Sage 50 UKI Ideas Portal

2 Vote

Import budget data by department code.

Having to key in budgets by department should be redundant in the 21st century.

Created 04 Aug 14:46

Importing transactions / records

0
7 Vote

Ability to report on custom alerts

I would like to be able to check all custom alerts that have been added to our customers without having to click into each customer individually. A report which shows all custom alerts would be very helpful. Any other ideas would be welcomed if a ...

Created 19 Oct 11:44

Customers

0
1 Vote

Option to add discount to a Credit Note

We pay by Direct Debit so get discount on our Invoices but if there is a Credit Note then they allocate discount to that. At the moment I have to enter the Credit Note with the discount taken into account but sometimes they do not take it so the t...

Created 30 Sep 14:51

Invoices and credits

0
2 Vote

Customer would like ability to Create a bank feed rule prior to downloading transactions

Customer would like ability to Create a bank feed rule prior to downloading transactions. At present New rules will only apply to feeds downloaded after the rule has been created, they are not retrospective. Could we have the ability to create the...

Created 02 Aug 11:41

Bank feeds rules

0
11 Vote

Separate Colour Scheme for each company

Tools > Options > Colour We have 4 companies using SAGE 50 Accounting and as the new version 29 allows access to more than one company at a time we thought it prudent to change the colour scheme on each company to avoid unintentional entries...

Created 15 Feb 00:00

0
2 Vote

Integrate correctly with New Outlook (Released in 2023)

As a company we have been forced to adopt the new Microsoft Outlook due to issues with different devices being locked out of the old version. Previously we sent all invoices, statements etc via email link which Sage swiftly posted in to our draft ...

Created 01 Aug 10:33

Microsoft Outlook

2
2 Vote

Be Able to copy and paste date down on batch invoice/credits

No description provided

Created 31 Jul 10:36

Invoices and credits

1
5 Vote

Purchase Orders to show what supplier invoice numbers have been entered against them

We currently have to keep an excel sheet of all Sage purchase orders, and type into it the supplier invoice number(s) received which relate to that purchase order. Can this show as another field within the Purchase Orders module?

Created 02 Feb 10:17

Purchase order

0
5 Vote

Change quotation status back from won to open or lost

It would be very useful to be able to change a quotation from won status back to either open or lost. For example if a quotation is marked as won in error or something changes sage does not allow you to change the status to anything else you canno...

Created 31 Jan 15:12

Quotations

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2 Vote

Preventing changes to invoices posted before lock date

Currently the lock date is preventing from posting transaction before the set up date, however they can still modify invoice date and change it to future period consequently changing month end balances. As an example, if lock date is set up as 30/...

Created 30 Jul 10:46

Access rights / Users

0