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
5 months ago
in Post / Print
6
Idea Accepted - Gauging Support
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
about 2 years ago
in Print
1
Idea Accepted - Gauging Support
Move away from CSV imports & introduce Excel imports
It would be more efficient to move away from using CSV file imports & instead enable Excel file imports as this would remove the step of saving as a csv file, it would also reduce the chances of introducing data errors on import when a user op...
Guest
over 8 years ago
in Excel
0
Idea Accepted - Gauging Support
Not sure if this is possible as Data to Excel dumps the data contained in a report to Excel from the table formatting and ignores formatting on the report, but it would be great if Credits and Returns would show as negatives when using Data to Exc...
Gary Butler
over 5 years ago
in Excel
4
Idea Accepted - Gauging Support
Data to Excel to send Text Fields and Expressions to Excel
Sage support advised on an issue I had where the customer was sending details to Excel via Data to Excel - where text fields and Expressions didn't show on the output: When using the 'Data to Excel' option, any expression created using multiple fi...
Gary Butler
about 3 years ago
in Excel
0
Idea Accepted - Gauging Support
When invoicing sales orders why do we have to untick the "Layout" box AND the "use invoice default layout" option to ensure the correct customer layout for invoicing is picked up. If a customer a/c specifies ESD layout surely this shoul
When invoicing sales orders why do we have to untick the "Layout" box AND the "use invoice default layout" option to ensure the correct customer layout for invoicing is picked up. If a customer a/c specifies ESD layout surely this shoul
Diane.Hamilton Diane.Hamilton
over 6 years ago
in Print
1
Idea Accepted - Gauging Support
Would like the ability to pick an analysis code on the Print Invoices screen. This would be useful is a company wants to run 2 different companies from 1 Sage 200 company as they could mass print the invoices rather then having to manually pick th...
Andrew Siddles
over 8 years ago
in Print
0
Idea Accepted - Gauging Support
Please can the Excel Addon be made available again for 2016? It used to be such a handy tool when we were in 2011 to pull some data from Sage very quickly. Querying SQL is fine, but it requires some tech knowledge that not many staff have.
Guest
over 8 years ago
in Excel
0
Idea Accepted - Gauging Support
Data to excel to report same info as within the report as at present this is not the issue.
With reference to one of my Incident reference - 190318-E8924. (Still unsure why this needs to be an idea hub issue as well to me data to excel doesn't work as expected) When running a Sales invoices and credits notes summary and detailed report w...
Guest
about 8 years ago
in Excel
0
Idea Accepted - Gauging Support
