Stock Transaction History - Account Type / SourceAreaRef - Enhance Filter and make visible
Would like the stock history > advanced selection > account type filter to allow filtering on each "Account Type" (SourceAreaRef) Would like the SourceAreaRef (Account Type) field to be visible on the transaction details When using View Stoc...
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
6 months ago
in Transaction Enquiry
3
Idea Accepted - Gauging Support
The Stock History is very difficult to work through, when looking for stock errors, because movements in and out are shown as positive numbers. Please either show Out movements as negatives numbers, or at least split in and out movements into 2 se...
Brenda Rawlings
over 2 years ago
in View Stock Item History
4
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
More specific transaction type filters on View Stock Item History
On the View Stock Item History form, there is no way to filter by some specific transaction types such as sales order despatch and purchase order receipt. The only way to achieve this is to use 'All Goods In/Out' and set the account type to custom...
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
Would be great (if possible) to see a running total of stock qty in the stock history screen. This would help users understand which movements have affected their stock levels.
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
Increase the Stock history default date range to more than 3 months
The stock history enquiry screen has a default date range of just 3 months. I realise that it can be customised and expanded but that only holds for each specific enquiry and the earlier date needs selecting every time. I am advised that the 3 mon...
