Ideas

Showing 107

Placing purchase invoices on hold at point of entry

It would be useful to be able to put a purchase invoice on hold at the time of entering onto the system. Preferably a tick box with the option of description if necessary

Debbie Fleming about 1 month ago in Invoice/Credit 2 Idea Accepted - Gauging Support

4 VOTE

Ability to change the due date on Purchase Credit Notes

If a purchase credit note is dated Jan 2026, we 'take' the credit note along with the invoices for the same payment period but as there is no way to change the due date, they are all included in the suggested payments report. We currently have to ...

sarah wall about 2 months ago in Invoice/Credit / Suggested Payments 0 Idea Accepted - Gauging Support

9 VOTE

Ability to import/export customer discount groups

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 8 months ago in Import/ Export 1 Idea Accepted - Gauging Support

6 VOTE

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 7 months ago in POP 1 Idea Accepted - Gauging Support

13 VOTE

Better flow of information for stock

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 about 2 years ago in Stock 3 Idea Accepted - Gauging Support

7 VOTE

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 over 1 year ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

8 VOTE

Being able to attach purchase invoices after they were posted

I tried to attach purchase ledger invoices after they were posted onto Sage. Unfortunately you can only attach documents while you enter them , and only on Invoice not Rapid ( which is much faster if you have batch of invoices). I tend to import m...

Pilarz Ela over 1 year ago in Invoice/Credit 4 Idea Accepted - Gauging Support

33 VOTE

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.