Partners in our EA program that when you go to send the invoice to the customer through the connect app the template you'd use is called Invoice Presentment. They aren't keen on this wording and would prefer an alternative.
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - App Home number of customers isn't actually total customers its those with a balance.
The way in which is presented in the portal activity box, your eye is drawn to Customers and then the number not the definition. It would be expected that you see the total number of customer on your summary screen anyway. When you go into my netw...
Jo Kirkup
about 1 year ago
in Sage Connect
0
Idea Accepted - Gauging Support
bank feeds reconciliation - charge off matching items
eg In Sage a transaction is £1,200.00 but the amount in the bankfeed is ££1,199.50,the user needs to charge off the difference ie automatically write off the difference as an adjustment in Sage
Guest
over 2 years ago
in Bank Feeds
0
Idea Accepted - Gauging Support
ETA Date on PO to allow planning and inform Sales when goods are expected
On the Header of a PO the ETA date can be entered and automatically copied to each line. It would be amendable on each line. It would also be available on reports. This will allow visibility in PO List View and on POs especially Back to Back order...
Guest
over 2 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Sales and Purchase Contracts, with SOs and POs to be raised from
It would be good if there was a Sales Contract module on SOP for certain products, for a set quantity and price, over a period of time, that would be linked to a customer account. So that when you enter an SO, and start adding products, it would d...
Stock Search Categories are in natural order on order processing screens.
When you create stock search categories and values in stock control they are displayed in alphabetical order. When you use them on the order processing screens they are presented in the order that they were entered into the database. It would be n...
Guest
over 2 years ago
in New/Amend Order
0
Idea Accepted - Gauging Support
Carriage on Purchase Orders not pulling through to the nominal?
This could be to do with our set up, but when we put carriage on a purchase order, it doesnt then pull through when posting the invoice? If this isnt just us, it would be very helpful for this to work, as we currently have to delete the carriage w...
Guest
over 2 years ago
in New/Amend Order
2
Further Information Required
View key customer and vendor details in Outlook. View the information you need to make decisions and answer queries without the need to leave Outlook e.g. outstanding balance, recent transactions, credit limit etc., all withi
Guest
over 2 years ago
in Microsoft Outlook
0
Idea Accepted - Gauging Support
I have a site that is a heavy user of settlement discount across its entire sales ledger. They would ideally like to implement GoCardless to collect the debt or the paynow paypal/stripe/sagepay options however this is not possible as Sage 200 curr...
Guest
over 2 years ago
in GoCardless
0
Idea Accepted - Gauging Support
