Sage 200 UKI Ideas Portal

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    suggested payments - amend screen

    I have a customer who is missing the 2nd reference field on the amend suggested payments in PL , please can this be added back as a feature as is very helpful
    Guest over 7 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Amend Suggest Payments - ability to tick each row to select invoices for payment

    at the moment you have to enter into each row mark invoices for payment
    Saeed Malik almost 9 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Multiple Suggested Payments that can be exported and reimported when ready to Generate Payments

    Purchase Ledger/ Period End Routines/ Payment Processing User 1: Generate/ or Amend Suggested Payments until the Reported Suggested Payments agrees to what/who you want to pay. Then export the Suggested Payments to a (.csv) or other output. User 2...
    Ray Goodey almost 6 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Suggested Payments - Change Terminology of Generated Suggested Payments and Generate Payments

    The menu names are too similar in name and Customers easily get confused
    Saeed Malik almost 11 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Sage Connect - Automation is on by default on certain templates - this should be a customer selection

    Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - Templates > automation rules > wording change

    Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - Templates criteria search box needs to be made wider, rather than wrapping the names

    Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - add the account reference to the account look up/ filter screens

    Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers

    Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - Transaction list > payments, the payment number is confusing should be able to choose what is displayed or the reference used by the product

    as above
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support