Sales Ledger (Customers)

Enter SR or PP and the Transaction Date is correct with the Date of the Transaction However, choose Save & Allocate and theDate on the Allocation Form incorrectly defaults to the System/Todays Date instead of carrying through the Transaction D...

You should be able to add attachments to Customer/Supplier Accounts in the Screen Enquiry not just Amend screens.

Allocation form picks today's date when launched from posting a transaction. The allocation date should default to the date of the transaction posted on the previous form. At the very least it should show a visual reminder if the date is outside t...

It would be ideal if could have 2 or 3 contact details available to use. Maybe one as the primary name and telephone number and an option to add more if required. We are having to hold this information on a separate spreadsheet at the momen

Within Sage 50 they were a corrections tab which took you to financials were you could look for the transaction you wish to change date, nominal, description etc. It would be good if this could be replicated in Sage 200

Our customers would like the Allocation Date to Default to the Payment/Receipt date or at least to display a warning if they are different. At the moment is defaults to the date of the PC. This is easily missed and then causes imbalances between t...

There is currently no option to have memos or notes on an SL account pop up with an order/proforma is being entered for a customer. A setting idea would be when creating the active memo, to have a tick box to allow it to work as a pop up so it d

Create and print free text credit notes from the Sales ledger without having to go through the sales return process

Ive got a customer who, whenever they run an EC Sales list, it forgets the last path saved. After much investigation, it seems to be held in the Registry within Windows own areas rather than Sage specific. It would be good if this path is either h...

It would be helpful to be able to pull off an Aged Debtors/Creditors list to only show overdue debt, rather than current & future. We have monthly invoices posted for the rest of the year and these can make aged creditors reports very long, ev...