Sage 50 UKI Ideas Portal

2 Vote

Prevent non Capital & Reserves nominals (of the current/default CoA) being selected as a Charitable funds reserve nominal

It is possible (in Version 28.1) to choose any nominal as the reserve nominal for a fund, including a P&L nominal! This should NOT be possible. Once a transaction for that fund has been posted to the reserve nominal it is impossible to change ...

Created 31 Oct 10:06

Charitable funds / Charities

0
7 Vote

Carriage charges duplicating on part dispatches

Customers do not always need carriage on every invoice following part dispatches. In most circumstances, they only need it on one invoice. The footer section of a sales order could have a tick box to select if part dispatches occur, to apply carri...

Created 12 Aug 13:53

Sales orders

0
201 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
3 Vote

Copy Invoices to generate a new Invoice with all the same info

This would be ideal, this would save so much time than having to retype all informtion up.

Created 07 Oct 12:58

Invoices and credits

0
2 Vote

Correct VAT Rounding on Sales Orders/Invoice totals

I have a constant problem with sales orders. The VAT is calculated on each product line. However, because the VAT on each line is rounded to 2 decimals, this can give rise to an incorrect VAT total on the overall order. The only way to correct thi...

Created 23 Oct 12:01

Sales orders

0
1 Vote

Add invoice number/date once before updating a (multi line) purchase order

It would be better to have the option that when you select the purchase order and then click update, you can enter the ref (invice number) in once, as well as the date, and it applied to all lines.

Created 08 Nov 15:14

Purchase order

0
1 Vote

WE NEED A WAY TO ADD MORE THAN THREE CONTACTS FOR A CUSTOMER ACCOUNT TO RECEIVE DOCS/STATEMENTS

Either extra email contact fields or an option to use a list on a spreadsheet with each customer account and the email addresses they want to use?

Created 08 Nov 12:23

Invoices and credits

0
2 Vote

Update and edit a customer price list ('on the fly') from a sales invoice including adding new products and prices, with user access control.

This would save us a lot of time. All sales and operations would greatly benefit. If the last details saved to a customer account could be retrieved when invoicing, it would eliminate constant checking/editing. A hyperlink to customer history/acti...

Created 22 Oct 09:51

Invoices and credits

0
2 Vote

Duplicate supplier invoices being flagged without date

Duplicate supplier invoices should be flagged as duplicates without looking at the invoice date as it currently looks at both invoice date/invoice number. I have found numerous duplicates posted in error that the software didn't notify us of becau...

Created 21 Oct 13:18

Invoices and credits

1
9 Vote

Have the ability to undo stock delivered against a purchase order

If an item or items on a purchase order have been received on Sage by accident (e.g. by using the receive all button when not all items on the PO have actually been received or by selecting the wrong PO number and clicking receive deliveries) the ...

Created 20 Jun 10:37

Purchase order

0