Sage 50 UKI Ideas Portal

2 Vote

Automatically save customer invoices as PDFs

Currently when a customer invoice is sent, say by email there is no record kept of the actual document sent to the customer would be good if the PDF of the invoice automatically linked to the customer record as you can do for purchase invoices

Created 09 Jan 00:00

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3 Vote

stock reporting

it would be very useful to have stock reports generated automatically on a periodic basis, and also automated reports based on stock level alone. the period reports are useful to gain a snap shot for stock take, regular production priority etc. th...

Created 29 Jan 00:00

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2 Vote

E-mail CIS statement

Currently the CIS statement cannot be e-mailed. Your solution in the knowledge base article is to download a version of the statement which has been set up to be emailed. Can you just add this to the program as standard rather than having to go lo...

Created 06 Jan 00:00

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4 Vote

Allow the facility to amend sage capture receipts

Currently when an employee enters a receipt in sage capture the only options are to approve / reject. I have 2 suggestions: Allow employees to upload only the receipt to approvals and let the accounts staff then fill in all of the details to be en...

Created 15 Feb 00:00

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2 Vote

Change alternate line colours on an invoice

The lines on an invoice are the same colour and when crating an invoice with a lot of parts on it its hard to check as you read accross. If the line olours alternate, like they can on the invoice or quote list screen, it would be easier to read /c...

Created 05 Jan 00:00

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2 Vote

Bank feed - Bank Rules 'Details' box missing!

When setting up a Bank Rule - a box needs to be added with what the narrative is for the transaction that shows in the 'Details' box in Sage. Like you currently have for what information that goes in the 'Reference' box. At the moment it is left b...

Created 04 Jan 00:00

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2 Vote

Making the Ex Ref box compulsary as we use this to cost purchase and sales invoices and credits to each job and this could be easily missed if left empty.

Making the Ex Ref box compulsary as we use this to cost purchase and sales invoices and credits to each job and this could be easily missed if left empty.

Created 03 Jan 00:00

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1 Vote

Access issue

The Sales tab in the customer records allows people with restricted access to see details on customers spends, which is one of the area's we were trying to prevent.

Created 14 Dec 17:03

Access rights / Users

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1 Vote

Customer Attachments

Rental Property Companies

Created 14 Dec 13:48

AutoEntry

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4 Vote

Add purchase order payment field

Most of our purchase orders are prepaid either fully or with an initial deposit and subsequent balance payment before goods arrive. Currently we just input the payment in the supplier account which then shows a credit balance but there is no link ...

Created 05 Feb 00:00

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