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In SOP under Quotations - add a Quotations list

It will be beneficial to list just the quotations separately from the standard sales order list. Reducing the need to filter and build complex filters if need just quotes and other fields.
Karen Ona Gibbons 7 months ago in List 0 Idea Accepted - Gauging Support

Sage Connect - Consistency over the columns/ data available in the invoice/ payments sections

differences in the fields available within the invoice vs payment screens, below is what's currently available invoice columns Invoice number, customer name, messaging, related, type, payment status, issued date, due date, before tax, tax amount, ...
Jo Kirkup about 1 month ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Internal list of transactions should allow all transactions to be shown on a single list with filters for the type

the transactions will show invoices on one section and payments in another, customers may wish to view their entire history on one page. Allow the transaction type to be a filter like outstanding etc
Jo Kirkup about 1 month ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Change of wording on messages connected with specific transactions

When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...
Jo Kirkup about 1 month ago in Sage Connect 0 Idea Accepted - Gauging Support

Add delivery instructions to SOP Delivery addresses.

Everyone wants to share good information so deliveries are completed and not have returned as the customer is out or for us to lave it with a neighbour or secure location. We are just converting from Sage 50 and this is standard feature.
Carl Chapman 7 months ago in Delivery Address 0 Idea Accepted - Gauging Support

When entering a receipt payment in sales ledger have ability to enter comment on over-payments

When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
Oldschool Oldschool 10 months ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

Customer Details

It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage
Sally Bruce about 1 year ago in Customer/Supplier 6 Idea Accepted - Gauging Support

Sage Connect - ability to sync a company name change from Sage 200 into the app

Where a company has been set up with the incorrect name in the ERP data set, where it is changed allow the data that is synced with the change in to be consumed by Sage Connect.
Jo Kirkup about 1 month ago in Sage Connect 0 Idea Accepted - Gauging Support

10 top selling items in the last 12 months has incorrect unit (eg showing £ but is a Qty, not £)

I've noticed that when you hover over a section of the pie chart when looking at the "10 Top Selling Items In The Last 12 Months" within the "Summaries" section, that it incorrectly shows these as amounts or values (in my example £7,524) but this ...
John Wilkins 3 months ago in Workspaces 3 Not an idea

Amend stock item number

The ability to renumber a stock item so that if one was mistyped, it could be amended.
Chris Monk 9 months ago in New/Amend Stock Record 0 Idea Accepted - Gauging Support