Sage 50 UKI Ideas Portal

2 Vote

Add a create stock transfer button to product shortfall module

We manufacture our own products to sell and we have a final stock transfer to perform as the goods are sold so it would be really useful to run the stock shortfall report and then send all the products to stock transfer instead of generating a pur...

Created 20 Nov 10:41

Sales orders

0
2 Vote

Add a quick email button to invoices

In this day and age, printing invoices is nearly defunct so the quick print button is pretty pointless whereas I would use a quick e-mail button all the time

Created 20 Nov 10:33

Invoices and credits

1
1 Vote

Add Funds to Product Record under Defaults

Detailed invoices set up as templates to add item lines. Now need to include funds but having to add each fund manually takes time and increases risk for error

Created 13 May 18:14

Charitable funds / Charities

0
1 Vote

Business Dashboard needs to calculate Cash Balances correctly and maybe add section for stock received not invoiced yet?

The Cash figure in the Dashboard is based on the base balance - could it not instead take each foreign balance and calculate using current exchange rate? Variances caused due to buying/selling GBP are only dealt with when the Foreign Bank Revaluat...

Created 13 May 11:34

Business dashboard

0
1 Vote

Charity Review

Charity Funds and Departments could work much better together. The whole system doesn't make accounting for Charities very easy. It could do with a review and update.

Created 13 May 11:08

Charitable funds / Charities

0
1 Vote

Add Fund Category option to Department Record

Will save time and reduce errors

Created 13 May 10:59

Departments

0
2 Vote

Allow deletion of data by batch change.

Using batch change you can add or amend data but not remove so the field is blank.

Created 16 Nov 14:29

Customers

1
2 Vote

Invoice Number for a Supplier not allowed to be duplicated

I have noticed that the same invoice number can be processed several times on a supplier account without this being flagged as a duplicate.

Created 15 Nov 18:03

Suppliers

0
2 Vote

Enable Quotes to be converted to Proforma invoices

We use Sage to generate our quotations and once it has been won, we highlight it and 'mark as Won' which turns it into an invoice and drops it into 'Invoices & credits'. We then want to be able to mark that newly created invoice as a Proforma ...

Created 15 Nov 16:46

Invoices and credits

0
2 Vote

Create a customer graph by Nominal Code

We need to provide a customer with a graph of certain invoices on his account. These are entered via different nominal codes. I can create a graph including all invoices and all nominal codes used but I cannot create a graph for invoices posted to...

Created 13 Nov 20:11

Nominal codes

0