Bank accounts | Sage 50 UKI Ideas Portal

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Filter in Bank Batch Supplier Payments

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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...

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

Have option to set default Tax code on bank receipts or bank payments. I know there is an option in customer and supplier settings but this is different to bank receipts or bank payments eg If you have supplier default to T1, if you want to make a bank payment for wages, this should be T9 and not T1 which it will default to because of the supplier defaults

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When using bank feeds, have the option to populate the details field OR reference field with the details from the bank statement

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Ability to add the 'Ex Ref' extra reference field to recurring bank transactions

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Prevent Duplication of Records

Duplicate records keep appearing. The current workaround of reindexing and compressing data every time it is spotted is not a useful or workable long term solution. If it is because records are being marked as inactive this is a bug that needs to ...

Display total amounts for recurring bank feeds in the process page

I regular use the recurring items in bank accounts, whilst on the initial page it shows you the total amounts to be posted when you go to the process page if breaks down the amounts to net and VAT but does not confirm the total amount to post.

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

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E-payments batch number to be stored by data set centrally

The logical option would be for the batch number to be held within the data area, rather than on an individual's PC. That way everyone would be picking up the next consecutive number. It would also then mean that each data set has it's own unique ...

Created 15 Apr 14:16

Bank accounts

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Filter in Bank Batch Supplier Payments

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

Enter amounts when doing currency bank transfers

When using bank feeds, have the option to populate the details field OR reference field with the details from the bank statement

Ability to add the 'Ex Ref' extra reference field to recurring bank transactions

Prevent Duplication of Records

Display total amounts for recurring bank feeds in the process page

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

E-payments batch number to be stored by data set centrally