Sage 50 UKI Ideas Portal

1 Vote

Adding a Special Customer fixed price for a specific quantity

We give some customers a special price for a part if they purchase a specific quantity but the system does not allow us to enter that. it is also useful for purchase orders as our suppliers do the same for us.

Created 30 Oct 13:09

Products and services

0
11 Vote

ability to "Copy" addresses form customer and supplier account detail screen - "Past" facility already there!

currently there is the facility to Paste addresses into the customer or supplier Registered address area but it would be very useful to be able to have a Copy facility too. This past facility is also available within the Address & Contacts are...

Created 21 Feb 09:51

Customers

0
1 Vote

In invoice / credit screen to have a column which shows if you have applied a discount to a line so you can see it when you are invoicing.

by adding a new column to the invoice / credit so when you click new invoice it will be seen in that screen.

Created 29 Oct 14:41

Invoices and credits

0
1 Vote

send text messages

So currently to chase people for payment I have to manually type in their mobile number to my phone and message them, it would be very useful if there was a function in sage that let me text reminders

Created 29 Oct 11:18

Invoices and credits

0
6 Vote

Add the Aged Balance to the Invoice and Credits Screen

Customers regularly say then need a copy invoice before making payment. From this screen you could filter the invoices with an outstanding balance and automatically email the copy invoice.

Created 06 Jun 11:04

Invoices and credits

0
32 Vote

Complete multiple Sales Orders for one Customer to one single Invoice

Good afternoon, It would be incredibly useful to be able to highlight multiple Sales Orders for one customer and complete them all to one single invoice. This would be incredibly beneficial when sending orders overseas where a singular invoice is ...

Created 25 May 00:00

Sales orders

0
3 Vote

Project details & department - assign to whole invoice instead of line by line

We are currently experiencing a high volume of human errors in our invoice entry process, primarily due to the need to manually select the project and department for every line item. It is quite easy to accidentally select the wrong project or dep...

Created 30 Aug 11:48

Invoices and credits

0
3 Vote

Sage direct debits with go cardless bulk rather that each invoice a separate transaction

When doing direct debit through sage and go cardless. What happens is for the month i go into sage customer and request direct debit. Now i highlight the 30 transactions for the month. Request DD. It now does 30 separte transactions for the custom...

Created 27 Aug 11:15

Bank accounts

1
7 Vote

It would be great to be able to convert Quotations directly to a Pro Forma Sales Order

Converting quotations directly to a Pro Forma Sales Order in Sage 50 Accounting can streamline our sales process and enhance efficiency in several ways: Time Savings: Manually transferring quotation details to a Pro Forma Sales Order can be time-c...

Created 24 Apr 12:47

Quotations

2
7 Vote

Enter amounts when doing currency bank transfers

When entering a bank transfer, you should be able to enter both values and have Sage calculate the exchange rate used

Created 23 Apr 10:53

Bank accounts

0