To be able to enter a receipt/payment for more than one transaction at a time from the allocation screen:
Applicable to the Sales Ledger and Purchase Ledger. Currently you are only able to enter on a one by one transaction basis even if you have selected more than one transaction before clicking the receipt/payment button. This would save the users so...
Guest
about 10 years ago
in Allocate
0
Idea Accepted - Gauging Support
Short Key For Allocating Mass Payment (PRESS ENTER FOR SHORT KEY)
Maybe this post will help someone else avoid repetitive strain injury on there index finger!!!! When allocating payments and receipts to invoices. No Short key is provided however if you press ENTER it will allocate the full payment. F3 was the sh...
Russell Russell
over 6 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation
When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...
Guest
over 6 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
It would be most helpful to have a column for the URN Its almost impossible to allocate the right transaction when they both have the same transaction date, reference and amount ! This is quite critical when foreign currency involved eg transactio...
Saeed Malik
almost 5 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Where you can only attach an outlook file to a purchase ledger or sales ledger record it would be very helpful to be able to open these from Sage also. Like you can do with other windows documents like excel or even pdfs.
Guest
almost 7 years ago
in Microsoft Outlook
0
Idea Accepted - Gauging Support
A customer has requested a method of selecting multiple transactions during an allocation session - perhaps using tick box or Ctrl button. They often do large allocation sessions and are unable to utilize the auto allocation function as it is. thi...
Guest
about 7 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
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
For sort preference in Allocations form to be remembered
On allocating invoices/credits to payments/receipts, the auto allocation option works by looking at the first items on the sort eg if you sort by reference and press auto allocate, it runs this on the first reference first. If you always want to s...
Guest
over 2 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
