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
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
Allow the message body in email settings to be amended with Fields from a Customer account
I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.
Guest
over 6 years ago
in Emailing
0
Idea Accepted - Gauging Support
Add outlook signature when emailing documents from Sage
Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.
Guest
almost 10 years ago
in Emailing
0
Idea Accepted - Gauging Support
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
When receiving orders from countries like South Korea & Greece the Delivery address does not handle the local language of the country. i.e. it replaced foreign characters with question marks.
simon IT tech
over 1 year ago
in Account / Account
1
Idea Accepted - Gauging Support
Make report designer email attachments easier to view & update
In report designer you have a section for email settings. The first tab covers the to, from, subject & email body text whilst the second tab allows you to add files that are attached to report designer output that is emailed. Often during upgr...
Ian Makinson
about 2 years ago
in Emailing
0
Idea Accepted - Gauging Support
Add Purchaser VAT, Country of Origin and non-VAT registered flag details onto the Draft Intrastat Declaration
Draft Intrastat Declaration report doesn't currently show the Purchaser VAT, Country of Origin and non-VAT registered flag details. These details are included on the Intrastat dispatch csv file in Sage 200 Professional 2022 R2 onwards and may caus...
David Stubbings
over 3 years ago
in Account / Intrastat
0
Idea Accepted - Gauging Support
