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Add Posting Date to Supplier & Customer Transaction Enquiry screens

It is an absolute nightmare trying to work out if an invoice was posted within a specific period when looking at the Supplier transactions enquiry.nbsp; I know it is there in the background so can this not be added to the window.
Guest almost 4 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

ESFA Budget Forecast return outturn (BFRO)

All Schools have to prepare a Budget Forecast return outturn (BFRO)by 21/5/2020. In order to help with this it would be really useful if you would create a report to support this. There is already a field that should provide an analysis of the dat...
Guest almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

Print Sales Returns

Our customers like us to issue an RMA number and returns paperwork. You can create a Sales Return in Sage200 but you cannot print it? Even though, for the most part, it would use the same template as the Sales Order? It would be super helpful to b...
Guest almost 5 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

Ability to create a bank feed matching rule without having to create a transaction.

99% of the time the invoice is already in sage so I don't want to create another just to create a matching rule.
Ellen Duncan 12 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Don't add leading zeros to cheque numbers when making payment

The four extra leading zero's make auto reconciling impossible in bank feeds
Ellen Duncan 12 months ago in Cheques 0 Idea Accepted - Gauging Support

Bank feeds to allow showing of transactions more than 4 days old.

Cheques are never cashed within 4 days of the sage transaction date so the rule that you can only reconcile when the bank date and sage transaction date are within 4 days will not work. We issue over 400 cheques a month. We are not able to to bacs...
Ellen Duncan 12 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Allow correcting/reverse a transaction with the find dialog box still open.

When I need to edit multiple transactions for a supplier or customer I have to find it first then close the find dialog, fix and then reopen the dialog each time. Failing that just put the find options in the header bar. We sometimes have hundreds...
Ellen Duncan 12 months ago in Corrections / Corrections 0 Idea Accepted - Gauging Support

Rapid Invoice & Account Code for Supplier in the N/L

Wouldn't it be great if when using the rapid invoice module to enter invoices, that on the Nominal Ledger account queries the "Narrative" showed the supplier account code like it does when you enter just a single invoice through the enter purchase...
Guest almost 6 years ago in Rapid Invoice 0 Idea Accepted - Gauging Support

Sales / Purchase Ledger Transaction Reference and 2nd Ref Fields too short

We have clients who needs larger reference fields for both Sales and Purchase Ledger They are needing these fields to be at least 60 characters in size. Using the Transaction Narrative is not an option because this field is used for other key info...
Guest almost 4 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support

On the Authorise Features for Role option for highlight to default to Filter button

When amending Roles and searching for features, you can type in the Feature Name field to look for a word that will help you find an option easier. However the button highlighted by default is OK, so if you type and press Enter, it closes the form...
Gary Butler almost 6 years ago in Roles 0 Idea Accepted - Gauging Support