Sage 50 UKI Ideas Portal

1 Vote

Mail Monitoring from Sage

I have a customer with a zero balance who claims he has been sent a statement recently. Sage set only to send statements to customers with outstanding balances.

Created 16 Feb 15:16

Email

0
1 Vote

Bank Feeds Rules - Add Ability to Allocate Transactions when rule set to “Review transactions before posting”

Idea relates to Sage 50 Accounts v30.0.171.0 When the ‘Auto Posting’ setting is set as “Review transactions before posting” then where the transaction type is a Customer or Supplier then this should provide the ability to open the transaction and ...

Created 15 Feb 10:53

Bank feeds rules

0
1 Vote

Have an Alert function in Bank Supplier Payment to prompt not to pay a particular supplier

We have some suppliers who are very tardy at sending credits through and sometime the only way to get them is to withhold a payment to them

Created 08 Feb 17:54

Supplier Payments (Modulr)

0
1 Vote

Make hyperlinks clickable in the Ex.Ref field

When integrated with software like Dext, the purchase invoices upload with a hyperlink to the PDF of the invoice; this displays in the "Ex.Ref" field of transactions but currently cannot be clicked on sage. It would be very useful to be able to qu...

Created 30 Jan 11:07

Integration

0
1 Vote

Implementing sage changes via excel

I basically wanted to duplicate a product and have all the same BOM information, but attach a different code. I thought a good way would be able to send the sheet to Excel, copy all the data and paste it rather than manually have to process this a...

Created 29 Jan 16:07

Microsoft Excel

1
1 Vote

Gocardless and Credits

When uploading to GC, if there are any credits on the account, these do not seem to be taken into account and the system only uploads the invoices for collection.

Created 27 Jan 14:17

GoCardless

0
1 Vote

Auto Entry - Accept invoices if not fully matching to PO

At moment Auto Entry will only fulfil a PO if it is a full match and not 1p out. To be able to slightly amend or part invoice a PO would be advantageous

Created 23 Jan 11:55

AutoEntry

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2 Vote

Auto Entry attachments & manual attachments should be available in archives

Attachments disappear if data is deleted after archiving. Whilst auto entry attachments can be crossed referenced, manual attachments cannot. Easy access to all attachments can only be achieved by not deleting data from current company data.

Created 23 Mar 00:00

AutoEntry / Document storage / Paperless office

1
1 Vote

New Bank Feeds Window - Have an option to sort bank accounts by Nominal AND by the Account Name

We have over 30 active bank accounts setup on sage. At the moment accounts are only sorted by the nominal code which is not usefull at all. It would be great if we could sort them by the Account name. It would be much easier to find the relevant b...

Created 20 Dec 15:10

Bank feeds

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1 Vote

Bank feed rule to apply to existing/downloaded transactions

I've linked the bank account and downloaded transactions. There are about 9 transactions which are the same type. I created a bank rule for the first one and expected that it would apply to the remaining transactions. Sage support advised it only ...

Created 20 Dec 15:05

Bank feeds rules

0