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Workspaces

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In the Summaries screens, it would be useful if the graphs could auto refresh to give a more up to date picture of our figures e.g. Sales Order Summary

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Guest about 6 years ago in Auto Refresh 0 Idea Accepted - Gauging Support

Workspaces - Print Documents/Layouts

Would be a great to be able to print documents from Workspaces, i.e. Invoices / Purchase Order Layouts At moment it appears to be only possible to print reports or the list on the screen
Paul Daly about 5 years ago in Print 0 Idea Accepted - Gauging Support

Summary Workspaces Drill Down

Hi, Not sure if this is a bug or by-design When using summary workspaces there does not appear to be an option to drill-down on the Purchases Summary Workspace in the same way you can drill-down on the Sales Summary workspace In Sales Summary work...
Paul Daly over 8 years ago in Drilldown Reports 0 Idea Accepted - Gauging Support

Take the line limitation off of Workspaces / Have a View All option

Please can there be a View All option instead of the list limitation on the workspaces. Currently, the list is limited to 25, 50, 100 etc and although my clients that use Workspaces love the ability to multi-column filter and filter in real time t...
Michelle White over 6 years ago in View All 0 Idea Accepted - Gauging Support

Suggested Payments workspace - to be able to remove transactions from Suggested Payments on here

We have a customer who is using the Suggested Payments workspace to view items to be paid via Generate Payments as its quicker to view. However there are no actions to remove individual transactions from the suggested payment run or to amend value...
Guest almost 7 years ago in Workspaces 0 Idea Accepted - Gauging Support

Trend Line must ignore periods not yet open

For both the Sales Summary and Purchase Summary graphical displays on the Turnover Bar Chart, the &trend& line should be calculated to ignore future (not yet open) financial periods. As it stands, the trend of all sales is always downwards...
Guest about 9 years ago in Sales Summary 0 Idea Accepted - Gauging Support

To be able to add a transaction memo from the Credit Control workspace

When a customer is using the Credit Control screen to contact their customers to would be good if they could add a new memo as well as see the existing memos
Guest about 7 years ago in Credit Control 0 Idea Accepted - Gauging Support

Amend amount received percentage in Workspaces to exclude Confirmation not required line items

In the Purchase Document Status workspace, the percentage received currently includes line items which are set to Confirmation not required. This gives a misleading impression for ho much has actually been received so or goods receipt team spend t...
Henry Turner over 2 years ago in Purchase Document Status 0 Idea Accepted - Gauging Support

Credit/Payment Control to show all outstanding transactions and not just ones overdue

The credit and payment control workspaces only customers or suppliers with transactions that are overdue. It would be better to show all transactions that are outstanding instead of just ones that are overdue. You could have an overdue column whic...
Guest almost 9 years ago in Payments Control 0 Idea Accepted - Gauging Support

Workspace - Credit Control Second Reference

I need the second reference to show up on sage to 200 as I require this reference for customer listings in order to get paid for invoices. It is not currently available as a viewing option so it can be exported to
Guest almost 9 years ago in Credit Control 0 Idea Accepted - Gauging Support