Ability to attach documents in other modules, e.g. Sales Ledger, Sales Order Processing.
The ability to attach / scan documents to sales transactions, for example may wish to attachproof of delivery. Please add examples of where and why you would find this useful. Thank you
Guest
over 6 years ago
in Invoice/Credit
1
Partially Implemented
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 ...
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.
David Selvage
over 2 years ago
in Account / Account
0
Idea Accepted - Gauging Support
We now have auto refresh on commercial module lists,can we have it on all financial module lists please. No need for it to be optional in my view. Why would any user not want it on?
Guest
about 6 years ago
in List
0
Idea Accepted - Gauging Support
Add links between Sales transactions and SOP invoices, Purchase transactions and POP invoices
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 ...
Sales and Purchase Ledger Transaction Enquiries - setting to choose whether to sort descending or ascending
In credit control & payment control circumstances, users wish to see the oldest transactions first when loading a transaction enquiry as these are the transactions most likely to need attention, they can click on the column to change the sort ...
When contacting the customer they always ask for their PO number which isn't shown on the debtors list - this is a basic requirement of credit control.
Debbie Waring
4 months ago
in Aged Debtors
1
Idea Accepted - Gauging Support
On SAGE 50, you can press F3 to allocate a full payment but on SAGE 200 you have to triple click. The 'auto allocate' doesn't work when they pay invoices and miss a couple out in between. We sometimes have to allocate over 100 transactions to a pa...
Hennessey, Megan
3 months ago
in Payment / Payment/Receipt
4
Idea Accepted - Gauging Support
When entering a receipt payment in sales ledger have ability to enter comment on over-payments
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