Sage 50 UKI Ideas Portal

1 Vote

Cumumative Sales Orders included in Credit Limit Check

In our buiness we are the intermediary. Our customers can place multiple orders at once for different suppliers. In a situation recently we about 10 orders placed by the same customer - all of which were under the credit limit available - therefor...

Created 03 Sep 10:12

Customers

0
1 Vote

Foreign Trader Bug

Warning for changing account status uses mixture of base and foreign currency

Created 30 Aug 14:02

Customers

0
2 Vote

Change the way Oldest Debt (in days) is calculated.

The Oldest Debt (in days) in the customer section currently correlates to the date the invoice was generated, but surely it would make more sense for this to correlate to the date the invoice is due? It would make it easier to know how long an inv...

Created 04 Jun 11:46

Customers

0
3 Vote

Electronic attachments

it would be helpful if electronic attachments appeared on all users instead of entering it on each computer separately.

Created 07 Mar 14:51

Customers

0
4 Vote

A warning statement that appears as you create an invoice

We have over 3000 customers and some insist on having their PO stated on the invoice but sometimes we forget. If there was a field in the customer record or a tick box "This client requires a PO" then the warning would appear when you started to c...

Created 07 Dec 14:20

Customers

3
9 Vote

Add "External Reference" to on-screen Activity; display for Customers and Suppliers and allow customisation (ie. add/remove/move) of the fields displayed.

During input of Purchase Invoices, we record both our internal invoice reference ('internal reference' field) and the suppliers invoice ('external reference' field) reference. When displaying the Supplier activity on screen, currently, only the In...

Created 13 Sep 23:00

Customers / Suppliers

0
3 Vote

Stripe payment links

At the moment in the 'Customers' module, when you click the 'Request card payment' icon it automatically generates an Elavon-Opayo link. We have recently switched to Stripe and need it to generate Stripe payment links. This would save a lot of tim...

Created 27 Feb 11:59

Customers

0
8 Vote

It would be helpful is both Supplier and Customer accounts offered a merge option

It would be helpful is both Supplier and Customer accounts offered a merge option. This is needed so not to lose track of historic transactions.

Created 09 Nov 00:00

Customers / Suppliers

0
10 Vote

Factored Customers

What field can I use that will show up on invoices and credit screen whether a customer is factored or not? I had used the additional field analysis 1 but that doesnt work. I want to easily identify from the invoices/credit screen a factored customer

Created 24 Apr 23:00

Customers

0
3 Vote

Customer Payment Terms

You are currently only able to select between 0-30 on payment terms, some customers may pay on 45 nett or 60 day terms but you are unable to enter on the system to show this.

Created 01 Feb 13:20

Customers

0