Ideas

Showing 11

Customer Details

It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage

Sally Bruce about 2 years ago in Customer/Supplier 6 Idea Accepted - Gauging Support

3 VOTE

Sales Quotations amend type form pro forma

by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER

Stuart Shephard 11 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

2 VOTE

Add document originator feature from purchase orders to sales orders

In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...

Bethany Houghton 9 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

9 VOTE

PDF Month End Report Suite for Schools

It would be good if we could have a PDF report suite for all the month end reports shown in the academies handbook and they are standardised for all schools.

Guest over 7 years ago in Month End Report Suite for Schools 0 Idea Accepted - Gauging Support

5 VOTE

Pro-Forma Converted rather than completed

In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.

Guest about 4 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

6 VOTE

Ability to identify Customers and Suppliers as Counterparty transactions and report on this for Annual Accounts Return

Academies are required identify transactions between the trust and other public bodies (Counterparties) and report these in the Annual Accounts Return each year. It would be really useful to tick a box or select a drop down on a customer or suppli...

Guest over 8 years ago in Customer/Supplier 0 Idea Accepted - Gauging Support

5 VOTE

Convert pro forma to order retains pro forma date

When converting pro forma to order it doesn't use the proforma date, it uses todays date

joanne scott about 7 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

5 VOTE

Convert Proforma to Invoice

Sage 200 has brought back the Invoicing module last available in the the Line 100 days. This is good functionality but there seems to be some missing options. When you raise a Proforma, you have the option to convert it to a Sales Order. A benefic...

Guest about 8 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

3 VOTE

Sage Education - Gift Aid System

We have set up a process to use SAGE for education to record parental donations and compile gift aid reports in a format which can be pasted into the HMRC OSD spreadsheet. I record donations in an access database, but it could just as easily be a ...

Guest over 6 years ago in Gift Aid 0 Idea Accepted - Gauging Support

1 VOTE

Provide Sage 200 Educational users with a compatible file(s) to Import the ESPO/ YPO Product Catalogs

More and more Educational establishments are taking up Sage 200 Standard Online. A number of these institutions rely on the ESPO and YPO product catalogues for stock inventory. Currently both ESPO and YPO provide rudimentary import files which are...

Guest over 8 years ago in Stock catalogue import 0 Idea Accepted - Gauging Support

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