All ideas

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 ...

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 ...

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

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 ...

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.

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...

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...

Currently in the OE module, you can run an Open Sales Order Report, Closed, On Hold, and All. However, when the "ALL" report is selected it doesn't pull a grand total amount at the bottom like the others. It would save time reporting sales numbers...

It would be great if you could have NOTES per order, not just per customer. I kno we can use visual comments but you are only allowed a few words per line. That is not effective. I would also like to be able to have notes for each specific PO, and...

Instead of researching what customer ID to use, it would be helpful to be able to just enter our quote # or sales order#.