Ideas

Showing 54

Add Statement Reference to Cash Book Bank Reconciliation Report & Change Format

I don't know how many different Banks this now applies to but certainly Barclays have removed the cumulative sequential Page Numbers from Statements. This means that the user has to create their own Statement Reference, very often a date or some d...

Graham Michel over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

5 VOTE

Setting to change Default Journal VAT Type

1. To have a system setting that allows you to specify a default journal VAT Type/VAT Code rather than having to change it on every new manual journal that&s entered.2. To be able to change the default VAT Code from &0 -Exempt& when th...

Guest over 9 years ago in Journal Entry 0 Idea Accepted - Gauging Support

1 VOTE

More e-banking compatibility for Handelsbanken needed

Client unable to use bank feeds feature as nothing is available for Handelsbanken banking currently. We believe they have shared compatibility with HSBC in terms of formatting, but there is no bank feeds compatibility for HSBC either.

Anna Jakovleva almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

4 VOTE

Bank Reconciliation Report

There needs to be a consolidate bank reconciliation report which comes off the system when the bank rec is complete like in sage 50 showing The reconciled bank figure The un-reconciled items The adjusted bank balance We are all doing this manually...

Guest over 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

1 VOTE

Bank reconciliation recording

When completing bank rec, it is frustrating that it does not keep it in the order it is put on. There is no facility to move a item up or down (as in Sage 50).

Christine Sellick almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Duplicate (Closed)

5 VOTE

A nominal journal report to be auto generated and spooled immediately after a journal is posted. This should include the Journal Reference\Number

Guest almost 10 years ago in Journal Entry 0 Idea Accepted - Gauging Support

4 VOTE

For an option to have Nominal Journal lines alternate colours when entering

To make things clear, a customer of ours has asked if there was a way of making every other line on entering a journal or processing a journal template another colour. This way it is easier to see which line you are on currently, as the light gree...

Guest about 8 years ago in Journal Entry 0 Idea Accepted - Gauging Support

1 VOTE

Bank feeds to allow showing of transactions more than 4 days old.

Cheques are never cashed within 4 days of the sage transaction date so the rule that you can only reconcile when the bank date and sage transaction date are within 4 days will not work. We issue over 400 cheques a month. We are not able to to bacs...

Ellen Duncan about 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

4 VOTE

Being able to view and sort by more columns in the Bank Reconciliation window

In Sage 50 you could see more fields in the bank rec such as transaction number and also had the ability to sort by these.

Guest about 9 years ago in Bank Feeds (Bank Reconciliation) 1 Idea Accepted - Gauging Support

4 VOTE

Ability to flag a Bank Account to be excluded for bank reconciliation

The ability to flag a bank account to be excluded from bank reconciliation so Cash Book Account transactions can be deleted without having to be reconciled

Guest over 9 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

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