History/audit page or possibly report for recording changes to bank account details:
Another customer request, surrounding debtors and creditors, having control and audit of recording changes to bank accounts to avoid potential fraud, so having an ability to stamp user and date times of who done what changes and when.
Set the licence expiry warning to start appearing 30 days before the licence expires rather than 60 as the new licence keys arent available/do not auto update until 30 days before the licence is due to expire.
Ability to add a note to say why an account is on hold
At our company there can be various reason why an account is put on hold (non payment, foreign currency, long time since last order, known by different name). At present Sage just says this account is on hold. This does not tell other users why th...
Wiliam Merrick
about 8 years ago
in Account Status
1
Delivered
Audit Trail to record changes to Supplier Record, such as Bank Account details, VAT codes and setting up new supplier. This is a major area of fraud, and needs monitoring closely.
It would be useful to be able to hide nominals from the nominal list. We have old nominal codes that havent been used for years, but cannot be deleted for audit purposes. We cannot post to these, but it would be useful to be able to hide
Stop a Sales or Purchase Order line saving if the Nominal Code is blank
Currently it is possible to complete a SO or PO even when there are lines without a NL code, resulting in a posting to suspense. It would be useful if you couldnt save the order line if the NL Code is blank, or at the very least present a wa
Michelle White
almost 9 years ago
in New/Amend Order
1
Delivered
