Sage 50 UKI Ideas Portal

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

Convert a customer to a supplier and vice versa

As a business that operates mainly B2B sales we often find that a supplier becomes a customer and vice versa. It would be good if you could select a box in both customer and supplier record windows which would allow you to copy the details from on...

Created 31 Oct 12:09

Customers

0
2 Vote

Future forecasting - 5 year plans

It would be good to have more budgets available for future use for 5 years plans etc, and also to have the associated reporting

Created 26 Oct 11:01

Departments

0
2 Vote

Apple Pay Terminal For Sage Accounts

More customers are preferring to use apple pay over a physical card - we are having to process the receipts individually and allocate them to the accounts. We estimate it would save us approximately 5 hours of extra work per week if the process is...

Created 26 Oct 08:13

Suppliers

0
1 Vote

It would be a useful option for the Manager user in Sage to be able to restrict visual of selected bank accounts

No description provided

Created 10 May 13:08

Bank accounts

1
1 Vote

Enter journal in foreign currency

I dont understand why we are unable to enter a journal in a foreign currency, and apply an exchange rate. This can be done for purchase/sales invoices but journals can only be entered in GBP.

Created 10 May 09:56

Transactions

0
1 Vote

Unallocate foreign currency transactions

It would be really helpful if we were able to unallocate purchase and sales ledger transactions that have been entered in a foreign currency.

Created 10 May 09:55

Invoices and credits

0