Sage 50 UKI Ideas Portal

2 Vote

Fund Opening Balances should reflect closing balance from prior year after year end rollover

I have just run our first year end after having upgraded to the Charity Module. During the first financial year I could see the Opening Balances I'd created from our previous year TB and the balance shown represented the current balance of the Fun...

Created 26 Sep 02:52pm

Charitable funds / Charities

0
1 Vote

Allow the total DGAS bucket/tin collections amount to be entered.

One reason for SDGAS is those situations where donors can't be identified, eg a street collection ("bucket/tin collection") where each donor puts their donation and it would be impractical to get their name and address. The collectors are not nece...

Created 14 Jul 04:28pm

Charitable funds / Charities

0
3 Vote

Charity Funds- be able to set up a new fund code in a non sequential order. I.e pick your own number

Recently, we are consolidating/rationalising our unrestricted funds to become more effective and efficient. I wanted to set up new funds but wanted to start at the next appropriate marker (e.g we have 200+ funds so want to start all the new funds ...

Created 17 Apr 10:11am

Charitable funds / Charities

0
1 Vote

For Charitable Funds Module- Be able to change retained earnings nominal code on funds

The charity environment involves complex regulation about what is unrestricted and what is restricted. A few years ago, the Charity I work at underwent an audit in which the vast amount of funds got reclassified as unrestricted. Unfortunately, the...

Created 17 Apr 10:06am

Charitable funds / Charities

2
1 Vote

Charitable fund list to include nominal code related

No description provided

Created 26 Mar 10:34am

Charitable funds / Charities

0
2 Vote

Prevent non Capital & Reserves nominals (of the current/default CoA) being selected as a Charitable funds reserve nominal

It is possible (in Version 28.1) to choose any nominal as the reserve nominal for a fund, including a P&L nominal! This should NOT be possible. Once a transaction for that fund has been posted to the reserve nominal it is impossible to change ...

Created 31 Oct 10:06am

Charitable funds / Charities

0
2 Vote

Add fund to supplier payment bank charges

Every transaction for a charity needs a fund. The blank fund (equivalent to fund 0) is set on the transaction by default and has no way to change it before posting so that the transaction of the bank charge has to be edited after posting. It shoul...

Created 7 Oct 11:37am

Charitable funds / Charities

0
3 Vote

Charity discount for Charities Option version

The only version Sage sells with a charities fund accounting option is Sage 50 Accounting.Guess what; this version is not eligible for the Sage foundation discounted pricing.So the only charities version is not eligible for charity discount. Pleas...

Created 28 Aug 10:50am

Charitable funds / Charities

1
0 Vote

Add Charity Fund choice to Service Invoices

It is essential to keep funds in balance to apply a fund number to ALL P&L transactions. However it is not currently possible to choose a fund number when creating a service invoice. Please can this option be added

Created 27 Aug 09:14am

Charitable funds / Charities

0
1 Vote

Add Funds to Product Record under Defaults

Detailed invoices set up as templates to add item lines. Now need to include funds but having to add each fund manually takes time and increases risk for error

Created 13 May 06:14pm

Charitable funds / Charities

0