Sage 50 UKI Ideas Portal

4 Vote

covert a quote to a pro-forma

we would like to mark the quote as won, and select pro-forma in the drop down box as marking the quote as won raises a sales order. We are having to mark the quote as lost as this does not raise a sales order and raise a new sales order and select...

Created 16 Apr 09:39

Quotations

0
5 Vote

Project Reference option while posting Journals

We are a construction business which has Retentions held by customers. It would be great to have Project Reference option while posting Journals, as it would enable us to track the retentions project wise.

Created 21 Feb 10:27

Nominal codes

0
7 Vote

Please can we have the ability to have more than 1 location per product?

No description provided

Created 31 Oct 15:27

Products and services

1
16 Vote

Customer Receipts

We often receive payments that are paying invoices over multiple accounts. In other software systems there is an option to enter this as one transaction instead of having to calculate which amounts need to be posted to each account by selecting al...

Created 30 Jun 23:00

Customers

0
1 Vote

Being able to print a collection or delivery note for the part allocated items on a sales order

No description provided

Created 13 Sep 10:03

Sales orders

0
7 Vote

Ability to report on custom alerts

I would like to be able to check all custom alerts that have been added to our customers without having to click into each customer individually. A report which shows all custom alerts would be very helpful. Any other ideas would be welcomed if a ...

Created 19 Oct 11:44

Customers

0
1 Vote

Standing Orders

Whenever I take on a new customer for my payroll bureau, I make them set up a standing order for their monthly payments. I know how to send my bank details through my banking app, but I'd like to send an acknowledgement by email (or text) when the...

Created 12 Sep 17:58

Customers

0
4 Vote

More in-depth information on Stock activity

In Suppliers and Customers the bottom half of the Activity screen show more in depth information e.g. the invoices a sales receipt has been allocate against. It would be really useful to have similar information in Products and Services. Currently...

Created 28 Mar 12:01

Products and services

0
1 Vote

Duplicate a Sales Order from the Customer Record/Order Tab

A Purchase Order can be duplicated either through the Supplier Record/Order Tab or the Purchase Order list. It would be useful to us if this could also be the same for Sales Orders so through the Customer Record/Order Tab and through the Sales Ord...

Created 11 Sep 09:25

Sales orders

0
4 Vote

MAJOR ISSUE WITH PROFIT ANALYSIS - WHEN I CHANGE COST ON A PRODUCT IT ALTERS THE PROFIT FROM OLD INVOICES.

No description provided

Created 27 Mar 14:09

Products and services

1