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Votes
3
CRM - SData filtering in Dashboard widget
When creating an SData widget there is absolutely no way to filter it. So for example if we want to show some open orders from a Sage accounting system via SData feed, or ...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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Planned
54
User login statistics
It would be very helpful if we get report/log showing the user successful/unsuccessful logins so that we can suggest our client to go for more lanpaks based on the ...by: Shamprasad R. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
109
Drill down from sub ledger to GL
Accpac should drill down from sub ledger transactions to GL. It will be very easy to reconciliation. right now it is very difficult to find the AP and GL entry generated ...by: Shamprasad R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
12
Recommend Website change
Add Modules to Categories for better search / grouping / rating of ideas. Sort by option to be able to group all Bank ideas together for rating. Ideas exist already ...by: Lori E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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Votes
7
Data Integrity - PO Module
remove error on "Open Receipts and Returns" where the Year & Period is closed. This is a timing issue not an error. Actually this should be moved to a Payables Clearing ...by: Lori E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Reports / BI
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Planned
11
CRM - Find OE Orders from Main Menu Find
Add a Find option to allow the user to find an OE Order by Order Number, Customer, Date etc. right from the main Find menu.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
15
Show the Active/Inactive A/R Customer/Vendor status on the CRM Company ...
For integrated CRM with Sage ERP Accpac, allow the user to see the active/inactive status on the CRM Company Summary page for Customers and Vendors.by: Andrea M. | 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
Allow a user to view the Customer On Hold status of an A/R Customer ...
If an A/R Customer in Sage ERP Accpac has been placed on hold the user in CRM should see an On Hold checkbox on the Company Summary Screen in integrated CRMby: Andrea M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Customer Mgment (CRM)
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Votes
61
Bring over Bank Entry (Header) Description to posted GL Detail ...
When posting a Bank Entry in 5.6, there are no GL Integration settings which specify ** for the Cash account ** to which the bank entry is being posted, how the GL Detail ...by: Ben J. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Financial Management
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Votes
28
bank reconciliation post from reconciliation screen
From the bank reconciliation screen it would be nice to have a post button at the bottom of the screen so that when you have completed your bank rec you can post it ...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
4
CRM - Outbound call handling - Edit Lead/Promote Lead to Opportunity
When working with Outbound call handling feature with a Lead group you cannot Promote the Lead without leaving the call screen. This sucks as you have to go to the Lead, ...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
4
Preventing from issuing credit notes on previously credited invoices
It would be very useful that the module Order Entry, Debit/Credit Note Entry will at least warn you if someone attempts to create a credit note on an invoice which was ...by: Deborah S. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
138
Vendor Refunds
It would be very useful to have AP vendor refund functionality so that it would be possible to see when an amount had been refunded by the vendor - this is not the case ...by: Eva P. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Financial Management
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Votes
11
Create new customers from receipt entry
Put a "new customer" button in receipt entry just like the one in the invoice entry screen. I quite often receive payments from customers that I enter as unapplied or ...by: Elaine W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Financial Management
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Votes
13
Ability to group timecards by department
Some of our clients using Payroll have their company departmentalized. However when entering the information in the time card, the employees are sorted based on the ...by: Kerie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
8
Consolidate transactions by GL code only for Payroll transaction.
In Payroll module, there should be an option to consolidate entries by GL code only. This is because there is still too much employee detail going to the general ledger. ...by: Kerie D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Payroll
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Votes
4
Process validation with applied user
for example: i would like to force a certain user to put a value in the description field on an ic transfer with a certain mask (i.e. order number). that is a one field ...by: Andre d. | over a year ago | Last activity over a year ago | Status changed over a year ago | General Enhancements
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Votes
119
Purchase Orders - see receipts
Currently PO only shows the last receipt against a PO, it would be useful to have a history tab basically showing the receipts against the various lines ie being able to ...by: Eva P. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Operations Management
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Votes
61
PO Receipts show Invoices applied
It would be really useful when looking at a PO receipt to be able to see which invoices have been applied against that particular receipt.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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Votes
7
Bank Reconciliation Negative Deposits Version 5.6
When entering in to bank reconciliation you used to be able to enter a negative deposit on the deposits page. But now you are required to enter it on the withdrawals ...by: Laurrie N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Other
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