Ideas

Showing 72

Invoices open to be amended up until they are Posted onto Sage.

We need to be able to amend invoices if there is a small error - date/amount/vat code etc unfortunately once you print or save you cannot amend. It would be much better if you could amend prior to being Posted rather than having to credit and re-r...

sean higgins 2 months ago in Post / Print 5 Idea Accepted - Gauging Support

43 VOTE

Change date on posted invoice, journal and bank transaction

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....

Janine Holloway 8 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

53 VOTE

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 over 1 year ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

31 VOTE

Ability to choose different invoice layout when reprinting invoice

If you produce an invoice in the Invoicing module and select a different layout, it will reprint on the layout assigned to the customer record. There is no option on the Reprint screen to choose a different layout.

Claire Trim almost 2 years ago in Print 1 Idea Accepted - Gauging Support

40 VOTE

Who Uses Cheques?

Cheques are hardly used any more. Payments are usually BACS, online or by transfer. Cheque Number should perhaps be updated in each module to Payment Reference.

David Low over 2 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

30 VOTE

When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first

Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittan...

Alison Alison about 2 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

21 VOTE

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 over 1 year ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

5 VOTE

Would like to have document created ref for credit notes and invoices

It would be helpful to be able to identify who/which user created the credit note or invoice (like the sales order document created column).

Lynn Jeffery 6 months ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

57 VOTE

To be able to create Copy Invoice to Credit Note in Invoicing Module

In newer versions of Sage 200 it is possible to copy an existing order when entering a sales return in SOP so that you do not have to manually key in all lines. It would be useful if the same option was available in the Invoicing Module. So when y...

Guest almost 8 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

8 VOTE

Change of invoice address & company name on the invoice

Instead of having to go into the customer to edit these details, it should allow us to edit the invoice address and company name on the invoice despite the status. Even when you change the customer address, it won't amend the invoice once reprinti...

Sophie May about 1 year ago in Re-print 3 Already Exists

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