Sales Ledger (Customers)

We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...

More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.

It would be useful to add a remittance to a sales receipt on customers.

By adding ageing columns you can then run filters to bring up customers with certain ageing criteria for reporting and statements

When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt

Currently when processing a card payment with order the default is to save the card details for future transactions, the default should be not to save the details unless permitted by the card holder. Trade customers generally say store the details...

Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...

When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.

Be able to multiple invoice entries on one screen like sage 50

It's not unusual to want to drill down from a sales or purchase invoice/credit note to the SOP/POP invoice. At present, the database structure makes this difficult or impossible as it depends on the transaction reference - which can be amended. A ...