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  • General Ledger - General Journal List

    Marie2601
    Marie2601
    • New updated 31 Jan 2022
    • 0 Comments
    In the Date range there are a lot of options, but it would be helpful to have a custom option where we can enter our own dates. Our fiscal year begins in July but it does not have an option to list all journals in the current fiscal year, just calendar...
    • 31 Jan 2022 10:57 AM
  • Fix shared company to allow full utilization of role base security

    John Tucker
    John Tucker
    • New updated 18 Sep 2020
    • 0 Comments
    The current configuration of SHARED companies requires most users to have full admin rights in order to preform several manager tasks. The other option is I have to do the tasks I hired an AP & AR manger for. I was better off with QuickBooks single...
    • 18 Sep 2020 12:42 PM
  • Stop 1099 auto mapping when new GL Accounts are set up

    Sharon Cox
    Sharon Cox
    • New updated 23 Jul 2020
    • 0 Comments
    I was told by live chat that the system is set up to automatically map any new GL Accounts to 1099 Int Box 1 or Misc box 7. This is not helpful as not all accounts are 1099 related and the only option that I have is to go and manually make the corrections...
    • 23 Jul 2020 12:13 PM
  • When a general ledger account balance is $0, print the $0 rather than leaving it blank

    sdankert
    sdankert
    • New updated 11 Feb 2020
    • 0 Comments
    Printing a $0 for an ending balance would make the general ledger easier to read than having to hunt for the ending balance looking for a blank.
    • 11 Feb 2020 12:31 PM
  • Form tracking by logged in

    uvsuperstore
    uvsuperstore
    • New updated 13 Sep 2019
    • 0 Comments
    If someone writes up a sales order or any other form. I think it would be a nice option to select who ever wrote it up as a field to print on the form. The data can come from the logged on user. Right now we created a description only id with our initials...
    • 13 Sep 2019 10:41 AM
  • Open multiple lists of the same type.

    Sage City Member
    Sage City Member
    • Under Review updated 8 Aug 2018
    • 0 Comments
    This would allow the user to open, for example, two Receipt Lists. Each one could be configured with different columns or sort order. Both of them could be viewed at the same time for comparison. This would not be limited to only two lists, but as many...
    • 8 Aug 2018 9:04 AM
  • support for working on import files

    LeLynn
    LeLynn
    • Under Review updated 20 Jun 2018
    • 1 Comment
    I have run into dead ends trying to get support for creating an import file for a general journal transaction. Support sent me to Sage City where I found no answer, and to find a Certified Consultant, for which there are none in a 75 mile radius of me...
    • 20 Jun 2018 7:20 PM
  • Please add more selections from the drop down menu for GL account type in the Income Statement

    Alice Lobato
    Alice Lobato
    • Under Review updated 5 Jun 2018
    • 1 Comment
    I believe currently the categories are "Income", "Cost of Sales" & "Expenses". At the very least, there should be "Sales" and "Other Income" so that administrative income doesn't go into gross profit. Some that would be nice would be "Employee Expenses...
    • 5 Jun 2018 12:16 PM
  • Enable add documents to General Journal Entry

    rpapier
    rpapier
    • Under Review updated 18 Apr 2018
    • 1 Comment
    Currently in the "vendors & purchases" module, there is a way to attach a document when you "Enter bills". It would be really helpful if this feature was also enabled in the "General Journal Entry" screen so that supporting documents are attached to...
    • 18 Apr 2018 10:40 AM
  • Make it possible to lock down a closed period. Only Administrator could change. Prevents inadvertent changes to former closed periods.

    GaryJ
    GaryJ
    • Under Review updated 22 Jun 2017
    • 4 Comments
    • 22 Jun 2017 1:02 PM
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