Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers
Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Transaction list > payments, the payment number is confusing should be able to choose what is displayed or the reference used by the product
as above
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
Sage Connect - Differences in information available on transactions > customers > Customer invoices vs transaction > customers > Customer payments
When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information
Jo Kirkup
11 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
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
11 months 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
12 months ago
in Sage Connect
0
Idea Accepted - Gauging Support
When using vat 6 (purchase non related services) and using a vat rate of 20 % the vat summary totals for sales not updated
When using vat 6 (purchase non related services) and using a vat rate of 20 % the vat Return correctly updates into boxes 1 4 6 and 7. However if you look at the current period totals tab it is o
