Sage 50 UKI Ideas Portal

16 Vote

Departmental profit & loss reports

I would like to run 1 P&L report showing each department separately. Currently each department P&L report has to be run separately which takes a lot of time when there are 50 department's

Created 31 Jan 15:01

Reports / Layouts - Creating / Amending

0
10 Vote

sort by invoice number on reports instead of sage transaction number & include customer PO number on all reports

It would be helpful if as the default on the reports if data was sorted by invoice number and not transaction number as that isn't relevant to customers. Would save loads of time if the customer PO's appeared on reports also.

Created 10 Jan 11:29

Reports / Layouts - Creating / Amending

1
1 Vote

Include prior year adjustments into the P&L Prior Year report and Trial balance

Currently, when I run the B/F Balance sheet, the B/F reserves number does not match the Net profit in the prior P&L due to prior year adjustments, even though those were posted on the correct date. Similarly, the transactional Trial Balance fo...

Created 26 Sep 11:09

Reports / Layouts - Creating / Amending

0
4 Vote

The option for an Aged debt to be month rather than days

A lot of companies pay there invoices based on the month rather than the date its due. Which for us and a lot of other companies that is fine. However when you do an Aged debt report, it is 1-30 days and 31-60 days etc. Having to options for the a...

Created 15 Mar 09:00

Reports / Layouts - Creating / Amending

1
2 Vote

URGENT please Allow More than one User to send invoices etc attached to Emails with Outlook using Remote Access

We used to have this function using network and anyone could send emails from Outlook, however we upgraded to remote access due to working from home and discovered that only one user can send reports with a pdf attached. If other users send emails...

Created 05 Jul 15:09

Reports / Layouts - Creating / Amending

0
2 Vote

GDN templates

We print our GDN on a bespoke letterheading template. When we want to reprint Sage uses the standard layout and not our specific layout. This needs to be changed because we often have to reprint. We despatch many items and sometimes our customers ...

Created 20 Jun 14:45

Reports / Layouts - Creating / Amending

0
1 Vote

Report Designer encryption functions

MD5 or more modern SHA256 hash function would be useful in the report designer to generate hash values that can be used to secure any links provided in the PDF reports.

Created 23 Aug 10:55

Reports / Layouts - Creating / Amending

0
1 Vote

2 page invoice and sales order

Ideally, allow us to create 2 page sales orders and invoices. This would allow us to put terms and conditions on the back of our sales orders and invoices and help with getting payment from suppliers who say they haven't received our terms and con...

Created 20 Aug 11:30

Reports / Layouts - Creating / Amending

0
1 Vote

VAT code displayed on activity reports

No description provided

Created 20 Aug 10:47

Reports / Layouts - Creating / Amending

0
2 Vote

Project - could a box be assigned to projects that are now inactive/complete

A tick box on a project similar to the box on a customer or supplier. So you may tick if it is completed/inactive. As you cannot delete the project as it has historical data attached. So simply to tick as inactive would be useful.

Created 22 May 11:38

Reports / Layouts - Creating / Amending

0