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AIDC search improvement
Ability to search invoices posted through AIDC by amount and vendor. Either in the form of a search bar where one can type information using their keyboard, or by replacing fields such as "Source" and "Type". -
Add ability to assign expense account to multiple lines the same way the Job allocation can be assigned
With the addition of AI Document Capture, we have more purchases with multiple line transactions. It would be a big time saver to be able to assign all lines to 1 expense when applicable rather than have to enter line by line. Also, the continuous... -
Account application when posting an invoice
It would make my life much easier if I were able to choose the same account number for the whole invoice instead of it defaulting to the vendor tagged allocation. IE: if I am posting to 5010 but the vendor is set to 1420, there should be a drop do... -
Make Credit Card Payments same as Vendor Payment screens or allow for reversing/adjusting
Have the information of what has been paid by credit card listed when you go in to pay your credit card (so that you are able to match to the credit card - just like you do when you pay a vendor) and be allowed to go in and REVERSE or ADJUST a cre... -
Produce RL1 box O RD in the Payable Module
Why can we not produce the provincial RL1 for box 0 RD in the Payable module, where the production of the T4A already exists. Being required to have the T4A/RL1 produced elsewhere for our company is an added and unnecessary expense. -
Click directly from PAID invoice to corresponding receipt/payment
I always have to look up if invoices are paid which is easy because they will be stamped "PAID," but if I want to know what cheque that specific invoice was paid on, I either have to pull up that vendor/customer's report and manually search throug... -
Emailing Additional Documents with Invoice
When sending invoices to clients, often I need to send additional information (such as warranty documents). It would be great if I could attach those additional documents to the invoice in Sage and send them together. -
Bank Reconciliation
It would be really nice if the "Comment" Column was the width of the "Status" column and the "Status" column was the width of the "Comment" column in the software. When I do a Bank Rec I need to see who/what the entry is as it's the bigger field. ... -
Prevent auto Vendor changing when entering invoices
Currently when I select a vendor and then hit tab to continue entering information I find that the vendor has changed without my knowledge. When I post and go to the payment screen to pay I can't find the entry because the software has changed the... -
Tabbing when posting a purchase invoice
please change the order of tabbing when entering a new invoice so it matches the order of how it should be posted: vendor, inv#, project THEN the body of the invoice I don't understand the current rhythm of the window and makes no sense to how I d...
