Sales Ledger (Customers)

The ability to write off bad debt for credit type transactions as well as the normal functionality.

We have multiple companies on Sage 200 with different requirements, so we have different columns open on each screen due to different analysis codes & terminology. However when you switch between the companies, it doesn&t seem to remember ...

It would be useful if a secondary sort facility could exist within the Sage 200 List Views. For example, there may be a requirement to sort the Sales Ledger Customers List View by Currency (Primary Sort), then Account Code (Secondary Sort). I real...

The lack of an invoice description field that appear on the sales ledger screens is a big gap in functionality. We are currently importing around 1000 invoices per week from an external billing systems and it is difficult to perform effective cred...

Function to double click on invoice within client account that automatically shows descriptive text in email. This is available in customer activity box in sage 50 and was great source and Sage 200 way is very very cumbersome.

we have customers who pay monthly a batch of 40 plus invoices / credit notes....it would be really handy to highlight the selected payments which they have paid to then press the allocate key on one occasion oppose to the 40 occasions you currentl...

On SL and PL, would be nice in the drop down box to be able to change columns showing- i.e remove Dept + CC from the drilldown box if they are not used by the company

We now have several customers who need to be able to break down their outstanding debtor balances according to particular criteria (e.g. the brand of goods sold, or the event being invoiced) and/or perform calculations (e.g. commission) based on i...

Within the Write Off forms, would like the option to specify an allocation date so that the invoice, write off transaction and allocation dates can all be aligned for the purposes of the retro Aged Debt\Credit reporting

It seems unnecessarily difficult to find the Invoices for a particular PO or the SOP for a particular Invoice. Ideally, this would be a drill-down available within both the SOP and SL modules.