Ideas

Showing 69

Credit note reasons

Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)

Tayla Adams 7 days ago in Invoice/Credit / New/Amend Invoice / New/Amend Return 0 Idea Accepted - Gauging Support

46 VOTE

Invoices open to be amended up until they are Posted onto Sage.

We need to be able to amend invoices if there is a small error - date/amount/vat code etc unfortunately once you print or save you cannot amend. It would be much better if you could amend prior to being Posted rather than having to credit and re-r...

sean higgins 3 months ago in Post / Print 5 Idea Accepted - Gauging Support

52 VOTE

Allow fields to be searchable in list view even if columns are hidden

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 ...

Ella Browell 7 months ago in List / List 2 Idea Accepted - Gauging Support

45 VOTE

Change date on posted invoice, journal and bank transaction

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....

Janine Holloway 9 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

13 VOTE

Allow filters to be set up the same way as custom report manager

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...

Ella Browell 7 months ago in List / List 1 Idea Accepted - Gauging Support

17 VOTE

Scroll should be available for 5000 customers and products

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

Naraine Seth 9 months ago in List / List 1 Idea Accepted - Gauging Support

8 VOTE

Mobile Numbers in Customers list

Being able to view mobile numbers on the customers list.

Karen Marsh 5 months ago in List 2 Idea Accepted - Gauging Support

31 VOTE

Ability to choose different invoice layout when reprinting invoice

If you produce an invoice in the Invoicing module and select a different layout, it will reprint on the layout assigned to the customer record. There is no option on the Reprint screen to choose a different layout.