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Create an Audit Log for entries

It would be helpful to have an audit feature added to the software. Other software I've used has an audit log that can be run by user / by module. It allows visibility to who posted an entry and when (date / time stamp). Helpful in researching / t...
Guest 10 months ago in All other suggestions 0 One For The Future

Why cant you void a cash receipt?

You can void check and credit card payments from customers but no cash receipts? Sometimes there is a mistake that needs to be fixed...
TRACY LYONS 11 months ago in All other suggestions 0 One For The Future

Allow report refresh while inside preview

I see the most benefit for this in the "On Order Report" function. We have inventory coming and leaving every day, all day long. 1000's of part #'s. It would be awesome to live refresh a report as I'm looking at it. Like hitting F5 in a web browse...
Jessica Smith 12 months ago in All other suggestions 0 One For The Future

Reprint Direct Deposit Stubs and Check Stubs for payroll, just like they print out when paying

Reprint Direct Deposit Stubs and Check Stubs for payroll, just like they print out when paying
Tammy Richard 12 months ago in Payroll suggestions 0 One For The Future

Display credit memos in the Customer Invoice Inquiry list

The invoice and credit modules do not interact. It would be nice if wherever we can look at customer invpoces we could also see the credits. Not just inventory inquiry, but also when posting customer payments it would be nice to apply credit at th...
TRACY LYONS 12 months ago in All other suggestions 1 One For The Future

Add the ability to determine which user has an exclusive lock on a customer

On many occasions, an employee will go step away from their desk or go on break while working on an A/R function, which placed an exclusive lock on a customer. If another employee attempts to do anything with the same customer, they’re unable to. ...
Alfredo Torres 12 months ago in All other suggestions 0 One For The Future

Merge customers and vendors

There are times when a duplicate customer or vendor was accidentally created and it would be great if there were a way to merge the records.
Kim Crabtree 12 months ago in All other suggestions 0 One For The Future

Don't allow duplicate numbers in credits, debits and invoices. Keep # series consistent throughout all modules.

When switching back and forth between credits in AR and invoices in OE it would be nice if the numbering would stay consistent. It seems that the 2 modules do not communicate when it comes to tracking the numbers, which leads to wasted time in loo...
Electric Service about 1 year ago in All other suggestions 0 One For The Future

Print a receipt for a customer payment

It would be a helpful addition to be able to Print a Receipt for Payment right from the BW software. Currently, if a customer requests a receipt for payment, something needs to be made up in Word.
Kim Crabtree about 1 year ago in All other suggestions 0 One For The Future

More database flexibility & more customizable fields

Unlock the database to allow more imports, edits and custom fields. It would be great to make updates in MS Access or similar programs via ODBC.
Dan Mihacevich about 1 year ago in All other suggestions 7 One For The Future