Account Status

Customers regularly ask the question whether it is possible to hide accounts en-masse. In the Purchase and Sales Ledgers it is possible to sort Accounts in the Accounts List View using the &Date of Last Transaction & field, then select mul...

sage allows despatch of goods when an account is on hold for existing orders. Would prefer to stop any processing of orders as goods are being despatched to customers that shouldn't receive them

Do not allow a Sage200 account (Customer or Supplier) to be marked as Hidden if the balance is not zero. Currently hidden accounts do not appear on reports that would normally be used by auditors to validate debtors and creditors control. Similarl...

This would then stop invoices being put on hold and also stop things from being despatched.

Rather than just On Hold it would be useful to be able to select a reason for the customer being on hold. Credit Hold / Account Conflict etc etc

Customisable on stop allow one order to proceed, control how much credit a company can have without taking customer on and off stop repeatedly which is extremely time consuming. Account activity alerts for credit controller.

User definable Customer Statuses with options to define what processes should be blocked for each status. E.g. Allow quote to be entered but prevent order being entered, or disallow both Allow order but prevent despatch etc. Similar to the way Pro...