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Sales Ledger (Customers)

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Double click on invoice to see detail

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.
Guest almost 9 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

transaction enquiry screen

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
Guest over 7 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Analysis fields at header level on sales ledger transactions (for aged debtors breakdown and commission calculations etc)

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...
Vicky Poole over 7 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support

Would like ability to specify an allocation date at the point of a SL\PL Write off

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
Richard Cunningham over 9 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support

A better link between SOP Order refs and Invoice numbers

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.
Guest over 7 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Provide net monthly payment terms as an option for supplier/customer accounts

As far as I can see, currently you are only able to choose a number of days from invoice date as the payment terms for a purchase or sales ledger account. It would be good if it was possible to set them up with net monthly terms, other accounts pa...
Jo Clarkson over 5 years ago in Account / Account 0 Idea Accepted - Gauging Support

New Settlement Discount Legislation - Show Discounted Value on Sales Ledger Transaction Enquiry

Following the new Settlement Discount Legislation Update, in Sage 200 2015 on the Sales Ledger Transaction Enquiry it is possible to see the VAT Discount and Discount Value in the Transaction Detail. It would be useful if a Service Pack or Hot Fix...
Guest over 9 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

More options when an account is put on hold

This would then stop invoices being put on hold and also stop things from being despatched.
Guest almost 6 years ago in Account Status / Account Status 1 Further Information Required

Reversing a transaction - option to reverse in current period rather than original period

This would be useful when a period has been closed but a transaction from that period needs reversing on the current date/month/year.
Guest almost 8 years ago in Corrections / Corrections 0 Idea Accepted - Gauging Support

Similar to debtor letters but have the overdue invoices attached.

To be able to run a report that automatically sends out overdue invoices to clients and the reminder text in the email not attached as pdf as debtor letters does, as I have found when sending the debtor letters clients then reply and request the i...
Guest almost 8 years ago in Letters 0 Idea Accepted - Gauging Support