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
3 months ago
in Post / Print
5
Idea Accepted - Gauging Support
Ensure Full Compatibility of Sage 200 with New Outlook Before 2029
With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...
Pete Pete
about 1 year ago
in Email / Emailing
0
Idea Accepted - Gauging Support
I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression
Andrew Dunn
11 months ago
in Emailing
0
Idea Accepted - Gauging Support
Allow the message body in email settings to be amended with Fields from a Customer account
I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.
Guest
over 6 years ago
in Emailing
0
Idea Accepted - Gauging Support
Add outlook signature when emailing documents from Sage
Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.
Guest
over 9 years ago
in Emailing
0
Idea Accepted - Gauging Support
Posting Invoice from Invoicing populates reference and second reference as the Invoice Number
Can the below be changed please? When you raise an order from SOP, process it all the way through, you have a Sales Ledger posting that has the reference and 2nd ref as the invoice number and order number. When you do the same on Invoicing, it was...
Guest
about 8 years ago
in Post
2
Idea Accepted - Gauging Support
Make report designer email attachments easier to view & update
In report designer you have a section for email settings. The first tab covers the to, from, subject & email body text whilst the second tab allows you to add files that are attached to report designer output that is emailed. Often during upgr...
Ian Makinson
about 2 years ago
in Emailing
0
Idea Accepted - Gauging Support
I have had a few clients who wish to raise an invoice from the invoice list and record information at this point which will then post through to the 2nd reference field in the customer transaction enquiry screen. This could be using the Customer O...
David Shearer
over 3 years ago
in Post
0
Idea Accepted - Gauging Support
Ability to send invoices to multiple email addresses (Ten +) As in Sage 50
I have a customer that needs to email copies of its invoices to multiple email addresses from Sage 200 as they used to be able to do in Sage 50 - Is there any possibility this could be included in a future release ?
Guest
over 6 years ago
in Emailing
0
Idea Accepted - Gauging Support
Report Designer Email Options - one email per invoice
Please add a selection box to theReport Designer Email Options settings, where we can choose between each invoice being sent on an individual email or the current option of multiple attachments on an email.
Guest
over 2 years ago
in Emailing
0
Idea Accepted - Gauging Support
