Ideas

Showing 12

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.

Cecilia Akum about 1 year ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

20 VOTE

Restrict access to specific nominal codes and bank accounts

We are a 4 school multi-academy trust with 7 people all processing transactions. We are finding that transactions are frequently being posted to the wrong account on the cash book screen. The schools are only meant to process transactions to their...

Guest over 7 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support

7 VOTE

Imported transactions not being able to go to hidden codes

When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.

Guest about 4 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

13 VOTE

Import Sales Transactions - Validate Nominal Accounts to check that they exist

Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense

Saeed Malik about 10 years ago in Customer/Supplier Transactions 1 Idea Accepted - Gauging Support

2 VOTE

Amendments to Financial Imports

I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...

Simon Tomkins over 2 years ago in Customer/Supplier Transactions 1 Will not implement

5 VOTE

add supplier transaction nominal validation

currently sage will import with no warnings if the nominal account doesn't exist, this has resulted in journal corrections being required

joanne scott about 7 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

6 VOTE

Import Sales Transactions - Transaction Date Validation rules to be followed

The system lets transaction dates through with any dates, it does not look at the transaction date validation rules in ASM

Saeed Malik about 10 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

5 VOTE

Authorised nominal accounts

Add nominal accounts each user is allowed to see on the user settings to reduce mis-postings and confusion.

Guest about 10 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support

3 VOTE

Functionality to add a Name (Description) and a Short Name to non-standard Sage 200 Modules/Sources

When importing Sage 200 Customer or Supplier transactions, it is possible to specify a Source (Module) number in the 16-90 range to the Excel import file. At present, when the transactions have been imported, the description of Sources 16-90 will ...

Eric Belshaw about 6 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

1 VOTE

Import Customer Transactions - Sales Receipts - Allow Bank Account to be specified

When using the Import Customer Transactions routine to import sales receipts, there is no option to specify which bank account should be used. The default bank account is used. When you enter a sales receipt via the Enter Customer Receipt routine,...

Steve Diaper over 3 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

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