Sales Ledger (Customers)

Showing 204

Amend date on receipts/payments without having to unallocate first

It could be done on Sage 50 so i am unsure as to why now you have to unallocate the payment/receipt to change the date to them reallocate.

Courtney Sharman 2 months ago in Payment / Payment/Receipt 1 Idea Accepted - Gauging Support

31 VOTE

Debtors Letters

It would good if you were able to automate the sending of debtors letters, deselecting any customers you are already in contact with.

Karen Marsh 3 months ago in Aged Debtors 3 Idea Accepted - Gauging Support

6 VOTE

Allow default nominal code but variable cost centre

Often a cost type is the same so the nominal code is consistent but the cost centre varies according to the supplier / customer.

Rachel Bartholomew 19 days ago in Account / Account 1 Idea Accepted - Gauging Support

42 VOTE

Allow fields to be searchable in list view even if columns are hidden

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 ...

Ella Browell 4 months ago in List / List 2 Idea Accepted - Gauging Support

12 VOTE

Customer Hold Tracking in Sage 200

When a customer is put on hold create a record of the date and release date to be able to report on. This will be helpful when debt chasing with the customer and reporting on their patterns of payments such as benefits would include; Improve visib...

Tracy Roberts about 2 months ago in Account 7 Idea Accepted - Gauging Support

1 VOTE

set correct allocation date on an allocation only entry SL / PL

when entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...

Adrian Evans 6 days ago in Allocate / Allocate 1 Review Required

36 VOTE

Change date on posted invoice, journal and bank transaction

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....

Janine Holloway 7 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

4 VOTE

Delete Supplier nominal codes

Can change the default nominal code on a supplier account but can't delete completely if you want to leave blank. Would also be good if you can have a default nominal but variable cost centre.

Rachel Bartholomew about 1 month ago in Account / Account 2 Not an idea

52 VOTE

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 ...

Stuart King over 1 year ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

8 VOTE

Mobile Numbers in Customers list

Being able to view mobile numbers on the customers list.

Karen Marsh 3 months ago in List 2 Idea Accepted - Gauging Support

Please enter your email address

FILTER BY FIXED IN VERSION

FILTER BY CATEGORY