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Votes
2
Correct OFX reconciliation for bank entries
When a user clicks the “Bank Entry” icon to reconcile an imported ofx transaction, she receives an error indicating that the transaction already exist, when it clearly ...by: Shane R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
3
AR Clear Fully Paid Documents - Inactive Customers Only
Accounting departments are already overworked, therefore it is important to help them be more efficient without jeopardizing valuable information. Most managers do not ...by: Jim B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
25
Support for Office 2013
We need Sage ERP 2012 to support Office 2013. Financial Reporter Statement Designer does not work with Excel 2013by: Neil F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
2
Need a place to put in the date credit has been approved not just the ...
We cannot tell when credit has been approved on a customer because there is no place to put a date of approval or even a place to put a comment section.by: Rebecca B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
45
Ability to Reverse Bank Transfers
We would like the ability to reverse Bank transfersby: Kelly H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
14
Bank Transfer Number field has no finder - can only enter new ...
We would like to see a finder with the Bank Transfers Transfer Number field to view previoius bank transfers.by: Karen E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
9
Payments need to show on invoice not just on order confirmation!
When a customer prepays or partial pays on an order and it is posted, the payment shows up on the order confirmation but does not show up on the invoice.by: Rebecca B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
3
Add prefix to transaction descriptions during batch reversal
The update to the batch reversal process in Sage ERP 2012 is nice in that it now allows a complete batch reversal rather than just one entry at a time. YOu also included ...by: Andy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
7
comment or note on AR to display
I see a lot of ideas on comments - but not one I can see our requirement on. Basically when a not or comment is entered on the master file to have an option that this is ...by: Annamarie F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
4
T5 and T5 summary in AP
Similar to CPRS - T5018, create T5's and T5 summaries for shareholder dividends and interest.by: Sam R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
10
Provide another file format option for GL Consolidations, like XML.
Using CSV allows for too many errors during import - if there is a comma or carriage return in the entry description, the entire file gets thrown out of whack. We can't ...by: Dane H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
5
Importing and reconciling from OFX statements needs more options
There should be the option to match transactions by dollar amount, especially for deposits. The current OFX import feature is almost useless.by: Dane H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
5
Would like a link from AP 1099's to Aatrix to e-file the 1099's
currently using Sage 300 2017by: BARBARA R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
3
Receipt batch by invoice # only.
For companies that use unique sales invoice numbers. The system could look up the actual customer based on the invoice number.by: Martin U. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
7
EFT direct deposit should be built in to the A/P Module - Sage 300
EFT Direct Deposit should part of the A/P Module. I am new to Sage 300 and am shocked to find that this has not been addressed. We are looking at an extra $2,000 up ...by: J C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
2
Add filter to Bank Deposit Register for Reversed Status
There is no way to print a deposit register showing returned/customer cheques/depositsby: Jennifer D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
5
Project costing transaction history with Year/Period selection
Please include the Year/Period selection in the Project Costing Transaction History. Currently only have selection for Contract/Project/Category/Resource/Application.by: Jasmine C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
8
Search Option for Bank Reconciliation.
There should be an option to search transactions on Bank Reconciliation screen by the amount, document number and, check & receipt number. Bank Reconciliation currently ...by: Rajiv 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
Search Option for Bank Reconciliation.
There should be an option to search transactions on Bank Reconciliation screen by the amount, document number and, check & receipt number. Bank Reconciliation currently ...by: Rajiv H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
1
GL Security, View reports only and No posting option
I want to use GL security to disable a system User from posting into a certain account. I however want him to still have the rights to view reports and do account ...by: Raymond K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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