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Votes
6
GL Setup (Numbering Tab)
Just like in AR and AP, GL transactions entries should have a numbering tab. The user will be able to use a unique numbering series that increments automatically to ...by: Emilio V. | over a year ago | Last activity about a year ago | Status changed over a year ago | Financial Management
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Votes
19
Be able to send a Document as attachment in an email in SageCRM
You can send Global Documents and also attach local files with the email editor, but need to be able to attach a document from the Documents tab in an email. Currently ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
8
Streamline tabs and maximize screen real estate
1. When a SageCRM install has several tabs across the top for an entity, the user must scroll to see them all. This is very common and users find it frustrating and hard ...by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
6
New Appointment option in Groups or Workflow in SageCRM
Can currently create a "Task" but not an "Appointment" from Groups or Workflow action.by: Stacy D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
3
AP Open Payables needs to include the payments
Regardless of what the invoice is dated.by: Donna H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
16
Sage Accpac ERP AP Miscellaneous Payments to vendors should update ...
It is a dreadful omission that this does not. Many clients (large and small) use the Misc. Payment to pay vendors as well as non vendors. It allows them to quickly ...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
5
OE - use the most recent cost to cost credit notes when there is no ...
Currently if there is no stock on hand, credit notes for an item are costed at zero, I think that the most recent cost should be used if there is no average cost.by: Jennie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
17
Accounts Receivable: ability to roll back statements accepted by ...
we endlessly get users whose month end statements are incorrect as they printed statements mid month and accepted them instead of cancelling them, it is no fun fiddling ...by: Jennie W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
11
Standard income statement and balance sheet reports in FR
Provide some standard and easily customisable templates for Income Statements and Balance Sheets. There are no standard financial reports in this systemby: Heather O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Reports / BI
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Votes
13
Budget Import
Allow budget import in a user friendly interface. Users can input budget into a template that looks like their Income Statement and Balance Sheet and this can be written ...by: Heather O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
20
AP - Automatic mailing of remittances to vendors as soon as payment ...
Currently using AP create payment batches which is brilliant as it generetates the remittance. Need those remittances to be emialed automatically when batch is postedby: Elmarie N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
27
Aging by Month
In AR, please create option to be able to specify aging by Calendar Month, instead of number of days. Usually when users refer to 30,60,90 day aging, they mean 1 month, ...by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
6
OE Clear History: Ability to clear order history while retaining ...
Please add an option in OE Clear History to clear all completed orders up to specified date, while keeping entire invoice history. Similarly for completed Shipments. ...by: Mary O. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
7
Printing invoices from a central place
Currently you can create invoices from A/R Invoice Entry, O/E Invoice Entry and other 3rd Party Apps such as Service Manager. When you drill down or look at customer ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
13
Emailing Invoices does not work for multiple invoice layouts
Many clients have multiple invoice layouts for different parts of their business in A/R. Some of these have different invoices printed out This makes the printing and ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
11
Multiple P/O Returns on a P/O Credit Note
In Purchase Orders you can Create a P/O, have multiple P/O's on a P/O Receipt and have multiple P/O Receipts on a P/O Invoice. However when you create a P/O Return you ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
33
A/P Control Payments
In this day and age the control payment function does not provide adequate functionality. Clients put A/P invoices on hold and not pay them for a variety of different ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
17
Stopping you paying a A/P Invoice that is On Hold
Currently you can put an A/P invoice on hold either during the data entry process or via the control payments function. This stops you paying the check with the "Create ...by: Kerry J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
5
In FR print multiple pages of a worksheet
I love FR and would just like the ability to print all the/selected pages of an entire worksheet at once.by: Eva P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Reports / BI
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Votes
10
Item Wizard Copy Function
It would be good to be able to copy another item and just change what you need to change like the item number and description and vendor item number. I have a client who ...by: Eva P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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