Sage Connect - Internal list of transactions should allow all transactions to be shown on a single list with filters for the type
the transactions will show invoices on one section and payments in another, customers may wish to view their entire history on one page. Allow the transaction type to be a filter like outstanding etc
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Change of wording on messages connected with specific transactions
When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Would like the ability to limit functionality at a user level, specifically the export to excel
feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - ability to sync a company name change from Sage 200 into the app
Where a company has been set up with the incorrect name in the ERP data set, where it is changed allow the data that is synced with the change in to be consumed by Sage Connect.
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
Quicker method of amending allocations on sales orders
At present, if stock is allocated on order entry and the allocated quantities subsequently need to be amended on a multi-line order, it is a long-winded task to work through each line to amend the allocations. It would be much easier to see and am...
Alan Becker
almost 10 years ago
in Amend Allocations
0
Idea Accepted - Gauging Support
Foreign Currency Bank Feeds to have same Functionality as GBP Accounts
Our client is using the Bank Feeds functionality, but is frustrated that when using Foreign Currency accounts the 'Save and Create Rule' functionality is not available. Can Bank Feeds Functionality be replicated across all Account types please?
Guest
over 6 years ago
in Bank Feeds
0
Idea Accepted - Gauging Support
Have the ability to restrict products to a single customer account
the option to ensure certain products can only be sold on a specific account, for example : we set up a single account with multiple delivery addresses for products that are strictly controlled, so it would be very useful if we could set a restric...
Guest
over 3 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
It would be really helpful if we would: With an account that has multiple delivery address could these be filtered alphabetically without having to do this manually each time.The “New Proforma Button” be on the customer list as well as the sales o...
Guest
over 3 years ago
in List
0
Idea Accepted - Gauging Support
VAT Code for SOP to pick up from SOP Delivery Address when Delivery Address is a different country
Issue: VAT Code not pulling through to SOP if SOP Delivery Address is in a different country and uses a different VAT Code to the Stock Item or Default Trading VAT Code. Example: Our Client is using Sage 200 with their Country Code set to GB. They...
