Sales Ledger (Customers)

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.

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

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...

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...

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.

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...

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

currently defaults to paper, would like choice of email

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...