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Accounting System Manager

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Format analysis fields as a date

When adding analysis fields it would be very useful to have them formatted as dates so that when exporting to Excel, Excel recognises them as a date rather than "General"
Dani Partridge 22 days ago in Analysis Codes 2 Idea Accepted - Gauging Support

Automatically roll/amend period dates for future financial years when shortening or lengthening the year end

This will save considerable time for customers when needing to shorten or lengthen their year end by creating a button/script to automatically change/roll-out future periods based upon the final month/period/year date of 'This Financial Year' into...
Steve Machin 9 months ago in Accounting Periods 3 Idea Accepted - Gauging Support

Ability to open up a new year without closing down the prior one

As a school we are audited in October each year (year end is 31st August). The ability to keep the prior year open whilst processing in the new academic year would be fantastic (every other system I know does this). At present, my budget holders c...
Guest about 3 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Quotations don't save to the server yet all other sales documentation does save automatically.

It seems really strange and inconsistent that all documents which are produced in SOP, except quotations save automatically when printed/emailed. Please could quotations also save automatically too?
John Wilkins 12 months ago in Document Storage 0 Idea Accepted - Gauging Support

Decimal places should be kept to 2 on item prices

Ability to adjust decimal places to 2 on currency should be allowed as it can throw out the final invoice figure but we are in a country that has only 2 decimal places so it is unrealistic to have more than one on item prices. Figure should be rou...
Christine Sellick 12 months ago in Decimal Precision 1 Idea Accepted - Gauging Support

For Verify Data to identify and fix issues with Quantity on POP order

We've had a few customers whose Quantity on POP order has become out of sync as it thinks there are balances on order that are not. This would normally need investigation, deletion of incorrect records from 2 tables and a manual amendment. It woul...
Gary Butler over 1 year ago in Verify Data 0 Idea Accepted - Gauging Support

Sage Earth for Sage 200

Many businesses are being asked to publish carbon footprint reporting. Looks like Sage Earth is coming for sage 50 - needed for Sage 200
Darren Tolley 12 months ago in Audit Trail 1 Idea Accepted - Gauging Support

can the company registration number be added as a field to the company details?

can the company registration number be added as a field to the company details? would also be useful under sales and purchase ledgers?
Guest about 5 years ago in Company Details 0 Idea Accepted - Gauging Support

Live Exchange Rate

It would be great if Sage could have a live exchange rate connected to a third party service - either updated daily/hourly etc for a live exchange rate for different currencies - rather than having to manually update.
Guest about 3 years ago in Currencies and Exchange Rates 0 Idea Accepted - Gauging Support

Display URN Number displayed when posting transactions

URN number displayed when a transaction is posted. This was on Sage 50 at the bottom of the task bar.
Guest about 8 years ago in URN 0 Idea Accepted - Gauging Support