Set the licence expiry warning to start appearing 30 days before the licence expires rather than 60 as the new licence keys arent available/do not auto update until 30 days before the licence is due to expire.
Ability to add a note to say why an account is on hold
At our company there can be various reason why an account is put on hold (non payment, foreign currency, long time since last order, known by different name). At present Sage just says this account is on hold. This does not tell other users why th...
Wiliam Merrick
over 9 years ago
in Account StatusDelivered
History/audit page or possibly report for recording changes to bank account details:
Another customer request, surrounding debtors and creditors, having control and audit of recording changes to bank accounts to avoid potential fraud, so having an ability to stamp user and date times of who done what changes and when.
Stop a Sales or Purchase Order line saving if the Nominal Code is blank
Currently it is possible to complete a SO or PO even when there are lines without a NL code, resulting in a posting to suspense. It would be useful if you couldnt save the order line if the NL Code is blank, or at the very least present a wa
Michelle White
about 10 years ago
in New/Amend OrderDelivered
Audit Trail to record changes to Supplier Record, such as Bank Account details, VAT codes and setting up new supplier. This is a major area of fraud, and needs monitoring closely.
Enhance Quotations to allow Cancellation or Convert to Pro-Forma
Some users would like to keep a history of quotations that did not result in conversion to sales order. At present the only option is to keep it with a status of live or delete. Users would like also to be able to convert a quotation to a p
