Add Role > Use With Documents > Select existing role to determine default contact
When adding customer and supplier roles (in ASM) and selecting Use With Document, the new role will be added to the Default contact for the account It would be better if the new role could be added to the Preferred contact of an existing role (if ...
Andrew Dunn
23 days ago
in Account / Account
0
Idea Accepted - Gauging Support
Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...
Andrew Dunn
26 days ago
in Account / Account
0
Idea Accepted - Gauging Support
A button to be able to email all customers or suppliers, based on the contact role type. This would be useful when emailing at the end of the month for statement reminders, or when sending out a mass notification.
Tayla Adams
26 days ago
in Account / Account
0
Idea Accepted - Gauging Support
Ability to change the due date on Purchase Credit Notes
If a purchase credit note is dated Jan 2026, we 'take' the credit note along with the invoices for the same payment period but as there is no way to change the due date, they are all included in the suggested payments report. We currently have to ...
When matching the TB to the aged debtors, there can sometimes be a discrepancy and then you have to try and find this. For example, the discrepancy is £5000 and sometimes, it can be just one figure and you find that the allocation date was incorre...
Sundry Account for Suppliers with editable name and address
When purchasing from a supplier once off it saves creating a new supplier. Changing the name and address on the PO makes it easy to search for their PO in the future.
Stuart Lancaster
2 months ago
in Account / New/Amend Order
0
Idea Accepted - Gauging Support
At the moment, the supplier stock code length is capped to 24 characters. We would like this extending as its not capturing the full code length for the customer.
Currently the Payment Detail report shows blank under Detail column where it would be useful if it could add certain details from the supplier ledger. It would be good if this was customisable
Karen Law
3 months ago
in Generate Payments
0
Idea Accepted - Gauging Support
set correct allocation date on an allocation only entry SL / PL
When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...
Adrian Evans
3 months ago
in Allocate / Allocate
2
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