Sage 50 UKI Ideas Portal

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 10:06

Charitable funds / Charities

0
1 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 07 Oct 11:37

Charitable funds / Charities

0
2 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 10:50

Charitable funds / Charities

1
1 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 09:14

Charitable funds / Charities

0
3 Vote

To allow charities funds to be sub-categorised for multiple funds.

As a charity with more than one fund within each category (General, Restricted, Designated) because our money does not just go into one pot, we require the facility to analyse all our funds separately (and in line with Charity Commission rules) bu...

Created 22 Jan 10:51

Charitable funds / Charities

3
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 18:14

Charitable funds / Charities

0
1 Vote

Charity Review

Charity Funds and Departments could work much better together. The whole system doesn't make accounting for Charities very easy. It could do with a review and update.

Created 13 May 11:08

Charitable funds / Charities

0
1 Vote

Option on supplier and customer batch invoice screen to provide charitable fund & Department to payment or receipt

When adding batch invoices there is currently an option to assign a charitable fund and department to each invoice but if using this screen for payment you cannot assign the fund or department here. It would be helpful if these could be assigned t...

Created 20 Nov 10:32

Charitable funds / Charities

0
1 Vote

Funds Type

At Present SAGE 50 only allows you to have Restricted, Unrestricted & Endowment Type of Funds. For Charities, we need as well Designated Funds, they are completely different to the previous three and must be reported to the board.

Created 27 Oct 07:46

Charitable funds / Charities

0