It is taking us about a day to prepare a payment run, this is because it takes so long to collate all of the purchase invoices for the authorisor to the check the payment run against. The ideal scenario would be that when you generate the payment ...
Guest
over 7 years ago
in Generate Payments
0
Idea Accepted - Gauging Support
Generate payments remittance date to be todays date not the date software was installed.
Currently in Purchase Ledger Period End Routines Payment Processing Generate Payments. The remittance date seems to be the date the software was originally installed. It most certainly isnt todays date which would be much more
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
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
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
12 months 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
12 months 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
12 months 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
12 months 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
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Differences in information available on transactions > customers > Customer invoices vs transaction > customers > Customer payments
When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information
Jo Kirkup
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
