Ideas

Showing 132

A ' confirm you want to reconcile' button on the bank recs

A second step to aviod accidently hitting reconcile when adding items to the bank

Sarah Williams 5 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Sage 200 Bank Feeds - increase polling speed

Hi, From speaking to Sage support I gather Bank Feeds has a delay in the polling of information from banking institutions. I've seen information stating that transactions up to midday, can become available to download from midnight that evening ...

Stuart Mcalister almost 2 years ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 2 Idea Accepted - Gauging Support

5 VOTE

Save and print button on create quotation screen

When creating quotation's in sage it would be ideal to have a save and print button.

Craig Ingram 11 months ago in New/Amend Quote 5 Already Exists

8 VOTE

Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place

We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...

Roy Hughes over 1 year ago in New/Amend Order / New/Amend Quote 5 Idea Accepted - Gauging Support

4 VOTE

Able to search bank standing orders

We have a long list of automatic bank standing orders and direct debits. It would be useful to be able to put these in order by choice as we can on other screens.

Christine Sellick 11 months ago in Direct Debits and Standing Orders 0 Idea Accepted - Gauging Support

9 VOTE

Allow for a sort of bank feed rules

Currently unable to sort bank feed rules, which makes it time consuming to find a rule when trying to amend. It would also be useful to be able to see the last time a rule was used.

Ryan Westhoff about 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

8 VOTE

Option to protect Creditors & Debtors control accounts from direct bank postings

Nominal codes for Creditors & Debtors control accounts are available in bank payments and receipts. Supplier and Customer payments and receipts should be sufficient.

David Low almost 2 years ago in Payment/Receipt 3 Idea Accepted - Gauging Support

3 VOTE

Unable to see stock levels when creating a quotation

When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...

Robert Lewis 9 months ago in New/Amend Quote 0 Idea Accepted - Gauging Support

9 VOTE

Allow Quotation revision functionality

Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.

Rebecca Knight about 2 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

29 VOTE

enhance amend/correct nominal postings

include the option to correct transactions for nominal taxable/non taxable transactions. the help only says cannot amend reversing or recurring entries but we have discovered it doesn't let you correct cash book ones (needed to correct the bank ac...

joanne scott over 7 years ago in Corrections 0 Idea Accepted - Gauging Support

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