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 8 years ago
in Workspaces
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 8 years ago
in Credit Control
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 10 years ago
in Payments Control
0
Idea Accepted - Gauging Support
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 10 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...
As a Multi Academy Trust we have many members of staff in senior positions working across each of our academies. As the academies are set up as separate databases our users are having to log in to each database to check for items to authorise, the...
Guest
about 8 years ago
in Switch Companies
0
Idea Accepted - Gauging Support
Add Quantity Status Pipeline Indicator to the Sales Document Status List workspace.
The Sales Document Status List workspace does not show orders on the Value Status Pipeline Indicator for orders with no price. Any order that is put on with a pound;0 total, the order will not update. However, if there is multiple items on the ord...
Drill down to transactions on My Budgets Workspace in Nominal Account Budgets pane
The My Budget Workspace is great but I have been asked the same question by a number of clients, can the action 'Transaction Enquiry' be added in the Nominal Account Budgets pane? I see in Summer 2019 there are some new budget excel reports but no...
Guest
over 6 years ago
in My Budgets Overview
1
Idea Accepted - Gauging Support
Allow order lines to be chosen in workspace for processing
When using workspace to book an order into the system or transact the invoice on the order, it would be nice to choose the items showing in the workspace and then action these. The relevant screen will then populate the items you have just ticked ...
Guest
about 7 years ago
in Grids
0
Idea Accepted - Gauging Support
