Sage 50 UKI Ideas Portal

1 Vote

Search Bar

A search bar for transactions would be great rather than alphabetising and scrolling to find the line item

Created 08 Oct 13:38

Transactions

1
4 Vote

PRINTING A RECEIPT FOR A CUSTOMER WHO REQUESTS ONE IN PDF FORMAT

No description provided

Created 24 Oct 11:06

Customers

0
1 Vote

Add fund to supplier payment bank charges

Every transaction for a charity needs a fund. The blank fund (equivalent to fund 0) is set on the transaction by default and has no way to change it before posting so that the transaction of the bank charge has to be edited after posting. It shoul...

Created 07 Oct 11:37

Charitable funds / Charities

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
6 Vote

Add New to Toolbar on the top of Customer Record

We have just moved to start using the Quotations feature in Sage 50. It seems a glaring omission (and I would imagine a simple fix) to NOT have a "New Quote" button on the Toolbar at the top of a Customer Record page to go along with the "New Invo...

Created 17 Feb 00:00

Customers

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
1 Vote

Intrastat Dispatches from Sales Invoices

We have just been informed that I need to start running Instrstat Returns right back to the start of the year. Almost all of our Sales go through Sales Invoices rather than Sales Orders. How do I run an Intrastat Report from Sales Invoices? We hav...

Created 04 Oct 14:34

Invoices and credits

0
1 Vote

Who received the stock in on the Purchase Orders

No description provided

Created 04 Oct 10:54

Suppliers

0
1 Vote

Have option to set default Tax code on bank receipts or bank payments. I know there is an option in customer and supplier settings but this is different to bank receipts or bank payments eg If you have supplier default to T1, if you want to make a bank payment for wages, this should be T9 and not T1 which it will default to because of the supplier defaults

No description provided

Created 04 Oct 09:31

Bank accounts

0
1 Vote

When using bank feeds, have the option to populate the details field OR reference field with the details from the bank statement

No description provided

Created 04 Oct 09:06

Bank accounts

0