All ideas

We currently use the Sage 200 API to post Order details to Sage via the SOP endpoint. This works perfectly, it is accurate and saves a lot of time for this to be automated. However we still need to create all our Sales Returns manually in Sage as ...

Introduce a function to allow attaching documents to individual lines (attach/pdf button on right side of the line). Current system only allows this function in single invoice entry and using this interface means i then have to go into each indivi...

In System AdminRoles, the tree view will show a tick in a folder Eg Sales Ledger-Basic if all the features in basic are ticked. If the role only has some features in the sub folders it is tricky to see at a glance if that is the case. Can the fold...

We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...

Please can we have an Tick/Untick All option on Purchase Order Processing / Record Invoice, or change the default setting to leave all items unticked on the landing page? When recording an invoice Sage automatically ticks every open line on the Pu...

It would be beneficial to add a couple of columns onto that report so we can save manual input and time. Two suggested new columns would be forecast and forecast/budget variance. Therefore, when generating the reports we would have 5 columns in to...

Similar to the View ledger settings. If we have users logged in we are prevented from amending or even viewing the Authorisation rules. Could we have an option to View them?

When looking at the help function for picking lists you help function states "Everything on an order is included on the picking list, even service and free text items." This is untrue. The picking list does not produce a line for goods if you have...

I have spoken to several clients who have suggested that Users who are disabled in System Administration should not show in the User Login Status Summary under ‘Login Status’. For some companies that have quite a large turnover of staff the list j...

Ability on sales ledger accounts to record information with regards to communications sent out to aid credit control.