Ideas

Showing 63

Amend Account - Return to Company tab after Save

Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...

Andrew Dunn 2 months ago in Account / Account 0 Idea Accepted - Gauging Support

4 VOTE

Inconsistency with international dialling code on Sage screens

When you're amending a customer contact there is no + by the telephone number fields. So this sometimes causes our Sales guys to try and be helpful by adding the plus for the international dialling code. But it'd be helpful if these two screens we...

John Wilkins 10 months ago in Account 0 Idea Accepted - Gauging Support

8 VOTE

Being able to attach purchase invoices after they were posted

I tried to attach purchase ledger invoices after they were posted onto Sage. Unfortunately you can only attach documents while you enter them , and only on Invoice not Rapid ( which is much faster if you have batch of invoices). I tend to import m...

Pilarz Ela over 1 year ago in Invoice/Credit 4 Idea Accepted - Gauging Support

4 VOTE

Module Links

I think it would be great as part of housekeeping to have a tab on SL, PL, SOP and POP showing linked modules. I think this would help when trying to purge and delete SL and PL accounts. You get the message "the account cannot be deleted as it is ...

Kate Clement over 1 year ago in Account 1 Idea Accepted - Gauging Support

11 VOTE

Sales Ledger / Purchase Ledger Contacts

My colleagues and I all agree that it would be much more helpful to have the following contact information on both ledgers: Job Title, First Name, Last Name Rather than: Salutation, First Name, Middle Name, Last Name

sarah wall over 3 years ago in Account / Account 0 Idea Accepted - Gauging Support

17 VOTE

Allow multiple email addresses against a single role for emailing layouts

allow an email address to be entered on an account in a format of multiple addresses separated by semi colon. For example the sales ledger contact for the send statement role to be entered as sales@company.com ; accounts@company.com so that when t...

Guest over 7 years ago in Account 0 Idea Accepted - Gauging Support

4 VOTE

Post code search

Post code field on new sales ledger or purchase ledger account field, has a search facility, to save time on data input.

SANDY BROWN over 1 year ago in Account / Account 0 Idea Accepted - Gauging Support

1 VOTE

Attach document to multiple transactions at once

I am aiming to try and attach one document to multiple transactions without having to select and add to each transaction individually

Molly Armsworth 5 months ago in Invoice/Credit / Invoice/Credit / Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

2 VOTE

Restricted access to specific supplier invoices

If there is a confidential supplier, we would like to restrict visibility for invoices raised on that account

Shabana Shabana 11 months ago in Invoice/Credit 0 Idea Accepted - Gauging Support

6 VOTE

Adding Company Registration on customers

Being able to add company directors and addresses or partnership names and addresses together with company registration number if limited company would be very useful.

Christine Sellick almost 3 years ago in Account 0 Idea Accepted - Gauging Support

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