Integration

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP

Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...

as above

When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information

choice of file type that's downloaded

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...

Partners in our EA program that when you go to send the invoice to the customer through the connect app the template you'd use is called Invoice Presentment. They aren't keen on this wording and would prefer an alternative.

The way in which is presented in the portal activity box, your eye is drawn to Customers and then the number not the definition. It would be expected that you see the total number of customer on your summary screen anyway. When you go into my netw...

Hi, From speaking to Sage support I gather Bank Feeds has a delay in the polling of information from banking institutions. I've seen information stating that transactions up to midday, can become available to download from midnight that evening ...

Opayo have the functionality to send email receipts to customers to confirm payment. For Opayo to do so, they require the email address to be included within the PayNow button.