• Votes

    2

    Accounts Payable Misc Payments and Accounts Receivable Misc Receipts ...

    Up to Accpac 5.3, Misc Payment was for GL payments and had no reference to vendor. In 5.5 users are prompted to enter a vendor number, and in many cases they become ...
  • Votes

    6

    Remember Picking Slip print parameters

    In IC 5.5, Picking Slip print icon in OE does not remember the answers used last time the report was printed, for Select by, Use slip, Sort by, Print By. Please make ...
  • Votes

    9

    Add next and previous arrows wherever there is a finder

    In inquiry screens such as location details enquiry, IC current transactions inquiry, etc, it would be convenient to be able to click an arrow to go to the next item to ...
  • Votes

    43

    PDF manuals, or sequential access and printing of Help, for Accpac 5.6

    PDF copies of the manuals are vital - especially Getting Started guides. Help is excellent in context, but user manuals are necessary for getting an overview of how ...
  • Votes

    5

    PJC setting original estimated revenue for fixed price, % complete ...

    Please provide a method for specifying Original Estimated Revenue on a Fixed Price, percentage completed project. The 5.5 Update notice says: “Fixed Price Projects ...
  • Votes

    7

    Bank rec - need to be able to see more fields for all transactions in ...

    The 5.6 Bank Rec is a vast improvement. However you need to be able to see more information about each transaction on the Reconciliation page. For example with ...
  • Votes

    19

    OE quotes - separate quote expiration date from purge date

    When creating a Quote in OE, you need to be able to specify a quote expiry date to print on the quote. However, you may not wish to have the quote deleted immediately it ...
  • Votes

    21

    OE - facility to purge completed orders and shipments

    Please add two new functions to OE clear history: - the ability to delete completed orders up to specified cutoff date - the ability to delete completed shipments up to ...
  • Votes

    22

    Modify due dates after posting in AR and AP

    It would be good to have credit management facility in AR whereby appropriately authorised users can modify the terms on existing posted transactions. This would be ...
  • Votes

    7

    Correcting OE prepayments

    If the prepayment on order, shipment or invoice is wrongly keyed, it cannot be corrected. Options would appear to be: a) provide the ability to edit prepayments in the ...
  • Votes

    9

    Sort data using column header

    Sorry - this is a duplicate of idea at https://www11.v1ideas.com/Sage300ERP/Accpac/Idea/Detail/2161
  • Votes

    8

    Ability to enter a quote for a specific person and/or address.

    We need to be able to enter a quote for a specific person and/or address. Currently the bill-to address for a quote is ALWAYS the company default address. An additional ...
  • Planned

    17

    crm copy quote

    In CRM, we need to be able to create a new quote based on a copy of an existing quote. Can we have a feature to copy a quote to a different company/person/opportunity. ...
  • Votes

    5

    Use of default price list

    Could an OE setup option be added to allow prices to work as follows: - when an item is entered on an order which does not exists on the price list, instead of simply ...
  • Votes

    5

    CRM - File an Email to a Lead in Outlook Plugin

    Seems overlooked the ability to file an email against a Lead from the Outlook plugin.
  • Votes

    12

    Adding accounts to multiple companies at once

    For companies that have multiple offices and use a standard chart of accounts for all of them, it would be nice to be able to add a GL account to all companies at once. ...
  • Votes

    58

    Allow GL posting to future year

    Closing the year-end before posting the adjusting entries from the accountants means that closing entries will be generated for each adjusting entry. This creates ...
  • Votes

    13

    Integrate PO/PO rec with budgets

    Users do not want to exceed their budget and need to be able to view remaining budget before or at the time of creating a PO rec or PO. If a flag could be held to either ...
  • Votes

    27

    Add tab to this idea tracker to show my ideas posted next to my votes

    To stop me posting duplicates I would like to be able to have a tab next to 'My Votes' to display all the ideas I have entered. Alternatively allow searching or sorting ...
  • Votes

    21

    Spelling checker

    Some customers have asked if Accpac could have a spelling checker incorporated. They feel this would be valuable and other ERP solutions their staff have used have this ...