• Filter Track it by user on dashboard

    • New updated
    • 0 Comments
    Please allow users to customize the transactions by tracking status on the dashboard to show the individual user's items or the company's and not just the company as a whole. Our staff would prefer the visual you already provide be custom to them without...
  • remit to - email

    • New updated
    • 1 Comment
    Sage needs to add a field for email address in the remit to data-table in the Addresses window. We do not mail anything out via snail mail (US Post Office) to vendors with remittance advice. All transactions we process/pay are through ACH and therefore...
  • Improvement: 1099 & vendor EIN (FEIN) data screen

    • New updated
    • 0 Comments
    suggestion to add a field in the Maintain Vendors: Purchase Info window where you could select from a dropdown what type of entity the Vendor is based off their W-9. Why; because previous experience working for several years at a US CPA firm preparing...
  • When inputting invoices schedule payment date to auto poll for vendors that Draft account when due.

    • New updated
    • 0 Comments
    When Vendors automatically draft our bank account on the due date, it would be nice to input EFT payment date at
  • Enlarge the Received Column in PO's

    • New updated
    • 0 Comments
    The received column in Purchase Order window is too small. It cuts off numbers >/= 10,000.00.
  • Need to be able to post vendors time tickets to jobs

    • New updated
    • 0 Comments
    This affects time tickets, obviously and also Vendor/Write Checks (or enter bills/pay bills). Currently when to pay our vendors, the $ post to the jobs, but the time ticket hours do not.
  • Accounts payable enteries to have default descriptions and accounts on multiple lines

    • New updated
    • 0 Comments
    We post a few paybles over and over each month or twice a month. An example would be our health insurance or retirement funds. These payables always go to the same vendor, have the same description (ex. Kaiser Health Premium) and go to the same GL accounts...
  • Copy purchase order from a vendor to a customer sales order

    • New updated
    • 0 Comments
    After entering a purchase order from a vendor allow this to be copied to a customer sales order so you do not have to enter items twice. Some or our purchases are only for a job that will be invoiced to the customer. So we have to enter the items on...
  • Purchase order tracking

    • New updated
    • 0 Comments
    There needs to be a way to track the amounts of purchase orders with notifications for overage. For Instance, if I write a purchase order to Vendor XX for $10,000.00 and it is sent in shipments so I receive 5 invoices, that total $8,750.00. I then get...
  • Check stub info.. need double line

    • New updated
    • 0 Comments
    We changed our checks and now on the stub where it says invoice <invoice number> and also <description >, I would like to know how to make it print double lines if I need to. Or example if I want the have a description that goes onto the second line...