Sales Ledger (Customers)

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 ...

There is a function to set a filter on a list view as public or private but it would be really beneficial to be able to tick per user if they have access to it or if it's hidden. We rely heavily on filters across modules and often they are relevan...

When you're amending a customer contact there is no + by the telephone number fields. So this sometimes causes our Sales guys to try and be helpful by adding the plus for the international dialling code. But it'd be helpful if these two screens we...

You can see the detail of the invoice/credit on the customer/supplier screen instead of drilling in at the bottom - can easily export to excel

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...

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....

we have 5000 products lines and 2500 customers, it’s difficult to find them

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 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...

Set default incoterms on a customer record. This should flow onto Sales Orders. Ability to change the incoterms if required on the sales order, Ability to change at despatch but the changes to be considered as a business setting so the warehouse o...