Sage 50 UKI Ideas Portal

1 Vote

AI Invoice capture matched to purchase order

We aren't able to use AI capture as we raise purchase orders against quotes given by suppliers & Sub contractors to match against invoices. We use purchase orders as we may have many invoices raised against one order.

Created 01 Apr 12:25

Invoices and credits

1
1 Vote

Accountants user access to MTD for Income Tax

Why are Accountants who use Sage for Accountants to access clients software DENIED access to MTD for Income Tax? Sage Support stated because we don't own the software we are not allowed access even though we have full access permissions to the sof...

Created 01 Apr 10:31

Access rights / Users

0
1 Vote

Implement a faster process for matching invoices to supplier statements to reduce time spent.

The current AI document capture system has significantly improved the speed of processing invoices. However, one remaining challenge is the time required at the end of each month to reconcile uploaded invoices against supplier statements. This pro...

Created 31 Mar 13:01

Suppliers

0
1 Vote

Be able to search under description in sop's as well as product code

I think being able to search the product as well as the code would be a fantastic way forward as people know the product name but not the product code. I would love to see this being actioned, would save a lot of people time

Created 31 Mar 11:27

Sales orders

0
1 Vote

(posting on behalf of customer) Previously the customer would generate the Intrastat report in a CSV format in Sage by going to Sales order / Purchase Orders / Intrastate / selecting the correct period & creating the report. They were then able to upload the CSV file on a Revenue tool “Revenue Offline” Since Revenue have moved to RPF the CSV file created from Sage is no longer compatible. RPF will only accept the file in a specific format.

No description provided

Created 31 Mar 09:16

VAT

0
3 Vote

AI Document Capture needs to be accessed by all uses NOT just Manager login

My purchase ledger clerk will need this as part of inputting invoices on the system!! Unfortunately, until the facility is allowed to be added to any user setup on the system, this will not be used by us!! Much as wonderful as it is, as a Manager ...

Created 25 Mar 10:11

Access rights / Users

2
372 Vote

All transaction and record types - Attachment facility

We are thinking of going paperless in April and I have noticed that I am unable to attach a sales invoice to / behind the transaction on V26 or V27. I have spoken to your software support team today and they say it's not available. I find it it re...

Created 15 Mar 00:00

Document storage / Paperless office

6
1 Vote

Expand character limit on account name or add extra options for sub customer

Some of our clients are Managing agents who ask us to mark invoices as c/o them. E.G. "67 Random Road RTM c/o Big Building Management Company Ltd" These names often go over the 60 character limit for the account name, which makes invoicing difficu...

Created 27 Mar 14:14

Defaults / Settings

0
1 Vote

Quotes not to be able to change to a proforma

No description provided

Created 27 Mar 13:04

Customers

0
7 Vote

Be able to see proforma invoices in customer accounts

No description provided

Created 19 Feb 12:08

Search / Find

0