Ideas

Showing 34

Credit note reasons

Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)

Tayla Adams 10 days ago in Invoice/Credit / New/Amend Invoice / New/Amend Return 0 Idea Accepted - Gauging Support

79 VOTE

Ability to attach documents in other modules, e.g. Sales Ledger, Sales Order Processing.

The ability to attach / scan documents to sales transactions, for example may wish to attachproof of delivery. Please add examples of where and why you would find this useful. Thank you

Guest over 7 years ago in Invoice/Credit 5 Partially Implemented

13 VOTE

The ability to select which budget you're reporting against when running financial statements

We set a budget for the start of the financial year. I'm sure plenty of other companies then do a re-forecast. Some might do it after Q1, some may re-forecast every quarter for example. It would be incredibly helpful if we could select the budget ...

John Wilkins about 2 years ago in Budgets 0 Idea Accepted - Gauging Support

1 VOTE

Attach document to multiple transactions at once

I am aiming to try and attach one document to multiple transactions without having to select and add to each transaction individually

Molly Armsworth 3 months ago in Invoice/Credit / Invoice/Credit / Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

3 VOTE

Sales/Purchase Ledger Duplicate Reference & Date Check Tool to allow check on reference only

It would be good if this checker could have an option to check the Reference Only rather than both the Reference & Date having to be duplicated for the warning message to appear.

Howard Taylor over 1 year ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

3 VOTE

Nominal code look up

When looking for the correct nominal code, is it possible that you could enter a few characters and the look up will start from there rather than going through the whole nominal list.

Debbie Waring over 1 year ago in Invoice/Credit / Invoice/Credit 1 Already Exists

11 VOTE

Budget Monitoring in New Year when Old Year is still open

The ability to run a budget v actuals report for the new year, when the old year is still open would be very helpful. I have not been given the go ahead to close old year by our accountants. This means I am unable to produce any meaningful budget ...

Guest about 7 years ago in Budgets 0 Idea Accepted - Gauging Support

5 VOTE

Memorise function for invoices

In Sage 50 I set up an invoice template for a very large invoice of 58 lines (and getting bigger) that I need to post monthly. All I needed to do was pull up the memorised invoice, change the dates and a couple of minor things, then post it. It wo...

Cheryl Orr almost 4 years ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

9 VOTE

I would like to maintain multiple versions of my nominal budgets

Throughout the course of the year my budgets are often revised. When I amend the budget I would like to keep a copy of the original budget and also see the new budget. I would also like this to be reflecting in report so I can see original

Guest almost 9 years ago in Budgets 0 Idea Accepted - Gauging Support

4 VOTE

Budget audit trail

It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the ed...

Guest almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

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