Amend Generate Suggested Payments to be able to add Filters, Either for Analysis code or bare minimum Payment Group
Customers always have issues around the blanket nature of the generate payments screen being a blankets one size fits all option. The option seems to be incredibly dated not having not been changed since the inception of Sage MMS/200. It could be ...
Exclude accounts with Negative Cheque Balance from Suggested Payment Report
The suggest payment report is almost useless as it includes accounts with a negative balance. There is no way to filter out these accounts so they don't show on the report which means you have to manually remove the negative amounts from the repor...
sarah wall
4 months ago
in Generate Payments
1
Idea Accepted - Gauging Support
SUPPLIER PAYMENT MANUALLY - THIS OPTION NEEDS THE ABILTY TO PRODUCE A REMITTANCE ADVICE AND REPRINT A REMITTANCE ADVICE AS AND WHEN REQUIRED
Currently using the Supplier payment option for entering a payment whether allocated to an invoice or just a POA / deposit does not allow for a remittance advice to be printed. In particular this is an issue if you want to produce a remittance for...
Victoria Hanley
almost 3 years ago
in Generate Payments
1
Idea Accepted - Gauging Support
Currently the Payment Detail report shows blank under Detail column where it would be useful if it could add certain details from the supplier ledger. It would be good if this was customisable
Karen Law
about 1 month ago
in Generate Payments
0
Idea Accepted - Gauging Support
Quotations - Allow to amend/edit a line without having to delete and add a new line at the bottom and having to move it up to be in the same place
We have quotes for clients that are in a order so it might be say Plot 1, Plot 2 etc with the relavant product under that heading. The customer then changes the length or colour and you can't edit that line. You have to delete and then re-add a li...
Unable to see stock levels when creating a quotation
When creating a quote there is no easy way to see if the items are in stock and can be supplied immediately unlike when a full sales order created. Often we are asked for a quotation, which can be accepted the same day and only then do we find out...
Robert Lewis
7 months ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
In the Generate Payments, having a cheque number sequence on a Bacs run is not very useful. this used to called Batch reference, which was much better/useful. Can't this version of Sage be like our old version please
Tina Hollingsworth
over 1 year ago
in Generate Payments
0
Idea Accepted - Gauging Support
Currently each quote is created as a unique entry, a customer may request a change, but the original quotation is still valid, can a revision sequence be created so that all details for the project remain under 1 quote.
Rebecca Knight
about 2 years ago
in New/Amend Quote
0
Idea Accepted - Gauging Support
When you copy a quotation the Fx rate also copies across to your new quote
We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...