Add Role > Use With Documents > Select existing role to determine default contact
When adding customer and supplier roles (in ASM) and selecting Use With Document, the new role will be added to the Default contact for the account It would be better if the new role could be added to the Preferred contact of an existing role (if ...
Andrew Dunn
4 days ago
in Account / Account
0
Idea Accepted - Gauging Support
Small issue - if the end user amends an account (S/L or P/L) and then clicks Save, the UI stays on the same tab (e.g. memos) - this confuses the user as they do not realise that they no longer have an account selected I checked amending N/L and CA...
Andrew Dunn
7 days ago
in Account / Account
0
Idea Accepted - Gauging Support
Sundry Account for Suppliers with editable name and address
When purchasing from a supplier once off it saves creating a new supplier. Changing the name and address on the PO makes it easy to search for their PO in the future.
Stuart Lancaster
about 2 months ago
in Account / New/Amend Order
0
Idea Accepted - Gauging Support
When assets are added to the fixed assets module, there is currently nowhere to upload a copy of the purchase invoice. External auditors (& others) often request to see these. Documents can be added to SL or PL records - why not fixed asset re...
Dawn James
almost 2 years ago
in Fixed Assets
2
Idea Accepted - Gauging Support
I would like to be able to view the supplier account information without having to select 'amend Account' as this could potentially result in someone accidentally overwriting existing information. Sage 50 would allow you to view the supplier infor...
Jenna Hughes
about 1 year ago
in Account
4
Already Exists
We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
Cathy Pennycook
about 1 year ago
in Account / Account
1
Idea Accepted - Gauging Support
Can change the default nominal code on a supplier account but can't delete completely if you want to leave blank. Would also be good if you can have a default nominal but variable cost centre.
Rachel Bartholomew
4 months ago
in Account / Account
2
Not an idea
There is no process map for fixed assets module within Sage. This is inconsistent with other areas or modules in Sage 200. I appreciate the Fixed Asset module is an optional module which not all Sage 200 customers will use, but it should have a pr...
When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
David Selvage
about 3 years ago
in Account / Account
0
Idea Accepted - Gauging Support
