Sales Ledger (Customers)

Showing 204 of 2225

Amend date on receipts/payments without having to unallocate first

It could be done on Sage 50 so i am unsure as to why now you have to unallocate the payment/receipt to change the date to them reallocate.

Courtney Sharman 3 months ago in Payment / Payment/Receipt 1 Idea Accepted - Gauging Support

36 VOTE

Debtors Letters

It would good if you were able to automate the sending of debtors letters, deselecting any customers you are already in contact with.

Karen Marsh 4 months ago in Aged Debtors 6 Idea Accepted - Gauging Support

47 VOTE

Allow fields to be searchable in list view even if columns are hidden

In Sage 50, information you could access drilling down into an order could be searchable whether its in a showing column or not. For example, you could search part of an address and it would bring up the orders containing this. Info referenced by ...

Ella Browell 5 months ago in List / List 2 Idea Accepted - Gauging Support

8 VOTE

Allow default nominal code but variable cost centre

Often a cost type is the same so the nominal code is consistent but the cost centre varies according to the supplier / customer.

Rachel Bartholomew about 1 month ago in Account / Account 1 Idea Accepted - Gauging Support

43 VOTE

Change date on posted invoice, journal and bank transaction

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....

Janine Holloway 7 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

15 VOTE

Customer Hold Tracking in Sage 200

When a customer is put on hold create a record of the date and release date to be able to report on. This will be helpful when debt chasing with the customer and reporting on their patterns of payments such as benefits would include; Improve visib...

Tracy Roberts 3 months ago in Account 7 Idea Accepted - Gauging Support

53 VOTE

When entering a SL customer receipt / payment, option to toggle on/off account hold status

We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...

Stuart King over 1 year ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

25 VOTE

Keep Attachments when Archiving

It is a legal requirement to keep documents for customers / suppliers for a number of years, the customers want these attachments to be easily accessible, currently when archiving takes place the links to these documents are removed, and the docum...