Sales Ledger (Customers)

It would good if you were able to automate the sending of debtors letters, deselecting any customers you are already in contact with.

As well as invoice number, date and value, a brief detail of the invoice would be helpful in the customer ledger 'Transaction Enquiry' then 'export to excel' would be a lot easier.

In Sage 50, information you could access drilling down into an order could be searchable whether its in a showing column or not. For example, you could search part of an address and it would bring up the orders containing this. Info referenced by ...

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....

When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them

There is a function to set a filter on a list view as public or private but it would be really beneficial to be able to tick per user if they have access to it or if it's hidden. We rely heavily on filters across modules and often they are relevan...

We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...

we have 5000 products lines and 2500 customers, it’s difficult to find them

You can see the detail of the invoice/credit on the customer/supplier screen instead of drilling in at the bottom - can easily export to excel

It is a legal requirement to keep documents for customers / suppliers for a number of years, the customers want these attachments to be easily accessible, currently when archiving takes place the links to these documents are removed, and the docum...