Sage 50 UKI Ideas Portal

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
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
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
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
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
1 Vote

Ability to enter Credit Limits in GBP for foreign exchange customers

Our credit limits are set by insurers in GBP (base currency), Sage is making us convert to currency to enter them on foreign exchange customers. Each time system XR is changed they have to be revisited. Would prefer that there is somewhere in sett...

Created 05 Aug 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
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