Sage 50 Accounts UKI Ideas Portal

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Document storage / Paperless office

    427 VOTE

    All transaction and record types - Attachment facility

    Customers have consistently requested that the document attachment functionality currently available for purchase invoices and selected transaction types be expanded across Sage 50 to support a wider range of records, transactions, and business pr...
    over 5 years ago in Document storage / Paperless office 8 Idea Accepted - Gauging Support

    Add Purchase Invoice to Fixed Asset

    It would be really useful to be able to add a purchase invoice pdf to the fixed asset register. This would greatly assist in identifying proof of purchase to the auditors and also when you are looking back at historical records.
    over 2 years ago in Document storage / Paperless office 1

    Customer Records - Memo Details seen by all users

    At present if you add any details in the memo, only the user that has been the details can see them. If other users want to see anything they have to sign on with your details. This helps especially when doing credit control and if you send or rec...
    over 1 year ago in Document storage / Paperless office 1 Idea Accepted - Gauging Support

    Allow access to PI attachment wherever the transaction is listed

    At the moment, if we need to access the pdf of a PI transaction when viewing from project activity or nominal activity, we need to find the supplier from view transaction, go to the supplier, go into activity, open the attachment, close it all dow...
    5 months ago in Document storage / Paperless office 1

    File Link for Supplier Invoices in Attachments

    Instead of just having the ability to attach a copy of an invoice to a supplier transaction (which creates a duplicate of the invoice in the sage data file) it would be better to allow users to add a file system reference to the document stored on...
    about 1 year ago in Document storage / Paperless office 1

    Attaching documents to Customer / Sales invoices

    No description provided
    almost 2 years ago in Document storage / Paperless office 3

    Purchase Invoice - APPROVAL

    Currently, we print the invoice to have approved, dated and nominal coded and then enter manually onto SAGE. We need a system in SAGE for the manager to approve the invoice and code, and then it can be stored on SAGE too, without using external so...
    10 months ago in Document storage / Paperless office 0

    Add a scanned document to a Customer Invoice within the Sage Software

    I would like to be able to attach a scanned time sheet to our sales invoices. Could this be facilitated? Currently I do this in Outlook before emailing the Invoice but it would be useful to be able to view the attachment on Invoices after the even...
    over 3 years ago in Document storage / Paperless office 1

    Allow all users to view my attachments in Projects

    Hello In Projects, I'm saving PDF documents in the memo folder, but no one else on the team can see them. Is there a way that you can make them visible to every one when they look in the project ? Regards Helen
    about 4 years ago in Document storage / Paperless office  / Projects 0

    Import documents Customer purchase order and supplier invoice and attach to our POs and SOs.

    We haver to maintain a separate paper record of customer incoming orders, or more usually they are PDF docs attached to an email. Same for invoices arriving from suppliers. Our suppliers and customers are paper free, so why not Sage? We need the c...
    almost 4 years ago in Document storage / Paperless office 0