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Sales Ledger (Customers)

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Allow user to specify a write off date when processing bad debt write-offs

can the system be amended to allow user to specify a write off date when processing bad debt write-offs? It uses the current date as a transaction date which isn't ideal.
Guest over 5 years ago in Write Off Bad Debt 1 Idea Accepted - Gauging Support

Ability on sales ledger accounts to record information with regards to communications sent out for credit control purposes.

Ability on sales ledger accounts to record information with regards to communications sent out to aid credit control.
Guest over 5 years ago in Communications 0 In Development

Audit for account changes

A few customers have queried whether or not they can audit who has amended an account so they can see who changed something. There should be a way to check when a Sales Ledger account, Purchase Ledger Account, Nominal Code, Stock Item, etc. was am...
John Dunn almost 6 years ago in Account 1 Idea Accepted - Gauging Support

Allow multiple email addresses against a single role for emailing layouts

allow an email address to be entered on an account in a format of multiple addresses separated by semi colon. For example the sales ledger contact for the send statement role to be entered as sales@company.com ; accounts@company.com so that when t...
Guest about 6 years ago in Account 0 Idea Accepted - Gauging Support

Create Alert when Customer has exceeded their credit limit

Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson over 5 years ago in Notifications 0 Idea Accepted - Gauging Support

Memorise function for invoices

In Sage 50 I set up an invoice template for a very large invoice of 58 lines (and getting bigger) that I need to post monthly. All I needed to do was pull up the memorised invoice, change the dates and a couple of minor things, then post it. It wo...
Cheryl Orr almost 3 years ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

add a column showing the outstanding values on a sales ledger enquiry

add a column showing the outstanding values on a sales ledger enquiry
Rick Rick over 2 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Re-Print Multiple Outstanding Invoices from Transaction Enquiry

It would be good to be able to re-print multiple Invoices that are outstanding i.e. Customer has more than one Invoice outstanding and wants a copy of all Rather than generating each one individually we want to generate in a batch and then can ema...
Guest almost 6 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Customer Transaction Enquiry- Option to extract certain amount of lines on current screen rather than whole list

Sometimes in the Customer Transaction Screen for outstanding invoices, you only want to extract a certain portion of the information into excel format rather than the whole lot- we have some customers with a lot of invoices to scroll through, some...
Marie Holt about 1 year ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Setting to allow the user to choose the statement production method

currently defaults to paper, would like choice of email
joanne scott almost 5 years ago in Statements 5 Idea Accepted - Gauging Support