Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation
When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...
Guest
over 6 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Choose Layouts within Sage 2015 to change for all companies not just the one you are in
I have just been informed by Sage 200 support that with 2015 we can basically never change the name that is defaulted within Choose Layouts. So for example it defaults to SOP Invoice (Single) if we wanted to use SOP invoice (Continuous) we would n...
Guest
about 10 years ago
in Print Invoice
0
Idea Accepted - Gauging Support
Currently, Sage works on consolidated billing for delivery addresses if different or you can bypass this and print all orders onto one invoice. However there are requests to have the ability to consolidate sales orders with the same order numbers ...
Guest
about 9 years ago
in Print Invoice
0
Idea Accepted - Gauging Support
It would be most helpful to have a column for the URN Its almost impossible to allocate the right transaction when they both have the same transaction date, reference and amount ! This is quite critical when foreign currency involved eg transactio...
Saeed Malik
almost 5 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
to be able to set a invoice/credit layout per sales invoice/order instead of by client
To be able to select the invoice layout per sales order / return as some services may be paid by DD/ S.O and others paid by Bacs on for the same client.
Guest
about 10 years ago
in Print Invoice
0
Idea Accepted - Gauging Support
A customer has requested a method of selecting multiple transactions during an allocation session - perhaps using tick box or Ctrl button. They often do large allocation sessions and are unable to utilize the auto allocation function as it is. thi...
Guest
about 7 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Updating invoices to the sales ledger for customer accounts on hold
Apparently since upgrading to 2016 we can no longer update invoices that have just been generated to the sales ledger for customers on stop - it gives an error report. We have to remove the 'on hold' for those customers, updated the invoices, then...
Guest
over 8 years ago
in Print Invoice
1
Not an idea
Being able to print a sales invoice when not using the stock
When not maintaining stock within the system, there should the function to raise an invoice, print a sales invoice and then post the invoice. At the moment we need to Raise Order, Dispatch Order, print Invoice post invoice. There are to many steps...
Guest
over 9 years ago
in Print Invoice
0
Idea Accepted - Gauging Support
For sort preference in Allocations form to be remembered
On allocating invoices/credits to payments/receipts, the auto allocation option works by looking at the first items on the sort eg if you sort by reference and press auto allocate, it runs this on the first reference first. If you always want to s...
Guest
over 2 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
