Ledger | Sage 50 UKI Ideas Portal

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...

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...

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...

Automatically create a the remittances per supplier payment and email them to the remittance email on the account.

When using the "Supplier Payment" feature in Sage, there should be a tick box to send an email to the remittance contact on the account. This would either send the remittance to a send an email to one of the emails on the account, or create draft ...

Generate PO from SO exactly as the Sales Order (including text lines and also splitting the quantities rather than adding them together)

As per attached transcript

Facility to link a Direct Debit customer to a second invoice style - which would advise them that this amount will be collected by DD 30 days from date on invoice

A customer who pays by DD currently gets the same invoice layout as a non DD customer. If the system had the facility to link an active DD customer automatically to a slightly different invoice format - where it is highlighted that they are DD cus...

In customer and supplier activity, have O/S Only ticked automatically, instead of having to do this manually every time.

No description provided

Created 17 Sep 09:25

Customers

0

Sage 50 UKI Ideas Portal

Filter by status

Filter by category

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

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

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

Enter amounts when doing currency bank transfers

Quick search in the Customer - Supplier activity

Barcode for Product items

Automatically create a the remittances per supplier payment and email them to the remittance email on the account.

Generate PO from SO exactly as the Sales Order (including text lines and also splitting the quantities rather than adding them together)

Facility to link a Direct Debit customer to a second invoice style - which would advise them that this amount will be collected by DD 30 days from date on invoice

In customer and supplier activity, have O/S Only ticked automatically, instead of having to do this manually every time.