Sales Ledger (Customers)

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

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...

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 ...

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.

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...

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.

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...

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

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

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