Sage 50 UKI Ideas Portal

2 Vote

Facility to link a Direct Debit customer to a second invoice style - which would advise them that this amount will be collected by DD 30 days from date on invoice

A customer who pays by DD currently gets the same invoice layout as a non DD customer. If the system had the facility to link an active DD customer automatically to a slightly different invoice format - where it is highlighted that they are DD cus...

Created 19 Sep 12:40

Invoices and credits

0
2 Vote

i would like an feature added to sage what restricts any amount of discount applied to certain products.

I think in the product page when adding the product have a box for ticking if its a non discount product.

Created 12 Sep 11:01

Invoices and credits

1
5 Vote

Add the Aged Balance to the Invoice and Credits Screen

Customers regularly say then need a copy invoice before making payment. From this screen you could filter the invoices with an outstanding balance and automatically email the copy invoice.

Created 06 Jun 11:04

Invoices and credits

0
1 Vote

Intrastat Dispatches from Sales Invoices

We have just been informed that I need to start running Instrstat Returns right back to the start of the year. Almost all of our Sales go through Sales Invoices rather than Sales Orders. How do I run an Intrastat Report from Sales Invoices? We hav...

Created 04 Oct 14:34

Invoices and credits

0
8 Vote

Show Payments & Credit notes as minus (-) on account

When exporting account activity to excel credit notes & payments are added into total of O/S transactions instead of being deducted.

Created 16 Jan 16:10

Invoices and credits

1
1 Vote

Option to add discount to a Credit Note

We pay by Direct Debit so get discount on our Invoices but if there is a Credit Note then they allocate discount to that. At the moment I have to enter the Credit Note with the discount taken into account but sometimes they do not take it so the t...

Created 30 Sep 14:51

Invoices and credits

0
1 Vote

Product Code for negative values on invoice

I have to enter the same phrase on certain sales invoices for a negative value. Using 'M Message Line' in Product Code column is time consuming. Currently having to memorise an invoice template with this phrase using 'S2 Special item'. Recall the ...

Created 23 Sep 13:07

Invoices and credits

0
70 Vote

Prevent disputed invoices from being paid

Again another potential for thigs to be paid that should not!! Preventing Disputed Invoices from being paid As our business and team grows it is becoming increasingly more difficult to instinctively know which invoices/ suppliers to be cautious of...

Created 13 May 00:00

Invoices and credits

1
65 Vote

Ability to upload invoices from excel

Ability to upload invoices from excel. Items will need certain key fields eg, Product code, quantity etc

Created 09 May 00:00

Invoices and credits / Microsoft Excel

0
1 Vote

Edit posted invoice nominal code in original [memorandum] invoice

Our accounts' CoA was in a mess (with lots of split ranges) after years of ad hoc additions and changing reporting needs. As a result we relaid our accounts moving the nominal codes around and the current invoices were transferred across (the post...

Created 18 Sep 10:53

Invoices and credits

0