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Account Status

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User Defined Customer Status

User definable Customer Statuses with options to define what processes should be blocked for each status. E.g. Allow quote to be entered but prevent order being entered, or disallow both Allow order but prevent despatch etc. Similar to the way Pro...
Guest about 1 year ago in Account Status / Account Status 0 Idea Accepted - Gauging Support

To add a new screen where it is possible to tick Accounts to be hidden/re-activated en-masse (all ledgers)

Customers regularly ask the question whether it is possible to hide accounts en-masse. In the Purchase and Sales Ledgers it is possible to sort Accounts in the Accounts List View using the &Date of Last Transaction & field, then select mul...
Eric Belshaw over 2 years ago in Account Status / Account Status 0 Idea Accepted - Gauging Support

More options when an account is put on hold

This would then stop invoices being put on hold and also stop things from being despatched.
Guest almost 6 years ago in Account Status / Account Status 1 Further Information Required

Restrict the Hidden function

Do not allow a Sage200 account (Customer or Supplier) to be marked as Hidden if the balance is not zero. Currently hidden accounts do not appear on reports that would normally be used by auditors to validate debtors and creditors control. Similarl...
Guest almost 6 years ago in Account Status / Account Status 0 Idea Accepted - Gauging Support

Dont allow processing of orders when account is on hold

sage allows despatch of goods when an account is on hold for existing orders. Would prefer to stop any processing of orders as goods are being despatched to customers that shouldn't receive them
joanne scott almost 7 years ago in Account Status 0 Idea Accepted - Gauging Support

Credit control

Customisable on stop allow one order to proceed, control how much credit a company can have without taking customer on and off stop repeatedly which is extremely time consuming. Account activity alerts for credit controller.
Guest almost 9 years ago in Account Status 0 Idea Accepted - Gauging Support

Multiple on SL and PL On Hold Reason

Rather than just On Hold it would be useful to be able to select a reason for the customer being on hold. Credit Hold / Account Conflict etc etc
Guest over 9 years ago in Account Status 0 Will not implement