Change the numbering system for Quotes and SOs so they match
Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
Ella Browell
6 months ago
in Convert Quote
0
Idea Accepted - Gauging Support
include the option to correct transactions for nominal taxable/non taxable transactions. the help only says cannot amend reversing or recurring entries but we have discovered it doesn't let you correct cash book ones (needed to correct the bank ac...
joanne scott
over 7 years ago
in Corrections
0
Idea Accepted - Gauging Support
Starting from the nominal ledger; Create an option to reverse transaction that resides in an Open or Future accounting period. If the transaction originates in a known module then also reverse the transaction in the source module. Selection would ...
The ability to change a transaction posted to the bank would be great. for example if you have picked the wrong bank you have posted to you can just go in and change the bank without putting all opposite entries and then re-entering into the corre...
Guest
over 7 years ago
in Corrections
0
Idea Accepted - Gauging Support
when correcting taxable cashbook transactions allow the option to post the correction in the output/input goods boxes on vat return
I thought this had already been logged but I cannot find it currently when you post a non taxable receipt and need to correct it (or vice versa) the payment will show in purchase goods column rather than remove it out the sales, this isn't really ...
joanne scott
over 6 years ago
in Corrections
3
Idea Accepted - Gauging Support
Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer
Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...
Guest
over 6 years ago
in Convert Quote
1
Idea Accepted - Gauging Support
It would be a really good idea to have a button at the bottom of the amend quote form which would allow direct conversion of the quote to an order, instead of having to go through the menu and then find the quotation again. Invariably customers al...
Guest
over 10 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
Retain stored warehouse in Sales Quotation when converting to a Sales Order
Currently as per Sage documentation, it states 'You cannot convert a quotation in the following circumstance': 'The stock item is no longer stored at the warehouse specified for the item in the quotation'. Every time you go to convert a quote, it ...
Guest
almost 9 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
Convert Quote from Prospect to Customer to pick up nominal structure for stock items.
We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However...
Christie O'Connor
over 7 years ago
in Convert Quote
0
Idea Accepted - Gauging Support
