Automation | Sage 50 UKI Ideas Portal

When creating a credit note from an invoice automatically add the invoice number onto a field on the credit note...

EVERY time a credit note is raised we add the original invoice number. The Credit Invoice option 'knows' what invoice is being credited so could easily add this automatically...

Created 21 May 11:23am

Automation

0

13 Vote

Copy Button in Check Data

From a webchat agent perspective, it would be handy to have a Copy button within the File > Maintenance > Check Data/Last Results option to allow customers to easily copy and paste any Errors/Warnings to us. At present, they have to either t...

Created 22 May 02:29pm

Automation

0

5 Vote

Payment On Account Automated Allocation To Invoice/Credit Notes

Currently the only way to allocate payments on account to invoices/credit notes with £0.00 balances is to go into customer receipt and select each customer account one by one and manually allocate using F3. When you have a large amount of customer...

Created 2 Jan 01:00pm

Automation

0

1 Vote

To Extend the current (and forever) 12 Periods posting limits for Prepayments and Accruals Period End > Month End Routines

USEFUL in that the accounting process is freed from the currently built in limits that have to be overcome by human intervention. BENEFIT by saving time having to manually compensate for the unrealistic limits included in the current software prog...

Created 22 Apr 02:53pm

Automation

0

1 Vote

when uploading pdf purchase invoices via Purchase Automation have sage save a copy of that file in the sage documents folder and link it to its corresponding transaction automatically

No description provided

Created 18 Apr 07:12am

Automation

0

1 Vote

Customers in 2 Pricelist for running promotions, lowest price as default.

No description provided

Created 15 Apr 08:01am

Automation

0

1 Vote

It would be useful to attach a supplier invoice through purchase automation

No description provided

Created 7 Apr 10:55am

Automation

0

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AI Capture splitting invoices for separate projects

Allow AI-document capture to scan an invoice / document as a whole

File link on AI Document Capture

When creating a credit note from an invoice automatically add the invoice number onto a field on the credit note...

Copy Button in Check Data

Payment On Account Automated Allocation To Invoice/Credit Notes

To Extend the current (and forever) 12 Periods posting limits for Prepayments and Accruals Period End > Month End Routines

when uploading pdf purchase invoices via Purchase Automation have sage save a copy of that file in the sage documents folder and link it to its corresponding transaction automatically

Customers in 2 Pricelist for running promotions, lowest price as default.

It would be useful to attach a supplier invoice through purchase automation