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Sage Connect

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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 about 7 hours ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - export transactions list comes out as CSV, why not XLS - the button says export to excel

choice of file type that's downloaded
Jo Kirkup about 13 hours ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Would like the ability to limit functionality at a user level, specifically the export to excel

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...
Jo Kirkup about 14 hours ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Change to the wording in the app

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 about 14 hours 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 1 day ago in Sage Connect 0 Idea Accepted - Gauging Support