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HIghlighting line items for P & L reports. this use to be a feature but with upgrades it's no longer a feature. it was so helpful with yearend and qrtly reviews.

Hello, one of the features that I miss is when I’m viewing yearend and Quartey P & L reports, and other reports is to highlight each line item in preview. This was always a plus when viewing comparable years. If you can add this feature back t...
Melvin Davis over 2 years ago in All other suggestions We're Taking A Look At This

Status Board - showing all open orders on one screen

It would be very helpful to have a status board screen, that shows a list of all open orders (or quotes) on one screen. Each orders line on the screen can have small tidbits of information on it such as when the order is due, or special notes, etc...
Ryan Spitznagel over 1 year ago in All other suggestions We're Taking A Look At This

Duplicate Customer Finance with Purchasing

When creating a NEW Customer - My client would like to be able to duplicate the Finance and Purchasing information on some customers where the same person does both jobs. This is true in smaller companies and it would be nice not to have to duplic...
Guest over 1 year ago in All other suggestions We're Taking A Look At This

Need multiple p.o. assigned to a sales orders at different times

As a purchasing agent for our company... When processing a larger complicated sales order requiring multiple supply vendors (or for t.b.d. and quoted custom work) it is sometimes desirable to delay creating ALL purchase orders ALL at one time... p...
BRUCE WALLACE over 1 year ago in All other suggestions We're Taking A Look At This

Better Contrast

The "Minimize", "Resize" & "Exit" button/icons at top right of screen need to be darker as they are practically invisible in the 2023 edition of Sage Business Works
Vickie Herrington over 2 years ago in All other suggestions We're Taking A Look At This

Increase the number spaces for amount of money when making deposits or adjustment in Cash Management and journal entries. More than 1,234,567.89

I have clients having to break out the amount on two line entries to get the entry the journal entry done.
Tammy Richard over 1 year ago in All other suggestions We're Taking A Look At This

Copy an invoice or journal.

When you have entered a journal one month you should be able to select it and click copy so an identical version appears to edit, then you can change date, month amount etc. Useful for jnls that happen monthly.
Sarah Maguinness almost 2 years ago in All other suggestions We're Taking A Look At This

Sales Rep prompt when invoicing

We would like an automatic prompt when invoicing a customer to remind our sales staff to put in the sales rep name. They forget to go to the header screen if they don't need to add a PO. If it could be on the main customer screen, or prompt them b...
Guest almost 2 years ago in All other suggestions We're Taking A Look At This

Drag and Drop line items - move position

Many of our orders are several pages long because we itemize all parts needed for installation. We try our best to list all pieces in the order they would be installed. Instead of having to delete and insert, it would be awesome if we could click ...
Jessica Smith almost 3 years ago in All other suggestions We're Taking A Look At This

Make serial numbers searchable without having to know the item#

I have 35,000 different line items that are serialized. It would be helpful to have a serial number search so I can figure out what the item is and display the invoice details of the end user it was invoiced to. I cannot waste time running useless...
TRACY LYONS almost 3 years ago in All other suggestions We're Taking A Look At This