Sage 50 UKI Ideas Portal

3 Vote

Display the GDN number on both GDN and Sales Invoice

There needs to be a direct relationship between the GDN and the sales invoice in order to display the GDN number on both the GDN and the sales invoice. This is particularly relevant for part deliveries as it will allow the customer to easily match...

Created 10 Oct 23:00

0
3 Vote

Alternate colour options within Activity pages for Customer accounts and Supplier accounts

I think it would be helpful if we could have gridlines and alternate colours on the activity page of a customer or supplier page so you can easily differentiate the lines on the activity page.

Created 05 Oct 23:00

0
3 Vote

Bank feeds, Rules, supplier payments and other gripes

I'm new to Bank feeds, as I have just been forced to upgrade from a perpetual licence, and Bank feeds was one of the things I thought would sweeten the pill. I set up a few Rules so my direct debit payments can be posted automatically. What a grea...

Created 04 Oct 23:00

0
1 Vote

Email Settings

Currently there are email setting preferences within settings, customer records and individual reports. We need these to be much more cohesive.

Created 14 May 15:52

Defaults / Settings

0
1 Vote

Un-Submitted Gift Aid Repayment Claims report in Sage

I have put in a request to Sage so that the report picks up the Transaction FUND ID instead of the Customer Record Default Fund . This report used to work ok since the upgrade to version 30 something has changed in the report.

Created 14 May 08:20

Reports / Layouts - Creating / Amending

1
1 Vote

Add Funds to Product Record under Defaults

Detailed invoices set up as templates to add item lines. Now need to include funds but having to add each fund manually takes time and increases risk for error

Created 13 May 18:14

Charitable funds / Charities

0
1 Vote

Business Dashboard needs to calculate Cash Balances correctly and maybe add section for stock received not invoiced yet?

The Cash figure in the Dashboard is based on the base balance - could it not instead take each foreign balance and calculate using current exchange rate? Variances caused due to buying/selling GBP are only dealt with when the Foreign Bank Revaluat...

Created 13 May 11:34

Business dashboard

0
1 Vote

Charity Review

Charity Funds and Departments could work much better together. The whole system doesn't make accounting for Charities very easy. It could do with a review and update.

Created 13 May 11:08

Charitable funds / Charities

0
1 Vote

Add Fund Category option to Department Record

Will save time and reduce errors

Created 13 May 10:59

Departments

0
1 Vote

Lloyds Bank - Suppliers bank account name not truncating to 18 chargacters

We have just upgraded to V 30, the beneficiary name is no longer truncating to 18 characters which is required for Lloyds. This is an issue for us as we have a lot of accounts with account names being longer than the 18 chargacters.

Created 13 May 10:35

64-bit

0