Sage 50 UKI Ideas Portal

2 Vote

Turn off automatic duplicating Quote into Sales Order/Invoice

When you make a Quotation in the Quotations tab it automatically duplicates into the sales order (or invoices) tab depending on your setting. It would be handy to turn this off until you mark the quotation as Won and then it would duplicate into t...

Created 15 May 23:00

0
2 Vote

Autofill - Option to turn off

The most infuriating thing i find with date entry in sage is its Autofill. I know you can Delete some or all. But it would be nice to be able to turn this off completely.

Created 15 May 23:00

0
1 Vote

Upload CSV HMRC Monthly FX Rates

Having 5 companies with multi currency - updating the FX rates each month is time consuming.

Created 04 Mar 10:45

Foreign / Cross border sales and purchases

0
3 Vote

Sales order allocation of stock changes

It would be really useful to be able to see the allocation of stock and allocate/ unallocate stock on a line by line basis within a sales order and also select multiple sales orders and un-allocate stock from them in bulk.

Created 20 Jul 23:00

0
3 Vote

Audit trail of Sales Receipts allowing automatic allocating of payment to invoices

We currently use the Audit tail import function to import long lists of Sales Receipts in to customer accounts. We then manually allocate these payments to customer invoices. Now that the group function is available in V28.1, it would be really gr...

Created 20 Jul 23:00

0
3 Vote

Visibility of the user and their actions

Besides creating sales orders and purchase orders Sage does not show which user has done what for example it would be great if when a user does an 'adjustment in' on stock you can see who it was , or if a new customer account is created you can se...

Created 19 Jul 23:00

0
3 Vote

Enter Product Category by typing as well as scrolling

When entering the product category, it would be so much quicker if we could just type the category number instead of only being able to select it with the mouse.

Created 18 Jul 23:00

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2 Vote

Potential Customers

The business I work for often submits quotes to potential new customers, should there be a way of setting up a prospect account for these so you can send quotes and pro-forma invoices out without setting up a new customer each time especially when...

Created 11 May 23:00

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2 Vote

See customers account status in Sales Order list view

A client of ours as requested the ability to see customers account status in the sales order module list view. Aware when creating and drilling in to the SOs it will notify etc but having the customers account status visible in the main module wou...

Created 11 May 23:00

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2 Vote

Project Reference and sub-references to be be available for selection on a Sales invoice for each individual line item when the line has been created by a product code

If it is not possible to do project allocation in Sales then there is no benefit of project analysis. Using batch or imports for Sales invoices does not allow you to use product codes for multiple line billing and allocate invoices to projects. it...

Created 09 May 23:00

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