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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 about 6 years ago in Account Status / Account Status 0 Idea Accepted - Gauging Support