Ideas

Showing 434

Retain order of matching for Draft Bank Reconciliation

When matching transactions in a Bank Reconciliation and then saving to Draft, the order that the transactions are matched is not saved, so when recall of the Draft Reconciliation takes place, the matched order has potentially changed, unless match...

Guest almost 6 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

18 VOTE

When doing a SOP Return it would be great for the system to generate a document that can be sent to the customer in the same way it does when you enter an order.

No description provided

Sarah Lancaster almost 8 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

16 VOTE

Sales Order Processing - Option to check for duplicate order numbers

Option to notify if a duplicate customer order number has been entered and to display which order it has been used on. This will avoid duplicate orders being entered.

Guest about 7 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

23 VOTE

Bank Statement Reconciliation Report - one report showing Unreconciled and Reconciled Transactions

One report showing the Bank Reconciliation rather than 2 reports Reconciled and Unreconciled. eg Bank Statement Balance b/f XXXX Reconciled Transactions XXXX Bank Statement c/f XXXX Unreconciled TransactionsXXXX Cash Book Balance XXXX Also do not ...

Saeed Malik over 10 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

4 VOTE

Expand Cashbook trans. type or use a dropdown function (Y/N) for 1st Reference field and if Y, creating a fix reference in the dropdown

When receiving customer payments or paying suppliers, the methods in how this take place is limited and should be record as such. The following types can take place, CASH, DD (direct debit), SO (stop Order), C/Card (Credit card), BACS, Transfer, C...

Marek Tonderys almost 2 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

7 VOTE

Sage 200 customer addresses

Please sort Sage 200 customer addresses in alphabetic order, currently they appear just in the order that they were added which makes it difficult if you have many delivery addresses.

Guest over 3 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

14 VOTE

Bank Reconciliation - Cash Book Balance to be shown up to the date you are reconciling - screens & reports

Users find it very confusing as the cash book shown on screen and on reports is the current cash book balance and not the cash book balance up to the date that you are reconciling

Saeed Malik almost 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

6 VOTE

Setting for document created by field on orders to be non-amendable

The document created by field can be amended by anyone, this creates an issue when managers check an order. Would be great to have the ability to make this field non amendable, either from System Admin features or a setting in the SOP settings.

Claire Trim almost 3 years ago in New/Amend Order 2 Idea Accepted - Gauging Support

1 VOTE

show who is the user of the sop on the main invoice screen

i would like to see who raised an invoice in the invoice screen, rather than having to check in the sales order screen each time

Naraine Seth 6 months ago in List 0 Idea Accepted - Gauging Support

21 VOTE

SOP Reprint Invoices - Add Button to Amend Customer Order Number

eg The customer order number is not known or is missed when the order is created. Once the invoice has been posted you cannot change the Customer Order Number, Some organisations will not pay invoices until a purchase order number is shown on an I...

Saeed Malik over 10 years ago in Reprint Invoice 0 Idea Accepted - Gauging Support

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