Ideas

Showing 54

Change pricing structure for all items in an order with 1 click

For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...

Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

2 VOTE

Add bank Revolut to the bank plug ins (Reconciliation)

they have a revolut bank feed but not the plug in for the bank

Rachael Holly over 1 year ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 8 Already Exists

10 VOTE

Group Transactions for Bank Reconciliation

Sage 50 has the ability to group payments and receipts for the purpose of bank reconciliation but in Sage 200 this does not seem possible. It would be nice for this functionality to come across in to the more advanced products as grouped payments ...

Phil Edmondson about 8 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

8 VOTE

Bank Reconciliation - Track changes

If the opening balance differs from last months closing balance you are alerted there is a difference and shown what that difference is made up of.

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

7 VOTE

Enable Credit Limits for Quotes on SOP

Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote...

Phil Edmondson almost 6 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

10 VOTE

Bank reconciliation of transactions with dates later than the statement date

Why is itif you make an error an post something with the wrong date to the bank, for example it is meant to be 14/07/2017 and you process it through as 14/08/2017 so you add a reverse transaction, you then cannot match this off on the bank rec unt...

Guest over 8 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

1 VOTE

Search/ Filter capabilities when using Cross Sell

When selecting cross sell items on an order, would like the ability to have a search and/or filter capability to make it easier to find the product required

Jo Kirkup 11 months ago in New/Amend Order / New/Amend Quote 0 Idea Accepted - Gauging Support

4 VOTE

Cash Book Unreconcile Transactions - Last Statement Date

The Last Statement Date is set today - this is very mis-leading, This should be the date that you unreconciled up to.

Saeed Malik about 4 years ago in Bank Feeds (Bank Reconciliation) 1 Not an idea

2 VOTE

Allow the input of unit cost details into Quotations

Users can be set up to allow the entry or change of unit cost (not selling) prices in Sales Orders. However the same facility does not exist in quotations - and I suspect that even if it did then the cost price would not be copied into the sales o...

Guest over 2 years ago in New/Amend Quote 2 Idea Accepted - Gauging Support

5 VOTE

DIscounts on Pro formas and quotations

There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...

Guest almost 7 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

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