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
3
Inactive field in G/L Segment Codes
Can we have a field to allow setting a G/L Segment Code inactive under G/L Setup > G/L Segment Code for when it's no longer needed?by: Seisa T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
2
AR Option for AR Customer Price List code to default to Ship To ...
I have a customer that is using the web store and they would like to turn on the feature to have their customers enter their own ship to locations but they cannot due to ...by: Sue K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
4
Put a checkbox next to the "From" fields when ranges can be selected ...
If the check box is selected it will copy whatever is in the "From" field to the "To" field. This would eliminate having to retype the "To" field value when a single ...by: randy m. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
1
AP Distribution Tax Class
Include the ability to set the Tax Class on AP Distribution Codes and AP Distribution Sets. This feature would avoid having to click the Account/Tax button and change the ...by: Leroy G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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