Sage 50 - UKI | Sage 50 UKI Ideas Portal

Project Codes For All Items In Sales Orders/Product Invoices

We have started using the Projects Module which seems to be working very well other than the fact it is not possible to set up sales orders / product invoices with the relevant project codes, from what I can tell the only ways to do this currently...

Created 24 Oct 23:00

1

2 Vote

Easier Options for Updating Customer Price Lists (that were set up on fixed price)

All of our customers have individual price lists which include each product they take which is specific to them. Prices for each product have always been set at "fixed price" calculation method. The draw back to having all our customers set up on ...

Created 24 Oct 00:00

0

3 Vote

Diary & Communications Screens - Linking to a Sales / Purchase Order / Delivery Note in addition to a Supplier / Customer Account / Assign to several people

Currently entries can only be linked to an account record and assigned to one user. Being able to link to a specific Sales Order / Purchase Order (or delivery note) would enhance this feature as would being able to assign it to several people, or ...

Created 23 Mar 00:00

0

3 Vote

Stop VAT being included in the Foreign Amount and Amount for T18 Purchase Orders in the Purchase Order listing screen as confusing

No reason the VAT should be included in this figure. Currently either have to go into each purchase order or work backwards from the amount. Also confuses the people placing the orders. In fact, ideally the VAT figure shouldn't appear on the purch...

Satago- add attachments/ invoices

Would be good if Sage would allow Satago to add invoices. We create our invoices under invoices & Credits tab in Sage but currently unable to upload these. So therefore I have to attach separately in an email!

Created 13 Oct 23:00

Document storage / Paperless office / Satago - Credit Control

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.

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

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Project Codes For All Items In Sales Orders/Product Invoices

Easier Options for Updating Customer Price Lists (that were set up on fixed price)

Diary & Communications Screens - Linking to a Sales / Purchase Order / Delivery Note in addition to a Supplier / Customer Account / Assign to several people

Record Supplier Proforma / Deposits against Purchase Order

Sage 50 API with GoCardless - Streamlining Collections to Include Credits

Relative date criteria

Stop VAT being included in the Foreign Amount and Amount for T18 Purchase Orders in the Purchase Order listing screen as confusing

Satago- add attachments/ invoices

Email Settings

Un-Submitted Gift Aid Repayment Claims report in Sage

Filter by status

Filter by category

Project Codes For All Items In Sales Orders/Product Invoices

Easier Options for Updating Customer Price Lists (that were set up on fixed price)

Diary &amp; Communications Screens - Linking to a Sales / Purchase Order / Delivery Note in addition to a Supplier / Customer Account / Assign to several people

Record Supplier Proforma / Deposits against Purchase Order

Sage 50 API with GoCardless - Streamlining Collections to Include Credits

Relative date criteria

Stop VAT being included in the Foreign Amount and Amount for T18 Purchase Orders in the Purchase Order listing screen as confusing

Satago- add attachments/ invoices

Email Settings

Un-Submitted Gift Aid Repayment Claims report in Sage

Diary & Communications Screens - Linking to a Sales / Purchase Order / Delivery Note in addition to a Supplier / Customer Account / Assign to several people