Add "Outstanding balance" on Transaction Enquiry screen
It would be useful to have an additional column on the Transaction Enquiry screen that shows the Outstanding or Unallocated Balance for each transaction? (In both Sales Ledger and Purchase Ledger). At the moment we have 'Value (total)' and 'Alloca...
Elaine Newton
5 months ago
in Transaction Enquiry
3
Idea Accepted - Gauging Support
Show monthly total actuals in transaction enquiry (like Sage 50)
In Line 50 you can see in a simple way how much has been allocated to a nominal on a monthly basis for the current and previous year. It is easy to identify anomalies.
Corinna Semon
about 2 years ago
in Transaction Enquiry
3
Idea Accepted - Gauging Support
Ability to set default date filter for Nominal Ledger Transaction Enquiry
When looking at a nominal account enquiry, the transaction filter is currently defaulted to "No filter" so you see all transactions in date order and then need to filter/sort to find what you want. It would be useful if you could set the enquiry t...
Alan Evans
7 months ago
in Transaction Enquiry
2
Idea Accepted - Gauging Support
include the option to correct transactions for nominal taxable/non taxable transactions. the help only says cannot amend reversing or recurring entries but we have discovered it doesn't let you correct cash book ones (needed to correct the bank ac...
joanne scott
about 7 years ago
in Corrections
0
Idea Accepted - Gauging Support
Nominal transaction Enquiry - Purchase ledger 2nd Reference should be available within this screen
There should be a display of 2nd reference within nominal ledger transaction enquiry. Even if you double click on an individual transaction within nominal ledger the different tab options (bank, VAT trader trans, etc) does not list the 2nd referen...
Kieran Grant
about 7 years ago
in Transaction Enquiry
1
Idea Accepted - Gauging Support
Starting from the nominal ledger; Create an option to reverse transaction that resides in an Open or Future accounting period. If the transaction originates in a known module then also reverse the transaction in the source module. Selection would ...
The ability to change a transaction posted to the bank would be great. for example if you have picked the wrong bank you have posted to you can just go in and change the bank without putting all opposite entries and then re-entering into the corre...
Guest
about 7 years ago
in Corrections
0
Idea Accepted - Gauging Support
when correcting taxable cashbook transactions allow the option to post the correction in the output/input goods boxes on vat return
I thought this had already been logged but I cannot find it currently when you post a non taxable receipt and need to correct it (or vice versa) the payment will show in purchase goods column rather than remove it out the sales, this isn't really ...
joanne scott
over 6 years ago
in Corrections
3
Idea Accepted - Gauging Support
Allow drill down to invoice line detail level when reviewing nominals rather than just to supplier / invoice totals as currently
Permit an extra layer of drill down in nominals to give invoice line detail rather than having to go into individual suppliers to get invoice line detail.
Guest
almost 7 years ago
in Transaction Enquiry
0
Idea Accepted - Gauging Support
