Create Alert when Customer has exceeded their credit limit
Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson
almost 7 years ago
in Notifications
0
Idea Accepted - Gauging Support
Invoice Automation and Automated Recognition which means a computer recognising and automating entering the data on a PDF document (i.e. a purchase invoice or a purchase credit note). This avoids having to key in data and in more advanced systems ...
Guest
over 4 years ago
in AutoEntry
0
Idea Accepted - Gauging Support
Scan a supplier invoice to create a transaction entry.
We've had a client recently review the Scan2Invoice plugin for quick books which reads scanned documents and creates PI transactions and they are keen to have similar functionality within the Sage 200 software. They are aware that there are third ...
Guest
over 7 years ago
in AutoEntry
0
Idea Accepted - Gauging Support
Pop-Up Messages to show Credit Review Dates for Customers
It is possible to add Credit Review dates on Sales Ledger Accounts under the Credit tab. Although it is possible to add these datesagainst the accounts, you have to go into each individual account to check the dates entered. This information does ...
Guest
over 9 years ago
in Notifications
0
Idea Accepted - Gauging Support
