When matching the TB to the aged debtors, there can sometimes be a discrepancy and then you have to try and find this. For example, the discrepancy is £5000 and sometimes, it can be just one figure and you find that the allocation date was incorre...
When contacting the customer they always ask for their PO number which isn't shown on the debtors list - this is a basic requirement of credit control.
Debbie Waring
over 1 year ago
in Aged Debtors
1
Idea Accepted - Gauging Support
set correct allocation date on an allocation only entry SL / PL
When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...
Adrian Evans
3 months ago
in Allocate / Allocate
2
Further Information Required
List unallocated credit notes and payments on the purchase ledger
This would be useful to ensure we do not over-pay our suppliers. Also useful for reporting on the effectiveness of ledger clerks in allocating these items.
Dick Dick
over 1 year ago
in Allocate
1
Already Exists
Show invoice numbers on allocation session drilldown
When looking an allocation within the SL module you can only see the invoice number and the date of the allocation. It would be very helpful if you could also see the invoice date in this view. Thanks
Guest
almost 4 years ago
in Allocate / Allocate
0
Idea Accepted - Gauging Support
Would it be possible to add the Sage 50 style invoice / payment screen for the entry of sales/purchase receipt ? Customer would like the visibility of the grid used to help allocate .
Guest
about 10 years ago
in Allocate
0
Idea Accepted - Gauging Support
