Add "Outstanding balance" on Transaction Enquiry screen
It would be useful to have an additional column on the Transaction Enquiry screen that shows the Outstanding or Unallocated Balance for each transaction? (In both Sales Ledger and Purchase Ledger). At the moment we have 'Value (total)' and 'Alloca...
Elaine Newton
7 months ago
in Transaction Enquiry
3
Idea Accepted - Gauging Support
Show monthly total actuals in transaction enquiry (like Sage 50)
In Line 50 you can see in a simple way how much has been allocated to a nominal on a monthly basis for the current and previous year. It is easy to identify anomalies.
Corinna Semon
about 2 years ago
in Transaction Enquiry
3
Idea Accepted - Gauging Support
Ability to set default date filter for Nominal Ledger Transaction Enquiry
When looking at a nominal account enquiry, the transaction filter is currently defaulted to "No filter" so you see all transactions in date order and then need to filter/sort to find what you want. It would be useful if you could set the enquiry t...
Alan Evans
9 months ago
in Transaction Enquiry
2
Idea Accepted - Gauging Support
An undo/reverse button for all transactions in Sage 200
I work for an Education Trust so we use the Sage 200 software. I have recently seen that Sage 50 offers an undo button which means that a payment or receipt, which has been posted incorrectly, can be instantly reversed with no problems. I was just...
Nominal transaction Enquiry - Purchase ledger 2nd Reference should be available within this screen
There should be a display of 2nd reference within nominal ledger transaction enquiry. Even if you double click on an individual transaction within nominal ledger the different tab options (bank, VAT trader trans, etc) does not list the 2nd referen...
Kieran Grant
over 7 years ago
in Transaction Enquiry
1
Idea Accepted - Gauging Support
Allow posting of changes to a purchase/sales ledger even when it has been allocated? Sometimes whilst reviewing the month end invoices we find some which have been posted to an incorrect nominal - if they have already been allocated we have to una...
When amending the Reference and 2nd Reference fields on a SI or PI via the Correct Transaction routine, this is not updated through to the Audit Trail table. Would be useful if this could be updated to reflect the SL or PL transaction.
Kathleen Leask
about 6 years ago
in Corrections / Corrections
0
Idea Accepted - Gauging Support
Allow drill down to invoice line detail level when reviewing nominals rather than just to supplier / invoice totals as currently
Permit an extra layer of drill down in nominals to give invoice line detail rather than having to go into individual suppliers to get invoice line detail.
Guest
about 7 years ago
in Transaction Enquiry
0
Idea Accepted - Gauging Support
Ability to Reverse Settlement Discount That Was Entered Accidentally
Our customers would like the ability to Reverse Settlement Discount that was entered accidentally. At the moment it doesn't appear in the list in Sales Ledger or Purchase Ledger Adjust Transactions Reverse Transaction. The only way to do it is to ...
