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Votes
46
Module GL Integration Changes Required
1. Module GL Integration (Transactions) does not allow Import/Export, painful to setup 8 companies with same same settings. Have to edit xxGLREF table to overcome this. ...by: Ian B. | over a year ago | Last activity 10 months ago | Status changed over a year ago | General Enhancements
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Votes
84
Multi-Currency Improvements
Be able to either a) change a vendor\customers currency from USD to NZD, or NZD to FJD etc. b) some companies bill in multiple currencies depending on what they are ...by: Kerry J. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Financial Management
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Votes
2
Permit E-Mails to Customers without Attachments
Would like to send out mass e-mails using our customer databases in AR within Sage 300, but often we don't need an attachment and would like to minimize e-mail memory ...by: Melanie L. | about a year ago | Last activity 11 months ago | Status changed about a year ago | General Enhancements
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Votes
2
Last Receipt Date , Last Invoice date, Receipt Number and Invoice ...
Please add field to POPORL Table to inform Last Receipt Date and Last Invoice Date, because we need create KPI fron vendor how long we receipt the item compare to PO from ...by: G.M Aji P. | 11 months ago | Last activity 11 months ago | Status changed 11 months ago | Other
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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. | about a year ago | Last activity 11 months ago | Status changed about a year ago | Financial Management
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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. | about a year ago | Last activity 11 months ago | Status changed about 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. | about a year ago | Last activity 11 months ago | Status changed about 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 11 months ago | Status changed over a year ago | Operations Management
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Votes
3
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 11 months 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 11 months ago | Status changed over a year ago | Other
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Votes
1
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. | about a year ago | Last activity 11 months ago | Status changed about a year ago | Financial Management
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Planned
17
Need more color on the opening pages
the software is too white, I do like the baloons, but it needs more colorby: Evelyn R. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Other
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Votes
27
Budget Locking
A feature to lock budget sets for editing would be fantastic. It is to easy right now when editing a 2010 budget for example to accidentaly modifty the 2009 budget. If we ...by: Glen M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
4
Tax not calculated correctly when using AR Billing
if you are using PJC Invoicing through OE, the calculation of taxes will depend on the AR item tax attached to the PJC category. That means if you sold an item to a ...by: Jack C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
1
Cheque numbering lock down for cheques that are blank
A user could setup a cheque to print for 1000 times.by: Guillermo T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
12
Ability to set miscellaneous receipts in AR to tax inclusive as a ...
It would speed up processing (especially in Australia) for miscellaneous receipts if there was an option to default tax to tax inclusive which for this particular client, ...by: Eva P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
7
Person Merge - add an option that allows me to keep existing company ...
When I merge two people, the oppos, cases, leads, communications, etc. are moved to the new person; that's great. But it also changes the Company reference as well on all ...by: Ken S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
7
Field level macro
One of the Great features if MS Dynamics was he ability to put code behind fields in the screens that were provided as standard with the product. This allows easy field ...by: John W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Operations Management
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Votes
2
Sage CRM should have a feature to change / reassign territories
There should be a feature in Sage CRM to reassign territories to companies. Every year or so we redesign our sales territories and need CRM to effect those changes on ...by: Steve 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
20
user authorizations screen -make fullscreen
If you expand the user authorizations screen all that happens is you get a big full screen window but the grid that shows all of the data remains the same size. If you ...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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