When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
David Selvage
about 3 years ago
in Account / Account
0
Idea Accepted - Gauging Support
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
There is no facility to add attachments to Bank Postings - this would be useful as we would then be able to be able to have a complete audit trail of what makes up the posting and would make audit easier
Guest
about 4 years ago
in Payment/Receipt
0
Idea Accepted - Gauging Support
Option to protect Creditors & Debtors control accounts from direct bank postings
Nominal codes for Creditors & Debtors control accounts are available in bank payments and receipts. Supplier and Customer payments and receipts should be sufficient.
David Low
over 1 year ago
in Payment/Receipt
3
Idea Accepted - Gauging Support
Bank Receipt - F6 function to copy line from above
On Sage 50, we used to be able to use the F6 function to copy the description from the previous line when processing a bank receipt. This was a time-saving feature which would be useful in Sage 200.
Guest
about 2 years ago
in Payment/Receipt
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
Expand Cashbook trans. type or use a dropdown function (Y/N) for 1st Reference field and if Y, creating a fix reference in the dropdown
When receiving customer payments or paying suppliers, the methods in how this take place is limited and should be record as such. The following types can take place, CASH, DD (direct debit), SO (stop Order), C/Card (Credit card), BACS, Transfer, C...
Marek Tonderys
almost 2 years ago
in Payment/Receipt
0
Idea Accepted - Gauging Support
