Ideas

Showing 15

Customer transactions to import at a summary invoice/credit note level

It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.

Cecilia Akum about 1 year ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

6 VOTE

Hold Prior Year Journals in the same way as other normal journals

This would allow us to save journals to be reviewed before posting, which we do for other manual journals, I don't see any reason the option shouldn't be there for prior year journals.

Samuel Peach-Barnes about 2 years ago in Previous Year Journal Entry 0 Idea Accepted - Gauging Support

15 VOTE

Nominal Previous Year journal - correct postings or remove functionality to post to year prior to last year

Sage 200 allows the user to enter a previous journal that will allow the adjustments of the closing balances, which is fine if the year this journal relates to is the one prior to the current financial year. If the user enters a journal date of 31...

Guest over 8 years ago in Previous Year Journal Entry 0 Idea Accepted - Gauging Support

7 VOTE

Imported transactions not being able to go to hidden codes

When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.

Guest about 4 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

13 VOTE

Import Sales Transactions - Validate Nominal Accounts to check that they exist

Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense

Saeed Malik over 10 years ago in Customer/Supplier Transactions 1 Idea Accepted - Gauging Support

2 VOTE

Amendments to Financial Imports

I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...

Simon Tomkins over 2 years ago in Customer/Supplier Transactions 1 Will not implement

7 VOTE

Can a Print button be added to the Prior Year Journal entry screen

The standard Journal entry screen has a Print button, which customers find useful to enable them tokeep paper copiesfor their records, but the Prior Year Journal entry screen does not. Would it be possible to add a Print button to the prior year s...

Guest over 9 years ago in Previous Year Journal Entry 0 Idea Accepted - Gauging Support

5 VOTE

add supplier transaction nominal validation

currently sage will import with no warnings if the nominal account doesn't exist, this has resulted in journal corrections being required

joanne scott about 7 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

6 VOTE

Import Sales Transactions - Transaction Date Validation rules to be followed

The system lets transaction dates through with any dates, it does not look at the transaction date validation rules in ASM

Saeed Malik over 10 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

3 VOTE

Functionality to add a Name (Description) and a Short Name to non-standard Sage 200 Modules/Sources

When importing Sage 200 Customer or Supplier transactions, it is possible to specify a Source (Module) number in the 16-90 range to the Excel import file. At present, when the transactions have been imported, the description of Sources 16-90 will ...

Eric Belshaw over 6 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

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