Sage 50 UKI Ideas Portal

1 Vote

AI Capture should open in a new window, so access to the rest of sage is still available

if i have an invoice with a PO number, i need to check the PO on the system to ensure correct coding etc. at the moment you are unable to navigate around sage when using the AI Capture function. so you need to close AI, go check your info and then...

Created 18 Jul 01:08pm

Automation

0
1 Vote

Ai Capture Document - Should be attached to supplier account on upload

you upload the document on AI Capture, but them it doesnt stay attached in the supplier account, i know its in the back ground on the file, but these files are unnamed. if i upload 10+invoices its impossible to track, or track under an audit, the ...

Created 18 Jul 01:05pm

Automation

0
3 Vote

Purchase Automation automatic invoice attachment

When you have reviewed and posted your selected transactions it would be helpful if the invoice was automatically attached to the supplier account

Created 11 Jul 10:20am

Automation

0
2 Vote

AI doument capture to be linked to purchase orders

Hi I was hoping the AI capture document could work along side the 'PO section' within SAGE 50. Currently the AI document capture, is only useful where i have ad hoc supplier invoice/non-PO invoice. When we issue POs to a supplier and receipt them,...

Created 10 Jul 11:46am

Automation

0
11 Vote

File link on AI Document Capture

This would save a lot of dead admin time having to save files elsewhere, when it could just be attached to the transaction automatically when posted via the AI feature.

Created 30 May 09:36am

Automation

3
2 Vote

Purchase Orders and Document Capture

Document Capture is very useful but there doesn't seem to be a way to tell the Purchase Order Processing that the Invoice has been Posted to the Ledger. It also creates a Verification Query on the VAT return saying PO processed but invoice not pos...

Created 7 Jul 02:46pm

Automation

0
1 Vote

Purchase Automation Failure

When uploading invoices from purchase automation it is putting the invoice number in details rather than the product description when looking in activity. In 6 months time if we are looking for a particular product from the supplier it will be imp...

Created 11 Jul 10:07am

Automation

0
4 Vote

AI Capture splitting invoices for separate projects

The Ai Capture is great at capturing the invoice however, if the invoice is a one line and amount but we need to split into several lines to add to different projects. I can see I can delete lines but not add, this would make life easier instead o...

Created 12 Jun 01:02pm

Automation

1
4 Vote

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

This would be useful as it will significantly reduce the number of transactions created from document capture. Currently, document capture posts each individual line of an invoice as its own transaction, which in turn results in multiple transacti...

Created 9 Jun 02:16pm

Automation

0
2 Vote

Purchase Automation Error

When you manually input an invoice/credit the details field and description fields, purchase automation doesn't. So all the hard work Sage has done pulling in the data automatically is lost as the details are not the description. I've tried to cha...

Created 25 Jun 01:06pm

Automation

0