A button to be able to email all customers or suppliers, based on the contact role type. This would be useful when emailing at the end of the month for statement reminders, or when sending out a mass notification.
Tayla Adams
about 2 months ago
in Account / Account
0
Idea Accepted - Gauging Support
I would like to be able to view the supplier account information without having to select 'amend Account' as this could potentially result in someone accidentally overwriting existing information. Sage 50 would allow you to view the supplier infor...
Jenna Hughes
over 1 year ago
in Account
4
Already Exists
Add Role > Use With Documents > Select existing role to determine default contact
When adding customer and supplier roles (in ASM) and selecting Use With Document, the new role will be added to the Default contact for the account It would be better if the new role could be added to the Preferred contact of an existing role (if ...
Andrew Dunn
about 2 months ago
in Account / Account
0
Idea Accepted - Gauging Support
Sundry Account for Suppliers with editable name and address
When purchasing from a supplier once off it saves creating a new supplier. Changing the name and address on the PO makes it easy to search for their PO in the future.
Stuart Lancaster
3 months ago
in Account / New/Amend Order
0
Idea Accepted - Gauging Support
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...
Cathy Pennycook
over 1 year ago
in Account / Account
1
Idea Accepted - Gauging Support
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
5 months ago
in Account / Account
2
Not an idea
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 3 years ago
in Account / Account
0
Idea Accepted - Gauging Support
Make the 'Use by' fulfilment sequence work when batch numbers are selected when despatching stock.
The 'Use By oldest date' stock fulfilment sequence is over ridden by bin priority when the system is configured to assign batch/serial numbers upon despatch rather than allocation. When despatching stock we would like to be able to choose batches ...
mollie mcewan
about 2 years ago
in Despatch
2
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
almost 2 years ago
in Account / Account
4
Idea Accepted - Gauging Support
