Sage 50 UKI Ideas Portal

34 Vote

Chart of Accounts - add two random nominal codes together in a line of our chart of accounts

We would like to be able to add two random nominal codes together in a line of our chart of accounts. Support have said this can only be done where the nominal codes are consecutive, and if they are not consecutive they have to show on a different...

Created 30 May 00:00

2
1 Vote

Import Excel Spreadsheet to Product Invoice

No description provided

Created 23 Dec 10:40

Automation

0
1 Vote

Generate PO defaults

Currently this is set to default to the customer delivery address. This causes us issues when sending POs directly to supppliers as the "deliver to" section of the PO gives our supplier the information for our customer.

Created 23 Dec 09:27

Sales orders

0
1 Vote

Mark quote as won improvements

Having prompts to add a customer order number when marking as won and being able to mark quotes as won from the sales order screen would be beneficial.

Created 23 Dec 09:23

Quotations

0
2 Vote

please put the sent invoices on the communications tab as well as the invoices and credit module

No description provided

Created 22 Oct 10:30

Email

0
2 Vote

Update and edit a customer price list ('on the fly') from a sales invoice including adding new products and prices, with user access control.

This would save us a lot of time. All sales and operations would greatly benefit. If the last details saved to a customer account could be retrieved when invoicing, it would eliminate constant checking/editing. A hyperlink to customer history/acti...

Created 22 Oct 09:51

Invoices and credits

0
2 Vote

Duplicate supplier invoices being flagged without date

Duplicate supplier invoices should be flagged as duplicates without looking at the invoice date as it currently looks at both invoice date/invoice number. I have found numerous duplicates posted in error that the software didn't notify us of becau...

Created 21 Oct 13:18

Invoices and credits

1
4 Vote

Enable entry of fund code (charity module) within bank feed rules

When creating a bank rule within the bank feed module, ensure the rule can include setting a fund code when the charity module is being used.

Created 18 Jun 11:43

Bank Reconciliation

4
5 Vote

covert a quote to a pro-forma

we would like to mark the quote as won, and select pro-forma in the drop down box as marking the quote as won raises a sales order. We are having to mark the quote as lost as this does not raise a sales order and raise a new sales order and select...

Created 16 Apr 09:39

Quotations

0
48 Vote

Ability to add a logo to Sage to use across all reports/invoices/credits etc

Constantly designing reports/Invoices/Sales orders etc is a pain, it would be nice if you could just upload one nice image to sage for it to use across all reports easily. It would also be nice to have a standard set of stationary based on a the

Created 10 Oct 00:00

0