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Sales Ledger (Customers)

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Customer PO to show on debtors list

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 25 days ago in Aged Debtors 1 Idea Accepted - Gauging Support

Be able to re-size the "Transactions" section within the "Customer Transaction Enquiry" screen

It'd be useful if you could adjust the height of the "Transactions" section when in the "Customer Transaction Enquiry" screen. Sometimes there might be one transaction with lots of lines in the nominal sub-section, or several invoices in the alloc...
John Wilkins 17 days ago in Transaction Enquiry 2 Review Required

EBanking for Customer Payments

When processing Payments (Refunds) to customers, it would be great if you could then create an ebanking file to pull into the bank
Lisa Castle 11 days ago in Payment/Receipt 0 Idea Accepted - Gauging Support

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 4 months ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

attachment with enter customer receipt

It would be useful to add a remittance to a sales receipt on customers.
Wendy Gardner 4 months ago in Payment/Receipt 2 Idea Accepted - Gauging Support

Allow Unicode characters in address details

When receiving orders from countries like South Korea & Greece the Delivery address does not handle the local language of the country. i.e. it replaced foreign characters with question marks.
simon IT tech 19 days ago in Account / Account 1 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
Oldschool Oldschool 6 months ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

Unallocated amount in transaction enquiry

In Supplier Transaction Query and Customer Transaction Query, instead of having "Allocated" amount we should have an option to add the Unallocated amount instead.
Leanne Mann about 2 months ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

AR allocation drilldown - show inv date and due date

ON AR enquiry when you click on the allocation drilldown for a payment as well as showing the current info (inv number, amount) please can you add in invoice date and deu date
Jamie Bazley about 1 month ago in Transaction Enquiry / Transaction Enquiry 1 Idea Accepted - Gauging Support

Import Memo Notes from a spreadsheet to Various Customers or Suppliers Accounts

Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...
Tina Baldwin 5 months ago in Account / Account 4 Idea Accepted - Gauging Support