Sage 50 UKI Ideas Portal

3 Vote

Personalise the bank account summary screen to individual users depending on seniority. For example, office junior may only have permission to view and reconcile the petty cash account without having access to the main bank account

No description provided

Created 17 Nov 15:28

Bank accounts

1
8 Vote

Customise columns in Nominal Activity field to include Supplier/Customer name

In the Nominal module within the activity section of a code it would be useful to be able add customer/supplier name so you can see at a glance what customer/supplier is making up the balance in there rather than having to run a nominal activity r...

Created 17 Sep 10:59

Nominal codes

2
92 Vote

Invoices and credits module to have a paid column

Customer would like a column in invoices and credits to show if an invoice had been paid, and for that information to be pulled through from the customer ledger for a quicker smarter way to work

Created 20 Oct 00:00

Invoices and credits

2
2 Vote

Allow higher quantity to be received than what it states on the purchase order.

When I am receiving my deliveries there is sometimes a higher quantity received than what I have entered on the Purchase Order. So on my PO it states I ordered 14 but they sent me 20. I would like to be able to enter that I received 20 and it not ...

Created 24 Nov 15:51

Purchase order

0
3 Vote

Applying a email signature to letters

No description provided

Created 11 Nov 15:36

Suppliers

0
7 Vote

Customise AI Document Capture Email

I would like to be able to customise the email address for AI Document capture so that I can send it directly to suppliers. The default email address is quite long and it would be good if it could be simplified. I was able to do this with the auto...

Created 19 Sep 15:38

Suppliers

0
257 Vote

Amend Customer or Supplier Account Reference

We have suppliers or customers that change their name and although you can change their name in the name field you are unable to change their actual account reference. This would be useful especially as we have Sage linked to another sys Change cu...

Created 28 Jul 00:00

Customers / Suppliers

4
15 Vote

Close a period/month end to allow purchase invoices received late to be posted with correct date without effecting a prior period

Any other accounting software i have used you are able to close down sales, purchase ledgers etc and once they are closed nothing will post into these periods.

Created 21 May 11:27

Invoices and credits

0
1 Vote

Column Emailed is checked when sending Email from print menu

In the Invoices and credits window there is a column "Emailed" that checks with a Yes if the Email icon in the top horizontal menu is used. We always email an invoice or customer receipt to our customers using the print menu as we have different l...

Created 05 Dec 09:49

Invoices and credits

0
2 Vote

Able users to post a supplier refund on the Modulr bank

We pay all our suppliers via Modulr and Sage 50 integration. When a supplier refunds us we can't just click the supplier refund button on the Modulr bank account. Its greyed out. We have to do the supplier refund through our main bank account and ...

Created 20 Nov 09:31

Bank accounts

0