Ideas

Showing 392

Could the accounting period number be visible in the purchase ledger please?

Given that Sage allows you to back-date a transaction and has both invoice date and posted dates, it can be challenging at month-end in terms of cut off. We were looking at our GRNI (goods received, not invoiced) info. It is not always easy to ide...

John Wilkins about 2 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

41 VOTE

Create an option to reverse a Payment Run or allow refresh of bank details

One of the major issues with the Suggested Payment Run routine in Sage 200 is when posting payment and creating a bank file. If there are errors with any of the suppliers on the run, (incorrect BIC or IBAN etc.) Payment run still completes with th...

Paul Daly about 2 years ago in Ebanking (Payments) 2 Idea Accepted - Gauging Support

24 VOTE

Assign Bank accounts to Customers/Suppliers

We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...

Cathy Pennycook over 1 year ago in Account / Account 1 Idea Accepted - Gauging Support

8 VOTE

Similar to being on hold, is there a way that triggers if a customer is on proforma

We dont want to ship goods before payment has been received with certain customers. There is currently no way of the team knowing if a customer needs a pro-forma before the sales order is raised. Is it possible to raise a warning similar to being ...

Daniel Pearce 5 months ago in New/Amend Order 3 Further Information Required

7 VOTE

Check if a customer PO is a duplicated before proceeding with a SO

We have had numerous customer orders processed and invoiced where the PO is actually a duplicate. This is due to to customers sending orders to various emails and them being processed by different people. As there is currently no check the PO numb...

Julie McDermaid 5 months ago in Generate orders / New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

2 VOTE

Allocation Dates Report

When matching the TB to the aged debtors, there can sometimes be a discrepancy and then you have to try and find this. For example, the discrepancy is £5000 and sometimes, it can be just one figure and you find that the allocation date was incorre...

Janine Holloway about 1 month ago in Aged Creditors / Aged Debtors 3 Already Exists

10 VOTE

Add nominal narrative to customer/supplier screen

You can see the detail of the invoice/credit on the customer/supplier screen instead of drilling in at the bottom - can easily export to excel

Courtney Sharman 9 months ago in Transaction Enquiry / Transaction Enquiry 3 Idea Accepted - Gauging Support

16 VOTE

Payment Processing

I find the whole Payment processing laborious, extremely time consuming and out of date. Instead of Printing a suggested Supplier Payment report , then having to amend, then printing another report and so on, it would be good to have all the Suppl...

Kate Clement about 1 year ago in Suggested Payments 1 Idea Accepted - Gauging Support

11 VOTE

Customer Part Codes

Allow for customers to have specific codes for your product and allow searching against this code (as well as the master code) on SOP and other relevant forms.

Richard Torr 11 months ago in New/Amend Order / New/Amend Stock Record 1 Idea Accepted - Gauging Support

8 VOTE

In the delivery address form, add an additional optional input field labeled “PO Box” after the primary street address fields.

Some customers may have both a street address and a PO Box. Delivery services sometimes require both to ensure successful delivery. Keeps address data cleanly separated for backend systems and shipping integrations

Edie Collins 8 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

Please enter your email address

FILTER BY FIXED IN VERSION

FILTER BY CATEGORY