Ideas

Showing 226

Statements to multiple addresses

More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.

Christine Sellick 10 months ago in Statements 2 Idea Accepted - Gauging Support

12 VOTE

Import Memo Notes from a spreadsheet to Various Customers or Suppliers Accounts

Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...

Tina Baldwin over 1 year ago in Account / Account 4 Idea Accepted - Gauging Support

7 VOTE

Add ageing columns on customer list screen

By adding ageing columns you can then run filters to bring up customers with certain ageing criteria for reporting and statements

Martyn Richardson 12 months ago in List 0 Idea Accepted - Gauging Support

17 VOTE

Bank detail change approval

Could an approvals style routine be build in to allow a senior user to approve any bank detail changes please? The audit log is good but it doesn't prevent changes and so issues could arise before anyone is aware.

Guest over 2 years ago in Account 0 Idea Accepted - Gauging Support

2 VOTE

Receipts/payments - Show open transactions before clicking Save & Allocate

When entering a customer receipt or supplier payment, would it be possible show the customers/suppliers open transactions BEFORE you click on 'Save and Allocate'. This would enable you to check you have selected the correct account, and enable you...

Elaine Newton 4 months ago in Payment / Payment/Receipt 0 Idea Accepted - Gauging Support

3 VOTE

Generate separate emailed statements for the same email account

When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them

Tim Critchley 6 months ago in Statements 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 8 months ago in Account 0 Idea Accepted - Gauging Support

9 VOTE

Unallocated amount in transaction enquiry

In Supplier Transaction Query and Customer Transaction Query, instead of having "Allocated" amount we should have an option to add the Unallocated amount instead.

Leanne Mann over 1 year ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

9 VOTE

Edit Customers & Suppliers In Grid Format

If you have an update that effects multiple customer or supplier accounts, it would be nice to be able to edit them en masse in grid format, where you could copy and paste the change into a specific field before arrowing down to the next record, a...

Tracy Thomson over 1 year ago in Batch Change / Batch Change 2 Idea Accepted - Gauging Support

6 VOTE

Be able to re-size the "Transactions" section within the "Customer Transaction Enquiry" screen

It'd be useful if you could adjust the height of the "Transactions" section when in the "Customer Transaction Enquiry" screen. Sometimes there might be one transaction with lots of lines in the nominal sub-section, or several invoices in the alloc...

John Wilkins over 1 year ago in Transaction Enquiry / Transaction Enquiry 2 Idea Accepted - Gauging Support

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