Sage 50 UKI Ideas Portal

5 Vote

Combined save and close button

Quotes/orders/invoice/PO's have a save or close option, after selecting save, a blank window is left open which then requires closing.

Created 03 Nov 12:50

Defaults / Settings

1
5 Vote

Bank Feeds- ability to automatch customer/supplier invoices within bank feeds

It'd save a lot of time if we didn't have to manually create transactions and then chose the invoice from the supplier/customer module to manually allocate the payment.

Created 02 Nov 11:04

Bank Reconciliation

3
6 Vote

Can Quotations go back to just being Quotations, without creating an Invoice

I created a Quotation and it automatically created an Invoice. I didn't post the Invoice to the ledger but it still showed up in a Sales Report (Sales by Product Summary). I do not understand how a Quote can show up in a Sales Report when it isn't...

Created 29 May 23:00

0
5 Vote

Rolling 12 month Profit and Loss (monthly Breakdown)

To have up to date trending that will provide data that will be from 2 finanacial years

Created 01 Nov 13:26

Excel Integated Reporting

0
5 Vote

Need ability to revalue foreign bank accounts whilst others are logged in

We are unable to do the foreign bank revaluation whilst others are logged in

Created 01 Nov 12:52

Bank Reconciliation

0
5 Vote

Attach a file / image to a sales order / quotation / invoice

Be able to attach the original order (could be PDF, image, email) and attach this to the created sales order

Created 01 Nov 11:41

Sales orders

0
1 Vote

File upload to create multiple rules in bank feeds

Instead of having to create bank rules one by one, would be good if there was a file format you could fill out and then upload to create them. We have over 200 customers so would like to set them all up but without having to do it all manually

Created 18 Jul 14:18

Bank Reconciliation

0
1 Vote

Being able to Import and Export BOM like you can for Products

Would enable us to transfer the production to our sister company

Created 18 Jul 13:26

Importing transactions / records

0
5 Vote

Pay Now Button to Sales Orders / SOP Proforma's

Allow funtion to add the Pay Now Button to Sales Orders/Proforma Sales Orders. Currently can only be added to actaul Invoices and Statements. But we use the Sales Order module to enter customer orders and issue SOP Proforma's from this module. Cus...

Created 26 Oct 12:42

Sales orders

0
8 Vote

Have an option to remove "Do you want to update communications popup box"

See above, it causes extra time when dealing with high volume invoicing etc as sage freezes and the popup window is stuck behind anything else you have open.

Created 06 Jul 23:00

0