Sage 200 UKI Ideas Portal

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    Add a note or memo from the invoicing list screen and a flag to say there are notes present

    It would be useful to add / view the notes memo notes added in to the Sales Transaction enquiry screen from the invoicing list, this would speed up entering any queries
    Victoria Hanley about 2 years ago in List 0 Idea Accepted - Gauging Support

    EBanking for Customer Payments

    When processing Payments (Refunds) to customers, it would be great if you could then create an ebanking file to pull into the bank
    Lisa Castle over 1 year ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Show the Sales Order number in the columns on the Invoicing List screen

    I often get given only the Sales Order number and on the other side reports are run giving me the sales invoice number and I would like to be able to quickly match the two numbers.
    Beverley Wintle almost 2 years ago in List 2 Will not implement

    Default to not saving payment card details

    Currently when processing a card payment with order the default is to save the card details for future transactions, the default should be not to save the details unless permitted by the card holder. Trade customers generally say store the details...
    Robert Lewis 8 months ago in Opayo / Payment/Receipt 0 Idea Accepted - Gauging Support

    Be able to edit/amend a printed invoice raised from Invoicing Module

    At the moment once you print invoices from the invoicing module the then become locked down so no editing is possible. Would be great if this wasn't the case as clients raise and print invoices and realise a spelling/pricing mistake, get told to c...
    Phil Edmondson almost 7 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Invoicing Module List - Analysis Codes

    Would be great to have the Analysis Codes Fields available as columns on the Invoicing List Similar to how they are available in the Sales Order List I've managed to create a new Workspace of the invoice list to show these columns, but this is not...
    Paul Daly almost 7 years ago in List 0 Idea Accepted - Gauging Support

    Posting Invoice from Invoicing populates reference and second reference as the Invoice Number

    Can the below be changed please? When you raise an order from SOP, process it all the way through, you have a Sales Ledger posting that has the reference and 2nd ref as the invoice number and order number. When you do the same on Invoicing, it was...
    Guest over 8 years ago in Post 2 Idea Accepted - Gauging Support

    Change pricing structure for all items in an order with 1 click

    For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
    Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

    Add functionality to be able to use Batch/Serial numbered items on Invoicing

    Currently you cannot use batch/serial items on the invoicing module, they simply don't show due to the number being set to select the number on allocation or despatch. Having functionality to do this on an invoice (Select item, select batch number...
    Gary Butler about 6 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    To have a field on invoice to populate 2nd ref

    I have had a few clients who wish to raise an invoice from the invoice list and record information at this point which will then post through to the 2nd reference field in the customer transaction enquiry screen. This could be using the Customer O...
    David Shearer over 3 years ago in Post 0 Idea Accepted - Gauging Support