Sales Ledger (Customers)

Showing 177

Multiple on SL and PL On Hold Reason

Rather than just On Hold it would be useful to be able to select a reason for the customer being on hold. Credit Hold / Account Conflict etc etc

Guest over 9 years ago in Account Status 0 Will not implement

2 VOTE

Post receipt/payment from Transaction Enquiry forms

Customer Transaction Enquiry When browsing the activity, I would like a quick link to post a Sales Receipt.This could be a link to the Sales Receipt form, which would open and pre-populated with the customer account. Supplier Transaction Enquiry S...

Peter Noble almost 5 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

2 VOTE

Nominal account list view column for 'date of last transaction' - same as in the SL and PL modules or add the report 'no transactions since'

Now that we can hide NL codes, would be useful to have the above to assist with the process, same as in SL and PL modules.

Guest about 5 years ago in List / List / List 0 Idea Accepted - Gauging Support

3 VOTE

For Sales Ledger to show invoices by oldest first

Credit Control would not need most recent invoices at the top, as they would be interested in older invoices first.

Guest almost 8 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

2 VOTE

Supplier Transaction Enquiry (Description Missing)

Why not have the main description of the invoice on the main screen, rather than drilling down to nominal to see the description. If the description was on the main page you could pull all the data out to excel. At present if you want to find some...

Guest about 5 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

2 VOTE

Short Key For Allocating Mass Payment (PRESS ENTER FOR SHORT KEY)

Maybe this post will help someone else avoid repetitive strain injury on there index finger!!!! When allocating payments and receipts to invoices. No Short key is provided however if you press ENTER it will allocate the full payment. F3 was the sh...

Guest over 5 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

2 VOTE

Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation

When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...