We have hundreds of customer specific discount groups which has taken a huge amount of time to manually input into the system. We also keep a spreadsheet of this outside of Sage as reference. As new customers or discounts are updated, it would be ...
Ella Browell
5 months ago
in Import/ Export
1
Idea Accepted - Gauging Support
Automatically roll/amend period dates for future financial years when shortening or lengthening the year end
This will save considerable time for customers when needing to shorten or lengthen their year end by creating a button/script to automatically change/roll-out future periods based upon the final month/period/year date of 'This Financial Year' into...
Steve Machin
almost 2 years ago
in Accounting Periods
3
Idea Accepted - Gauging Support
Import / update PO Lines quantites and Pricing against a po
Import / update PO Lines Stock Codes - quantites and Pricing against a po we would like to be able to import or amend product codes with quantities and pricing when we recive a final quote or BOW
Victoria Hanley
5 months ago
in POP
1
Idea Accepted - Gauging Support
Ability to open up a new year without closing down the prior one
As a school we are audited in October each year (year end is 31st August). The ability to keep the prior year open whilst processing in the new academic year would be fantastic (every other system I know does this). At present, my budget holders c...
Guest
over 4 years ago
in Accounting Periods
0
Idea Accepted - Gauging Support
It would be good if you could see in one place the stock selling price and the stock buying price, the location and the quantity in stock, I am new to Sage and find the flow between Stock, Sales and Purchases is very limited. Finding the informati...
Sally Bruce
almost 2 years ago
in Stock
3
Idea Accepted - Gauging Support
Customer transactions to import at a summary invoice/credit note level
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.
Ability to be able to import cash book transactions as well as journal entries
Some of our banking has multiple lines on it, which are repeated on a weekly basis. To avoid having to retype in each week it would be good to either set up a template so only values/dates need to be added or be able to import a csv file instead.
Guest
almost 7 years ago
in Cash Book
2
Idea Accepted - Gauging Support
Transaction Import - Prevent foreign currency transactions for base currency accounts
The import allows transactions for base currency accounts to be imported using an exchange rate and different values for GoodsValueInAccountCurrency and SalControlValueInBaseCurrency The validation process should reject such transactions as they d...
Andrew Dunn
6 months ago
in Import/ Export
0
Idea Accepted - Gauging Support
