Sage 50 UKI Ideas Portal

2 Vote

Supplier Alerts - We use 2 x difference Nominal Codes for when entering Invoices and would like an Alert to prompt us to check which nominal codes to use on entering invoices.

We have a Supplier that we use 2 x difference Nominal Codes for when entering Invoices and would like an Alert to prompt us to check which nominal codes to use on entering invoices.

Created 28 May 11:26

Suppliers

0
3 Vote

Stripe payment links

At the moment in the 'Customers' module, when you click the 'Request card payment' icon it automatically generates an Elavon-Opayo link. We have recently switched to Stripe and need it to generate Stripe payment links. This would save a lot of tim...

Created 27 Feb 11:59

Customers

0
4 Vote

Supplier Quantity / Unit of Sale correction

We're implementing purchase ordering for the first time, having used the stock control for many years. We issue products to our Production Team in different quantities than we buy. There is a field in the Product Details that handles this, namely ...

Created 24 Nov 10:45

Products and services

0
8 Vote

It would be helpful is both Supplier and Customer accounts offered a merge option

It would be helpful is both Supplier and Customer accounts offered a merge option. This is needed so not to lose track of historic transactions.

Created 09 Nov 00:00

Customers / Suppliers

0
2 Vote

In screen view of an invoice/purchase or sales order

This would be beneficial because more than one user at a time could see the data. For example I am on a call with the sales team talking about an invoice and we both want to click it open and see the detail better to discuss it but only one person...

Created 21 May 10:18

Ledger

0
10 Vote

Factored Customers

What field can I use that will show up on invoices and credit screen whether a customer is factored or not? I had used the additional field analysis 1 but that doesnt work. I want to easily identify from the invoices/credit screen a factored customer

Created 24 Apr 23:00

Customers

0
1 Vote

Product Line items on sales invoices created from Sales Orders NOT to collate altogether on one line in the detail column in the customer account. Need only the Description header

I wanted to start using the sales order module to create sales invoices instead of manually creating invoices each time. The fact that the products do not need to be input every single time is fantastic. Saves time in having to add in the header i...

Created 21 Aug 13:14

Invoices and credits

0
3 Vote

Add field to Project Activity to indicate transaction has been charged

Add a field to indicate that a cost processed to a project has been charged to the client. Ideally some form of batch entry screen to show uncharged items (filtered records) with a tick box indicating a transaction has been charged

Created 12 Feb 15:32

Projects

0
1 Vote

Filter Invoices by Order Number

The filter list of fields does not include Sales Order number It is available on the list headings

Created 20 Aug 10:12

Invoices and credits

0
3 Vote

Product Credit Notes NOT to update stock OPTION

If a credit note is just a price adjustment only - the item(s) should NOT be added to stock quantity. Old Sage had a pop-up question " do you want to adjust stock Y/N - but this has vanished on recent updates. Raising a SERVICE credit will only ad...

Created 08 Feb 13:35

Invoices and credits

0