Sage 50 UKI Ideas Portal

Add the option to " alert" when opening up a customer from the customer tab , and the alert display not just when you raise a sales order or quote especially handy if over credit limit , or have special prices.

Customer - new (insert a/c ref) open - alerts- new - display alert in: (add new field ) customer record

Created 17 May 23:00

0

2 Vote

I'd like to stop a Nominal from being a Bank Account please

As an example, we closed a USD account and opened a new one. We ran down the old one until the balances over the companies were 0 then closed the account in the real world. We were happy to have the nominal on our Bank Accounts list until it was 0...

Created 17 May 23:00

0

4 Vote

Proforma Sales Order process

What would be helpful for our company is when a non account customer places a Sales Order (we would create this as a Proforma Sales Order) and their company needs a Pro-Forma invoice to pay for the goods. Currently I believe there is no way to cre...

Created 05 Nov 00:00

0

1 Vote

Being able to use Batch Reporting for the Aged Debtors and Creditors reports using the filters that we have in place.

No description provided

Created 20 Feb 11:36

Reports / Layouts - Creating / Amending

0

1 Vote

Multi Factor Authentication

Cyber security is essential, this would add peace of mind

Batch Report Automation

Automatically run Batch reports for previous month and email to relevant managers on a set date. For example email the batch sales report to the sales manager on the 10th of every month for the previous month.

Created 20 Feb 11:29

Automation

0

Sage 50 UKI Ideas Portal

Filter by status

Filter by category

Cross Module Processing

CIS Module - Part Payments

Itemised Chase Emails - enable the embedding of a table / other format features

Search Box on Projects & Nominal Codes

Add the option to " alert" when opening up a customer from the customer tab , and the alert display not just when you raise a sales order or quote especially handy if over credit limit , or have special prices.

I'd like to stop a Nominal from being a Bank Account please

Proforma Sales Order process

Being able to use Batch Reporting for the Aged Debtors and Creditors reports using the filters that we have in place.

Multi Factor Authentication

Batch Report Automation

Filter by status

Filter by category

Cross Module Processing

CIS Module - Part Payments

Itemised Chase Emails - enable the embedding of a table / other format features

Search Box on Projects & Nominal Codes

Add the option to &quot; alert&quot; when opening up a customer from the customer tab , and the alert display not just when you raise a sales order or quote especially handy if over credit limit , or have special prices.

I&#39;d like to stop a Nominal from being a Bank Account please

Proforma Sales Order process

Being able to use Batch Reporting for the Aged Debtors and Creditors reports using the filters that we have in place.

Multi Factor Authentication

Batch Report Automation

Add the option to " alert" when opening up a customer from the customer tab , and the alert display not just when you raise a sales order or quote especially handy if over credit limit , or have special prices.

I'd like to stop a Nominal from being a Bank Account please