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Sales Ledger (Customers)

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Sales and Purchase Ledger Transaction Enquiries - setting to choose whether to sort descending or ascending

In credit control & payment control circumstances, users wish to see the oldest transactions first when loading a transaction enquiry as these are the transactions most likely to need attention, they can click on the column to change the sort ...
Saeed Malik almost 7 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Desktop lists scrollable view limit

When a desktop list is in scrollable view, only 1000 records are displayed by default. Could this value beadded tothe Tools / Preferences screen (StandardDesktop.DesktopPreferencesForm) At present, it can only be changed by adding a line eg. <a...
Geoff Turner almost 4 years ago in List 0 Idea Accepted - Gauging Support

Show invoice numbers on allocation session drilldown

When looking an allocation within the SL module you can only see the invoice number and the date of the allocation. It would be very helpful if you could also see the invoice date in this view. Thanks
Guest almost 3 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

To add a new screen where it is possible to tick Accounts to be hidden/re-activated en-masse (all ledgers)

Customers regularly ask the question whether it is possible to hide accounts en-masse. In the Purchase and Sales Ledgers it is possible to sort Accounts in the Accounts List View using the &Date of Last Transaction & field, then select mul...
Eric Belshaw over 2 years ago in Account Status / Account Status 0 Idea Accepted - Gauging Support

Adding Company Registration on customers

Being able to add company directors and addresses or partnership names and addresses together with company registration number if limited company would be very useful.
Christine Sellick almost 2 years ago in Account 0 Idea Accepted - Gauging Support

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 almost 6 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 almost 6 years ago in Communications 0 In Development

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

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 about 6 years ago in Account 1 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 almost 6 years ago in Notifications 0 Idea Accepted - Gauging Support