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Sales Ledger / Purchase Ledger Contacts

My colleagues and I all agree that it would be much more helpful to have the following contact information on both ledgers: Job Title, First Name, Last Name Rather than: Salutation, First Name, Middle Name, Last Name
sarah wall over 2 years ago in Account / Account 0 Idea Accepted - Gauging Support

Sales/Purchase Ledger Duplicate Reference & Date Check Tool to allow check on reference only

It would be good if this checker could have an option to check the Reference Only rather than both the Reference & Date having to be duplicated for the warning message to appear.
Howard Taylor 8 months ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

Export / Import Excel Financial Statements

To have the ability to export and import your Excel financial statement layouts like you can with the main ones. Seems mad that you can't already.
David Shearer 8 months ago in Excel Reporting 0 Idea Accepted - Gauging Support

Nominal code look up

When looking for the correct nominal code, is it possible that you could enter a few characters and the look up will start from there rather than going through the whole nominal list.
Debbie Waring 8 months ago in Invoice/Credit / Invoice/Credit 1 Already Exists

Stock List View - View Price Bands

Within Stock List View, we have options to change the Columns to show specific data such as Total Net Value, Document Created By etc. It would be worthwhile including Price Bands so we can have these shown within the Stock List View. The alternati...
Thompson, Kevin about 1 year ago in List 1 Idea Accepted - Gauging Support

Back-to-Back Orders

The functionality whilst raising purchase orders directly from sales orders needs vast improvement overall. There are too many pitfalls. It would help the user by being able to raise PO directly from each specific product particularly where multip...
Thompson, Kevin about 1 year ago in Back to Back Orders 1 Idea Accepted - Gauging Support

Prevent duplication of URNs

On very rare occasions you may see duplicate URNs posted to the Sales Ledger due to environmental issues (deadlocks etc), this could possibly be prevented by setting a constraint on the SLPostedCustomerTran URN field field in the database to preve...
Tim Critchley 9 months ago in Database 0 Idea Accepted - Gauging Support

Running total in stock history

Would be great (if possible) to see a running total of stock qty in the stock history screen. This would help users understand which movements have affected their stock levels.
Guest over 6 years ago in View Stock Item History 0 Idea Accepted - Gauging Support

Should be able to attach back-up to Cost Adjustment in Project Accounting in the same way that you can do when posting a nominal journal

No opportunity when posting a cost adjustment in Project Accounting to attach any back-up or supporting evidence. The postings are essentially the same as a journal yet no button to attach anything. So unable to keep good back-up to show auditors.
John Wilkins about 1 year ago in Project Accounting 5 Idea Accepted - Gauging Support

An undo/reverse button for all transactions in Sage 200

I work for an Education Trust so we use the Sage 200 software. I have recently seen that Sage 50 offers an undo button which means that a payment or receipt, which has been posted incorrectly, can be instantly reversed with no problems. I was just...
Guest almost 4 years ago in Corrections / Corrections 0 Idea Accepted - Gauging Support