Sage 200 UKI Ideas Portal

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    Create Alert when Customer has exceeded their credit limit

    Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
    Kate Hutchinson almost 7 years ago in Notifications 0 Idea Accepted - Gauging Support

    Pop-Up Messages to show Credit Review Dates for Customers

    It is possible to add Credit Review dates on Sales Ledger Accounts under the Credit tab. Although it is possible to add these datesagainst the accounts, you have to go into each individual account to check the dates entered. This information does ...
    Guest over 9 years ago in Notifications 0 Idea Accepted - Gauging Support

    Ability to see our future years transactions on the ledgers in the current year. E.g. current year end 31st March 2016 not yet closed off in April but we would like to see transactions posted after the current year end (31st March 2017).

    No description provided
    Guest almost 10 years ago in Current Transactions list 0 Idea Accepted - Gauging Support

    Add Financials Tab like sage 50

    So that you can easily go and few transactions through URN number, add financials section like section in Sage 50 to easily access this.
    Guest about 10 years ago in Current Transactions list 0 Idea Accepted - Gauging Support