All ideas

Stop Sales Order transaction when Account is on Hold

When an account is on Hold, you can currently still process a Sales Order within the system. It would be better if you could place a customer on hold and allow it to transact a Sales Order dependant on what 'Hold' status is given. Status ActionOn ...

Guest about 8 years ago in New/Amend Order 3 Idea Accepted - Gauging Support

8 VOTE

Mobile Numbers in Customers list

Being able to view mobile numbers on the customers list.

Karen Marsh about 1 year ago in List 2 Idea Accepted - Gauging Support

16 VOTE

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 about 2 years ago in Delivery Address 0 Idea Accepted - Gauging Support

16 VOTE

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 about 2 years ago in List 0 Idea Accepted - Gauging Support

6 VOTE

Bring Sage SOP Document No in to Opayo Transaction detail

When using the Pay Now button on proformas, there is no way to track the Opayo payment from within Opayo transactions back to the original document in Sage. Bringing through the Unique SOP Document Number from the Pro Forma would assist with this.

Christian Marron 10 months ago in Opayo 0 Idea Accepted - Gauging Support

8 VOTE

Narrative/More info when information filters through from Billing to the customer ledger

As well as invoice number, date and value, a brief detail of the invoice would be helpful in the customer ledger 'Transaction Enquiry' then 'export to excel' would be a lot easier.

Melanie Burgess about 1 year ago in Project Accounting / Transaction Enquiry 0 Idea Accepted - Gauging Support

9 VOTE

Part Allocated when using supplier via stock

When using Supplier via Stock the Sales Order does not mark up as PART allocated if only part of the goods coming from supplier have been delivered. This needs to be added on so that a client can see if it is ready to be despatched as FULL. Curren...

David Shearer over 1 year ago in Allocate 1 Idea Accepted - Gauging Support

12 VOTE

Payment Reference Field Length needs increasing

Within SOP then the current Payment reference field is limited to 20characters - we're seeing increasing numbers of 3rd party systems providing longer than this. e.g. Worldpay at 64 chars. Without this field being populated it makes it impossible ...

Jeff Smith over 1 year ago in New/Amend Order 0 Idea Accepted - Gauging Support

19 VOTE

For purchase orders requiring dual authorisation, "part-authorised" status required

There is no indication that a purchase order requiring dual authorisation may be in a part-authorised status. The order originator has no idea who, if anyone, has performed their part of the authorisation process. No emails are sent until the fina...

Gareth Beale over 2 years ago in Authorise 0 Idea Accepted - Gauging Support

2 VOTE

Update Cashbook by default on import

When you import customer / supplier transaction you MUST tick box Update Cashbook for the transactions to hit the cashbook and not just the nominal. I think it would be better to have this set a default rather than not. More often you will be want...

David Shearer 3 months ago in Import/ Export 0 Idea Accepted - Gauging Support

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