Sage 50 UKI Ideas Portal

2 Vote

Multiple issues found with AI Document Capture!

I'm constantly finding AI Document capture to be more of an annoyance, rather than improving my productivity! When creating rules in outlook to forward supplier invoices/credits directly to Sage, the server automatically blocks emails to externa...

Created 04 Dec 10:27

Suppliers

0
3 Vote

Applying a email signature to letters

No description provided

Created 11 Nov 15:36

Suppliers

0
7 Vote

Customise AI Document Capture Email

I would like to be able to customise the email address for AI Document capture so that I can send it directly to suppliers. The default email address is quite long and it would be good if it could be simplified. I was able to do this with the auto...

Created 19 Sep 15:38

Suppliers

0
255 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 00:00

Customers / Suppliers

4
10 Vote

AI Document Capture - Allow extra line items to be added

The AI capture feature for capturing invoices and splitting these by line item is great. It would be beneficial to have the ability to add extra line items manually. This would help when line items are split by department/project code etc. Current...

Created 18 Jun 08:48

Suppliers

4
2 Vote

Attaching the invoice to AI document capture

Needing to attach a supplier invoice when using the AI document capture Being able to come out of the AI document capture to check nominal codes and departments without loosing any information, as nominals change and not defaulted on every invoi...

Created 28 Oct 09:57

Suppliers

0
10 Vote

Supplier Bank Details

We would like to suggest an audit trail function when bank details have changed for existing suppliers -

Created 20 May 09:21

Suppliers

1
98 Vote

Merge Duplicated Supplier Records

"MERGE SUPPLIERS Merge supplier records would be really handy Merge Suppliers Accounts Hello, it would be really useful if there was a wizard where you can merge supplier accounts. This would be helpful due to the amount of companies out there whi...

Created 28 Jul 00:00

Suppliers

0
1 Vote

Writing Off Credit Balances

At present there is an option to write off small underpayments but if an account has a small credit balance then an invoice has to be raised to cancel this amount then manually matched off.

Created 28 Oct 10:35

Suppliers

0
3 Vote

allow supplier remittances for payments made on account

No description provided

Created 01 Aug 08:25

Suppliers

0