Integration

Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...

as above

When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information

When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...

choice of file type that's downloaded

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...

Partners in our EA program that when you go to send the invoice to the customer through the connect app the template you'd use is called Invoice Presentment. They aren't keen on this wording and would prefer an alternative.

The way in which is presented in the portal activity box, your eye is drawn to Customers and then the number not the definition. It would be expected that you see the total number of customer on your summary screen anyway. When you go into my netw...

Where a company has been set up with the incorrect name in the ERP data set, where it is changed allow the data that is synced with the change in to be consumed by Sage Connect.

E-Invoicing should be made available for Sage 200 to streamline digital invoice processing for businesses. In particular integrating with PEPPOL, the app will ensure businesses can easily exchange invoices with their EU counterparts, complying wit...