Ideas

Showing 11

Sales Quotations amend type form pro forma

by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER

Stuart Shephard 10 months ago in Convert Pro Forma 2 Idea Accepted - Gauging Support

Add document originator feature from purchase orders to sales orders

In purchase orders you have the option to set the document originator as someone else from a drop down list. This would be helpful to be a feature in sales orders as the person who takes the order isn't always who inputs it into the system. Curren...

Bethany Houghton 9 months ago in Convert Pro Forma / New/Amend Order 0 Idea Accepted - Gauging Support

13 VOTE

Increase in field length for Cost Centre, Department and Report Category codes

It would be easier to design more complex charts of accounts with a little more flexibility in these codes. Maybe 5 or 6 characters for CC and Dept codes I have also struggled sometimes to design more complex Balance Sheet and P&L layouts with...

Guest almost 7 years ago in Department / Financial Statement Layouts 6 Idea Accepted - Gauging Support

5 VOTE

Pro-Forma Converted rather than completed

In the list view currently, the document status for a converted pro-forma is completed. I think it would be really helpful to have the status as converted rather than completed.

Guest about 4 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

5 VOTE

Convert pro forma to order retains pro forma date

When converting pro forma to order it doesn't use the proforma date, it uses todays date

joanne scott about 7 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

5 VOTE

Convert Proforma to Invoice

Sage 200 has brought back the Invoicing module last available in the the Line 100 days. This is good functionality but there seems to be some missing options. When you raise a Proforma, you have the option to convert it to a Sales Order. A benefic...

Guest about 8 years ago in Convert Pro Forma 0 Idea Accepted - Gauging Support

6 VOTE

Floating Nominals

Nominals that are floating so could be asset or liability on balance sheet. This is essential for management reporting.

Guest about 10 years ago in Financial Statement Layouts 0 Idea Accepted - Gauging Support

4 VOTE

Nominal Financial Layouts - Scroll Button not to change Row Type

Users scroll down the layout using the mouse wheel and this changes the Row Type they are currently click on thus altering/corrupting the layout without the user realising.

Saeed Malik about 10 years ago in Financial Statement Layouts 0 Idea Accepted - Gauging Support

2 VOTE

Multiple Report Codes on Nominal Accounts

The ability to have additional reporting codes, other than just financial statements. We have multiple franchises that want financial info in different formats and it would be nice to just extract the TB, summarised and totaled by the relevant cod...

Guest over 7 years ago in Financial Statement Layouts 0 Idea Accepted - Gauging Support

1 VOTE

Financial Statement Layout - Balance Sheet Validation

When creating the Balance Sheet in the NL, financial statement layouts option, it would be handy if on licking the validate option, it would add the current years profit figure in here as well, as when it doesn't balance and you think its the layo...

Guest over 7 years ago in Financial Statement Layouts 0 Idea Accepted - Gauging Support

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