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Cash Book

Showing 109 of 2020

More e-banking compatibility for Handelsbanken needed

Client unable to use bank feeds feature as nothing is available for Handelsbanken banking currently. We believe they have shared compatibility with HSBC in terms of formatting, but there is no bank feeds compatibility for HSBC either.
Anna Jakovleva 8 months ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

Bank reconciliation recording

When completing bank rec, it is frustrating that it does not keep it in the order it is put on. There is no facility to move a item up or down (as in Sage 50).
Christine Sellick 8 months ago in Bank Feeds (Bank Reconciliation) 1 Duplicate (Closed)

Ability to create a bank feed matching rule without having to create a transaction.

99% of the time the invoice is already in sage so I don't want to create another just to create a matching rule.
Ellen Duncan 9 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Don't add leading zeros to cheque numbers when making payment

The four extra leading zero's make auto reconciling impossible in bank feeds
Ellen Duncan 9 months ago in Cheques 0 Idea Accepted - Gauging Support

Bank feeds to allow showing of transactions more than 4 days old.

Cheques are never cashed within 4 days of the sage transaction date so the rule that you can only reconcile when the bank date and sage transaction date are within 4 days will not work. We issue over 400 cheques a month. We are not able to to bacs...
Ellen Duncan 9 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Foreign Bank Revaluation - Nominal Posting Reference is blank if you do not enter a reference

In Previous Versions of 100/MMS/200 the text of "REVALUE" was populated to the Reference field. If a user forgets to enter a reference and/or narrative then these fields are populated with blank contents.
Guest about 1 year ago in Foreign Bank Revaluation 0 Idea Accepted - Gauging Support

Would like an enhanced Process Standing Orders and Direct Debits Screen

No description provided
Guest about 1 year ago in Standing Orders 1 Further Information Required

View PDF invoice attachments from Nominal drilldown

It would be very useful to be able to view attached PDF invoices from the nominal transaction listing view. From what I can gather, currently you can only see attached PDF invoices by viewing invoice transactions within suppliers - very frustrating!
Guest over 3 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

Period Exchange Rates shouldnt overwrite user amended rates on CB Inter Bank Transfer

Scenario: Period Exchange Rates are in useUser uses inter bank transferUser posting a transfer between cashbooks with different currencies.User adjusts the exchange rate to reflect what was paid and what was received in respective currencies.User ...
Guest over 4 years ago in Inter Account Transfer 0 Idea Accepted - Gauging Support

Current balance on sage to reflect requested date.

On Sage 200 the balance on sage when performing a bank reconciliation is not correct if transactions have been processed after the date on the statement. I have just reconciled my bank statement dated 30 September but the report that was produced ...
Guest about 5 years ago in Bank Feeds (Bank Reconciliation) 1 Not an idea