Sage 50 UKI Ideas Portal

7 Vote

PAYMENT PROMISED REMINDER

When a customer promises a payment that has been recorded in the Communication, ideally if the payment has not been processed by the due date - The system should send a reminder to the user if payment has not been processed by the due. On the due ...

Created 06 Mar 09:54

Customers

0
13 Vote

Batch Customer Receipt button

In the Bank accounts Tab we have a "Batch supplier payment " button witch saves me so much time. I cant be the only one that wishes for a similar button but for Customer receipts? The way i see it working would be to apply a filter in the Customer...

Created 16 May 00:00

Customers

0
2 Vote

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
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
3 Vote

Chase Debt Follow up

At present you must delete a communication to get rid of the follow up date which means you have to delete useful customer history. There should be an option to flag the communication as completed

Created 21 Jun 13:10

Customers

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
9 Vote

Customer Receipt - Show balance

When you enter a customer receipt, would it be possible when you enter a customer in the account box (under customer detail) the outstanding balance shows. For example if I have a receipt of £60 on the bank statement reference JONES but I have 3 c...

Created 21 Apr 00:00

Customers

0
6 Vote

Ability to add a positive line to a Customer Credit Note

We are often required to issue a credit note which needs a positive line for clarity for the customer

Created 18 Oct 12:31

Customers

1
5 Vote

Add Attachment to Sales Invoice

The ability to add an attachment, say a Sales Order or other Customer Requests, say an email to a Sales Invoice

Created 08 Nov 10:05

Customers

0
4 Vote

Printing statements from within specific customer account

why can't we print a statement from within a specific customer account? Frequently customers ask for a statement outside month end - to print just one specific statement is time consuming.

Created 19 Jan 14:04

Customers

0