Ideas

Showing 70

'Email All' Customers or Suppliers

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 20 days ago in Account / Account 0 Idea Accepted - Gauging Support

3 VOTE

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 17 days ago in Account / Account 0 Idea Accepted - Gauging Support

49 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 9 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

52 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

9 VOTE

Allow default nominal code but variable cost centre

Often a cost type is the same so the nominal code is consistent but the cost centre varies according to the supplier / customer.

Rachel Bartholomew 3 months ago in Account / Account 1 Idea Accepted - Gauging Support

5 VOTE

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 2 months ago in Account / New/Amend Order 0 Idea Accepted - Gauging Support

30 VOTE

Supplier Account Information

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

1 VOTE

Amend Account - Return to Company tab after Save

Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...

Andrew Dunn 20 days ago in Account / Account 0 Idea Accepted - Gauging Support

23 VOTE

Assign Bank accounts to Customers/Suppliers

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 about 1 year ago in Account / Account 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 almost 3 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

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