Sage 50 UKI Ideas Portal

4 Vote

Printing statements from within specific customer account

why can't we print a statement from within a specific customer account? Frequently customers ask for a statement outside month end - to print just one specific statement is time consuming.

Created 19 Jan 14:04

Customers

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
4 Vote

BOM / Bundled products which look and act similar to a BOM for the client but allow pricing and reporting to be completed at a component level

Bear with me on this on! We breakdown the sales of our goods and services depending on nominal codes set out for each product allowing us to review and report on sales of various different business functions and product areas. I.e. products relati...

Created 17 Jan 11:24

Products and services

3
2 Vote

Supplier Account Number to show on a Remittance Advice

Add in the supplier record a supplier account number - this can be picked up from the remittance for our supplier to recognise their account number, to allocate our payment to the correct account.

Created 18 Jun 10:17

Suppliers

0
5 Vote

Ability to add the 'Ex Ref' extra reference field to recurring bank transactions

No description provided

Created 19 Oct 10:58

Bank accounts

0
1 Vote

Estimate or valuation tab

It would be great to be able to show any variation between the valuation and the invoice, too. Keeping track of valuations on sage, rather than a manual system.

Created 05 Sep 12:32

Invoices and credits

0
1 Vote

Asset class transfer

No description provided

Created 05 Sep 09:21

Fixed assets

0
11 Vote

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

Created 08 Jun 23:00

Document storage / Paperless office / Projects

0
1 Vote

event / history log for reports that have been printed

when i raise a sales order i print off various reports i.e a copy of the sales order to pin to the customers order, I then produce a works order for production to carry out the work required and from time to time the reports go missing and i would...

Created 04 Sep 15:18

Sales orders

0
1 Vote

Recurring Invoices to be emailed to multiple addresses

No description provided

Created 04 Sep 13:04

Invoices and credits

0