All ideas

The ability to run a budget v actuals report for the new year, when the old year is still open would be very helpful. I have not been given the go ahead to close old year by our accountants. This means I am unable to produce any meaningful budget ...

Sometimes in the Customer Transaction Screen for outstanding invoices, you only want to extract a certain portion of the information into excel format rather than the whole lot- we have some customers with a lot of invoices to scroll through, some...

We currently have a client who want to use the Purchase Order notifications as an alert to email the recipient with actions that need to be carried out when a notification is entered against the order. Currently notifications are only sent when an...

A client cancelled a PO due to disagreement on price with supplier, then the supplier advised they would honour the price. In this case the client liked to used the original PO as the supplier had that PO number from the client and not raise a new...

I think it would be very useful accounting tool if the Nominal List would show the account balance AND account budget and be able to filter by period. It currently only shows the account balance as at todays date.

Would be good if you could import sales orders and then generate into invoices. We use a CRM and generate invoices into Sage manually as they have a product code and I know you can import customer transactions but there isn't a field for the produ...

There are a number of things that it would be nice to run overnight as a scheduled task inside Sage. Especially tasks that need everybody out of Sage Things like : - Balance Ledgers - Period Closes The ability to schedule them for out of hours and...

Mostly described in the title, but at present you can only use transaction analysis codes on sales transactions retrospectively, which doesn't make much sense. Ideally transaction analysis codes could be assigned at any point through the process.

For years now I have been asked when traceable items will be included in the stock take. Typically, if there is 'missing' or found stock the users undertaking the stock take know which batch / serial numbers are affected. What should happen is tha...

When a user raises a requisition, they are technically the person who needs the goods, so when a Requisition authorisor authorises the Requisition and creates the order, it sets the person generating the order as the Order Originator. While the au...