Sage 50 UKI Ideas Portal

7 Vote

It would be great to be able to convert Quotations directly to a Pro Forma Sales Order

Converting quotations directly to a Pro Forma Sales Order in Sage 50 Accounting can streamline our sales process and enhance efficiency in several ways: Time Savings: Manually transferring quotation details to a Pro Forma Sales Order can be time-c...

Created 24 Apr 12:47

Quotations

2
7 Vote

Enter amounts when doing currency bank transfers

When entering a bank transfer, you should be able to enter both values and have Sage calculate the exchange rate used

Created 23 Apr 10:53

Bank accounts

0
2 Vote

Generate PO from SO exactly as the Sales Order (including text lines and also splitting the quantities rather than adding them together)

As per attached transcript

Created 19 Sep 14:02

Sales orders

0
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
5 Vote

Edit button

Should make it clear if simply editing eg changing/ correcting an error eg from £24.21 to £24.12. Edit & Cancel are NOT the same thing. If the edit is to CANCEL a transaction, it should allow us to enter a narrative/ reason why the transaction...

Created 17 Jun 10:32

Correcting mistakes

3
13 Vote

Attach documents to Sales Orders

Sales Order always have a drawing attached it would be helpful to be in a position to attach the relevant drawing and or customer email to the Sales Order. Attachments are available in Supplier Batch Invoices so why no facility in Sales Orders.

Created 11 Oct 06:07

Sales orders

1
4 Vote

Barcode for Product items

So sage 50 does support barcoding for generating labels / reports etc. However when invoicing / quoting / ordering an item there is no option to add the barcode column and search by barcode. The only way availablt currently up until V30.1 is by cl...

Created 18 Jul 13:14

Products and services

0
2 Vote

Ability to export users profiles for importing into new company

My customer has 25 users all with different partial access. To replicate these profiles in new companies takes a very long time.

Created 18 Sep 13:18

Access rights / Users

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
23 Vote

Be able to post a gross amount received and a charge without having to come out of bank receipts and go into bank payments

I run a set of charity accounts on Sage 50 and with digital giving through a third party am increasingly receiving the net amount into the bank but have to post the gross amount as a donation and the charge as expenditure. There does not appear to...

Created 25 Nov 00:00

0