Ideas

Showing 116

SOP - Alert for Quotation on order entry

When entering an order in SOP, could the system notify the person that there is a live quotation for that customer with that item on it and the reference for that quotation? With a link to the quote so the employee can view it.

Robert Brailsford almost 10 years ago in Notification 0 Idea Accepted - Gauging Support

4 VOTE

Standing Orders / Direct Debits - option to suspend payment

Guest about 7 years ago in Direct Debits and Standing Orders 0 Idea Accepted - Gauging Support

3 VOTE

Add Statement Reference to Cash Book Bank Reconciliation Report & Change Format

I don't know how many different Banks this now applies to but certainly Barclays have removed the cumulative sequential Page Numbers from Statements. This means that the user has to create their own Statement Reference, very often a date or some d...

Graham Michel over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

4 VOTE

Bank Reconciliation Report

There needs to be a consolidate bank reconciliation report which comes off the system when the bank rec is complete like in sage 50 showing The reconciled bank figure The un-reconciled items The adjusted bank balance We are all doing this manually...

Guest over 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

1 VOTE

More e-banking compatibility for Handelsbanken needed

Client unable to use bank feeds feature as nothing is available for Handelsbanken banking currently. We believe they have shared compatibility with HSBC in terms of formatting, but there is no bank feeds compatibility for HSBC either.

Anna Jakovleva almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

2 VOTE

Provide a list of all unallocated cash/cheques transactions

We enter debit/credit card transactions on a daily basis. We allocate the amount against the residents account .Difficulty we have is we're unable to run a list of all unallocated cash transactions. At month end we're unable to allocate cash for 1...

Guest almost 4 years ago in Payment/Receipt 1 Not an idea

1 VOTE

Bank reconciliation recording

When completing bank rec, it is frustrating that it does not keep it in the order it is put on. There is no facility to move a item up or down (as in Sage 50).

Christine Sellick almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Duplicate (Closed)

5 VOTE

Ability to enter bank charges on non-currency receipts and payments

My client has requested the ability to enter bank charges on receipts and payments on both home currency and foreign currency transactions. Currently this is only available on currency transactions.

Michelle White about 10 years ago in Payment/Receipt 0 Will not implement

4 VOTE

Messaging Events for SOP status changes

I work for a company which supplies warehouse management systems and when we have imported a sales order, we need a hook point to see when the status has been changed to on hold and when it is taken off hold. We are using the messaging framework t...

Guest about 8 years ago in Notification 0 Idea Accepted - Gauging Support

1 VOTE

Don't add leading zeros to cheque numbers when making payment

The four extra leading zero's make auto reconciling impossible in bank feeds

Ellen Duncan about 2 years ago in Cheques 0 Idea Accepted - Gauging Support

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