Sage 200 UKI Ideas Portal
It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.
| Idea Benefit | When customer transactions are imported at the individual transaction level, it could lead to errors if when allocating customer receipts if there are invoices or credit notes with more than one transaction line but with similar amounts. If the import is summarised at an invoice/credit note level, it makes the customer account less messy and facilitates allocation of customer receipts since only one line will need to be selected on the allocation screen. |
| How do you solve for this problem today? | Being careful when allocating customer receipts and peer-to-peer review before receipts are posted. This can be time-consuming too |
| Product Variant | Sage 200 Standard |
