Sage 50 UKI Ideas Portal

1 Vote

Additional Custom fields in Project Records & Documents

Had hoped the additional custom fields added in v29 to customers and suppliers would have extended to all documents ie Purchase Orders and Quotes/Sales Orders, Sales Invoices and also Projects

Created 04 Jan 11:57

Projects

0
1 Vote

Recurring Invoices does not save on Analysis fields once created

Once you have created a recurring invoice and saved. Anything you add/change on the three analysis fields will not be saved - Thus is not good as you might want to add something on these fields and have to recreate the recurring invoice - this bug...

Created 21 Dec 12:44

Invoices and credits

0
1 Vote

Customer Remittance Upload Template

No description provided

Created 20 Dec 10:43

Customers

0
1 Vote

allow someone to put a customers account on hold

when a customer is overdue money, being able to stop their account until payment has been received would be ideal. it would save a colleague issuing a quote in error due to not being aware the accounts on stop.

Created 19 Dec 11:19

Customers

0
1 Vote

Version 30 take out the search bar in customers and products on invoices

When you do a product invoice, inserting customer or products in V28 you could press any letter of the alphabet and it would jump to which letter you imputted. Now in V29 when you hit a letter it goes into the search bar. Meaning that now in V29 y...

Created 13 Dec 16:04

Invoices and credits

0
1 Vote

Department option in Project Charges & Credits

You can select a department when allocating a Customer or Supplier Invoice to a project - I also need to be able to select which department when entering a project charge or a credit. eg. an item from stock

Created 12 Dec 14:14

Projects

0
1 Vote

Automatic Settlement Discount calculations

We have a number of Purchase accounts with Settlement discounts that we apply to. Our old system would automatically calculate the settlement discount based on the invoice date and whether we were within these terms, however in SAGE it appears tha...

Created 06 Dec 09:58

Invoices and credits

0
1 Vote

Sales order shipment tracking number

No description provided

Created 05 Dec 09:00

Sales orders

0
1 Vote

Add wysiwyg editor to Service invoices.

When creating service invoices it would be really good to have 2 sorts of invoice line. A Description memo line where there is no quantity. This would have a wysiwyg editor to allow changes in font colour, bold , underline and bullet points. This ...

Created 04 Dec 11:33

Invoices and credits

1
1 Vote

Auto number Purchase Invoice references

When entering invoicing having to have a recording method of the last number used in reference is a little slow going, especially when moving to paperless meaning we will no longer be keeping paper copies to look back at and would allow multiple u...

Created 29 Nov 12:14

Suppliers

0