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update Payment information from Sage 50 Canada to Sage CMS

all other accounting links allow payment information to update Sage CMS. not available with Sage 50 Canada.
Ian Broadfoot over 1 year ago in Accounting Link for Sage 50 0 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents over 1 year ago in CO / CPR / Work Orders 0 Future consideration

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
Jessica Whyde over 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Equipment - Add Equipment Deployments Feature/Table

Where Shown: Equipment Details Form (Sub-table | Single Equipment Item) Equipment Module Landing Page (Multi-Equipment Items Link) New Table Fields: Location Project Status * Scheduled Start Date Scheduled End Date Actual Start Date Actual End Dat...
Norman Wendl about 1 year ago in Equipment Items 0 Future consideration

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper about 1 year ago in Lead Directory / Maps Geo Location 0 Future consideration

It would be nice to have the Worker's Comp Field available on the weekly timecard form.

This would allow the Supervisors to access all the information that we need them to fill out.
Guest over 1 year ago in Labor Timecards 0 Future consideration

Ability to utilize the value entered in the "quantity" field in Work Assembly formulas

When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.
Carl Lyles about 1 year ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code
Audrey Peebles over 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles over 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

Sub invoices billable status export to QuickBooks Desktop

Currently the billable status for labor and bills export to QBD. Please allow the sub invoices to do the same.
Debbie Idzik over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration