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A/R, Bank Deposits, Include what entries – please add a selection to show only those entries that have NOT been selected as deposited.

A/R, Bank Deposits - allow for the user to make a selection that will only show the entries that have NOT been selected as part of another bank deposit. There is almost never a time that the user would need to select an entry for a different bank ...
Guest over 1 year ago in All other suggestions 0 We're Taking A Look At This

Finance Charges on Aging

When printing the A/R Aging as of a certain date, it does not include any finance charges. You have to print current only to show finance charges. Can this be fixed?
Guest about 1 year ago in All other suggestions 0 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 about 1 year ago in All other suggestions 0 We're Taking A Look At This

Increase Kit Description allowed characters

The Sage BusinessWorks 2018 File Format pdf document lists that the size for the Description field in the OEKit module should be 31 characters, but the GUI limits it to 24. Querying the OEKit table schema it also shows the length of the column to ...
Guest about 1 year ago in All other suggestions 0 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 over 1 year ago in All other suggestions 0 We're Taking A Look At This

Budget Import File

Is it possible to add a Budget Import File function so you don't have to go into each account manually and tab through each month. Maybe just have it basic as Account #, Month End, Amount.Ex. 12345.000, 01/31/2024, 10000.00
Victor Tkaczuk over 1 year ago in All other suggestions 0 We're Taking A Look At This

Allow copy & paste in Invoice Inquiry Module

When tracking a package for a customer, we use the Invoice Inquiry Module and click on "Addresses". The "Ship Via" section includes our tracking number that we enter at the time of invoicing. It would be super efficient if we could copy from this ...
Jessica Smith over 1 year ago in All other suggestions 0 We're Taking A Look At This

OE - Invoicing, being able to save an invoice I am working on and come back to finish it.

It would be helpful because there have been times I have forgotten to close out a month and have completed a big invoice only to have to close out of it and start all the way over because I haven't closed out yet or sometimes for other reasons.
Guest over 1 year ago in All other suggestions 0 We're Taking A Look At This

Add option to include Cancelled State to the Order Entry Sales Order Report

In OE, Reports, Sales Order Report , the status to include does not include the Cancelled Status Customers would like to see the Cancelled status added to the Sales Order Report. During the pandemic, customers are cancelling orders. They later wan...
Coleen Graber over 1 year ago in All other suggestions 0 We're Taking A Look At This

Add a Report for listing customer sales by State

Currently, there is no option to get a sales report by state. If you use Order Entry they is a report in the Customer Report Library that sorts by state, but does not give you totals. But that does not help if you only use AR. Customer need a sale...
Coleen Graber over 1 year ago in All other suggestions 1 We're Taking A Look At This