Sage 50 UKI Ideas Portal

1 Vote

An export function in the bank feed for bank transactions without a Sage transaction

The person that would benefit is the Sage user, bookkeeper, accounts person. Usually we would need to request any paperwork that hasn't been sent to us in order to process the info through Sage. The bank feed allows us to easily match the transact...

Created 03 Nov 17:09

Automation

0
3 Vote

allow supplier remittances for payments made on account

No description provided

Created 01 Aug 08:25

Suppliers

0
27 Vote

Automate sending customer statements

Hi. We use Sage 50Cloud Accounts and I would like to know please is there a way to automate sending customer statements by email? That is, to set up a process that will automatically run and email them on the 1st of every month without having to m...

Created 21 Jun 23:00

0
11 Vote

Scrap two factor authentication

Everybody would benefit. I have been using Sage for decades without a problem. Why start creating one now? What if I don't have a phone or a phone signal? What if I am at sea and somebody such as my account or in my office wants to log in? What if...

Created 16 Jul 11:58

Accessibility

1
3 Vote

Bank Running Balance

I think it would be useful because you'd be able to see your balance at the touch of a button, and then you could compare your actual Bank statement with your accounting bank statement just by looking rather than having to run time-wasting reports...

Created 30 Jul 13:44

Bank accounts

1
3 Vote

Automatically put customer accounts on hold when exceeding their credit limits or Stop warning messages being overridden

This would be beneficial as it would stop anyone being able to generate any further GDN's for the customer when their credit limit is exceeded. We aren't able to manage this effectively currently as people are able to override the warning messages.

Created 30 Jul 09:46

Customers

0
14 Vote

ability to "Copy" addresses form customer and supplier account detail screen - "Past" facility already there!

currently there is the facility to Paste addresses into the customer or supplier Registered address area but it would be very useful to be able to have a Copy facility too. This past facility is also available within the Address & Contacts are...

Created 21 Feb 09:51

Customers

0
14 Vote

Favourite Reports can be copied across Users

Users favourite reports are stored locally and the sage software must log these reports somewhere. Browsing to the favourites folder on each user one can see the reports that have been favourited. These reports however cannot be copied to another ...

Created 19 Feb 09:54

Reports / Layouts - Finding Reports

1
3 Vote

Colour coding Debit and Credit transactions

In TAS (we used to use Tas) if you click on show outstanding transactions, Credits (i.e. unallocated payments and receipt's) would show in red and debits (invoices etc) would show in Blue and completed transactions would be in black allowing to se...

Created 26 Jul 12:03

Transactions

2
10 Vote

Carriage charges duplicating on part dispatches

Customers do not always need carriage on every invoice following part dispatches. In most circumstances, they only need it on one invoice. The footer section of a sales order could have a tick box to select if part dispatches occur, to apply carri...

Created 12 Aug 13:53

Sales orders

0