Ideas

Showing 67

Bank feed rules - bank transfer

On bank feeds, there is the option to create a bank transfer manually for a transaction. However when creating bank rules, there doesn't seem to be functionality to create a rule for a bank transfer. We have over 100 different cashbooks and the au...

Andy Donaldson about 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

1 VOTE

Add Alica Bank

The use of Alica bank is ever increasing and more companies are moving over to this new bank. It would be useful for Sage to incorporate this bank within the ebanking module so customers like us can use this instead of having to make this via the ...

Becky Ford 5 months ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

5 VOTE

Blanket Orders

The system would benefit from the ability to have ‘blanket orders’. This is common in Education for Agency Staff where an agency staff member would have an order for a large amount put on – say £5,000. And then weekly invoices would be matched off...

Guest over 2 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

19 VOTE

Use suppliers default VAT for purchase orders.

When processing purchase orders, the VAT code should default to the suppliers default VAT code and not that of the stock item as its the suppliers that set the VAT you arecharged depending on their registration. Currently for VAT exempt suppliers ...

Guest over 9 years ago in New/Amend Order 9 Idea Accepted - Gauging Support

18 VOTE

Attachments to Sales and purchase orders

Ability to add attachments to Sales orders and purchase orders, which can be referenced in enquiry and amend programs

Guest over 9 years ago in New/Amend Order / New/Amend Order 1 Idea Accepted - Gauging Support

8 VOTE

Save Bank Rules

When issues occur on Bank Feeds and the only option to resolve the issue is disconnect and reconnect, it causes the problem where bank rules are effectively deleted. Where a customer has numerous bank rules, this is certainly a big problem and ver...

John Turner over 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

15 VOTE

In Sales/Purchase Orders Document Created By is actually Document Last Saved By. Could we have a column for each?

It would be useful to know who initially created a sales/purchase order, rather than just who saved it or amended it.

Guest about 9 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

11 VOTE

Bank Feeds - for an easier way to recall saved Drafts

When you use Bank Feeds, you can save your reconciliation using Confirm Matches, which is like the Save Draft functionality in Bank Reconciliation. When you reopen the Bank Feeds, it highlights the matched lines in yellow, however if you need to s...

Gary Butler about 7 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

7 VOTE

Deletion or amendment of submitted but unauthorised order

It would really be useful if a submitted but unauthorised order can be removed by the originator. I know I can let the authoriser know not to go ahead, but that needs everyone to remember. I can't add notes or anything once it&s been submitted...

Guest over 4 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

2 VOTE

Add bank Revolut to the bank plug ins (Reconciliation)

they have a revolut bank feed but not the plug in for the bank

Rachael Holly over 1 year ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 8 Already Exists

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