Ideas

Showing 76

'Email All' Customers or Suppliers

A button to be able to email all customers or suppliers, based on the contact role type. This would be useful when emailing at the end of the month for statement reminders, or when sending out a mass notification.

Tayla Adams about 2 months ago in Account / Account 0 Idea Accepted - Gauging Support

1 VOTE

Bank Feed Download To Include Bank Balance

Open Banking APIs from banks, include access to download balances as well as transactions, e.g., Barclays Open Banking API. This is not currently available when downloading bank feeds in Sage 200. Inclusion for this has been requested by a few of ...

Dean Cavanagh 11 days ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

9 VOTE

Allow default nominal code but variable cost centre

Often a cost type is the same so the nominal code is consistent but the cost centre varies according to the supplier / customer.

Rachel Bartholomew 5 months ago in Account / Account 1 Idea Accepted - Gauging Support

31 VOTE

Supplier Account Information

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 over 1 year ago in Account 4 Already Exists

3 VOTE

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 about 2 months ago in Account / Account 0 Idea Accepted - Gauging Support

5 VOTE

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 3 months ago in Account / New/Amend Order 0 Idea Accepted - Gauging Support

24 VOTE

Assign Bank accounts to Customers/Suppliers

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 over 1 year ago in Account / Account 1 Idea Accepted - Gauging Support

5 VOTE

ability to see os unreconciled value on a part bank reconciled transaction to make it easier for selecting

ability to see os unreconciled value on a part bank reconciled transaction to make it easier for selecting. When using the bank rec if you have a part reconciled transaction until you actually match it you cannot see the unreconciled amount it onl...

Adrian Evans 4 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

4 VOTE

Bank Feeds recall ignored items like Sage 50

When accidently hi-lighting and ignoring items in the Bank Feeds Reconciliation the ability to bring these items back as you can in Sage 50.

Trudie Whitmarsh 4 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

25 VOTE

Bank Feeds - Bank Rec screen currently allows to enter different types of payments, but inter account transfers is missing.

Bank Rec screen currently allows to enter different types of payments, but inter account transfers is missing. I believed this was already raised as an idea 1851 (https://sage200uki.ideas.aha.io/ideas/S200UK-I-1851), but have been advised that thi...

Joanne Bailey almost 2 years ago in Bank Feeds (Bank Reconciliation) 5 Idea Accepted - Gauging Support

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