Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittance. This then calculates the total of the receipt as a check.
This causes two issue:
If they accidentally enter the wrong receipt value or have selected the wrong account, then it is too late after getting to the allocation screen to do anything about it apart from coming out and correcting it, then starting again. If they were presented the transactions first, then it would be obvious if there was a mistake.
When a customer pays multiple accounts on one remittance, for example, if a head office pays all the branches invoices which in Sage 200 are on separate customer accounts. In this case the user has to first work out the split by customer, before starting. If they could select the account, and then select the transactions then this is not necessary.
Alison Alison
| Idea Benefit | This would Save time and errors. Also would make a smoother path for people upgrading from Sage 50 |
| How do you solve for this problem today? | By creating reports to help identify transactions/amounts before they start. |
| Product Variant | Sage 200 Professional (SPC), Sage 200 Professional, Sage 200 Standard |
