Sage 50 UKI Ideas Portal

3 Vote

Customer Rebates depending on spend

A rebate scheme to be added to sage, would benefit us massively and I assume other business who also offer their customers Rebates. which are payable after a calendar year. The percentage they receive back will depend on the spend for that year. W...

Created 10 Jul 12:23pm

Customers

1
1 Vote

Option required for 1 payment to be allocated across multiple customer accounts

It would be very useful and efficient for many companies to have the option to enter 1 single payment and allocating across multiple accounts. If many other software companies can do it why can't Sage?

Created 15 Jul 12:29pm

Customers

0
2 Vote

Email / Print customer statement from within Customer Record

It would be useful to be able to email or print a customer statement from within the Customer Record box, rather than coming out and entering all the information into the statement request boxes Could a button be added to the Customer Record (alon...

Created 8 Jul 10:21am

Customers

0
1 Vote

Include Customer/Supplier Account Opened Date

No description provided

Created 11 Jul 10:50am

Customers

1
41 Vote

Schedule monthly statements

Having a facility to produce and send automatically by email. scheduling monthly statements would save time by not having to individually generate and send statements, it will also help with cash flow by making sure required statements are sent an...

Created 23 May 02:54pm

Customers

0 Coming Soon
4 Vote

Customers UKIMS Numbers

No description provided

Created 28 May 09:12am

Customers

0
236 Vote

Amend Customer or Supplier Account Reference

We have suppliers or customers that change their name and although you can change their name in the name field you are unable to change their actual account reference. This would be useful especially as we have Sage linked to another sys Change cu...

Created 28 Jul 12:00am

Customers / Suppliers

4
2 Vote

Delivery Address Notes

Not sure why there are two different delivery notes fields in the Customer Delivery Address Section, but it would save a lot of time if the second one (see screenshot) was added to the Sales Order/Invoice Screen so i can be seen when creating a do...

Created 27 May 03:41pm

Customers

0
4 Vote

Show a running total on Supplier and Customers accounts for all invoices and credits etc.

Invoice 100.00 100.00 Invoice 200.00 300.00 Credit - 175.00 125.00 invoice 135.00 260.00

Created 26 Mar 11:01am

Customers

1
1 Vote

Make new customer entry show in the drop down list automatically and not have to scroll and look for it

I don't understand how entry of a new customer in invoice/credits used to list in the drop down menu automatically and since the update it has stopped working so I have to constantly check that the invoice is going to the correct customer

Created 18 Jun 03:11pm

Customers

0