Allow user to specify a write off date when processing bad debt write-offs
can the system be amended to allow user to specify a write off date when processing bad debt write-offs? It uses the current date as a transaction date which isn't ideal.
Guest
over 6 years ago
in Write Off Bad Debt
1
Idea Accepted - Gauging Support
Move away from CSV imports & introduce Excel imports
It would be more efficient to move away from using CSV file imports & instead enable Excel file imports as this would remove the step of saving as a csv file, it would also reduce the chances of introducing data errors on import when a user op...
Guest
over 8 years ago
in Excel
0
Idea Accepted - Gauging Support
Not sure if this is possible as Data to Excel dumps the data contained in a report to Excel from the table formatting and ignores formatting on the report, but it would be great if Credits and Returns would show as negatives when using Data to Exc...
Gary Butler
over 5 years ago
in Excel
4
Idea Accepted - Gauging Support
Data to Excel to send Text Fields and Expressions to Excel
Sage support advised on an issue I had where the customer was sending details to Excel via Data to Excel - where text fields and Expressions didn't show on the output: When using the 'Data to Excel' option, any expression created using multiple fi...
Gary Butler
almost 3 years ago
in Excel
0
Idea Accepted - Gauging Support
Not sure if this has been logged before, but it would be nice if Sage 200 had a button where you could change the System date. Quite often you run your sales period end in the following month. I.e you run January&s sales period end on say 3rd ...
Guest
almost 10 years ago
in Write Off Bad Debt
0
Idea Accepted - Gauging Support
Would like ability to specify an allocation date at the point of a SL\PL Write off
Within the Write Off forms, would like the option to specify an allocation date so that the invoice, write off transaction and allocation dates can all be aligned for the purposes of the retro Aged Debt\Credit reporting
Richard Cunningham
over 10 years ago
in Write Off Bad Debt
0
Idea Accepted - Gauging Support
A setting for the maximum threshold for writing off discrepancies in the allocation screen
If, when allocating sales invoices and receipts, your receipt value is greater than your invoice value you will be given the option (when saving) to write the discrepancy off as a discount. This makes sense for minor discrepancies, such as a few p...
Guest
over 7 years ago
in Write Off Bad Debt
0
Idea Accepted - Gauging Support
