Sage 50 UKI Ideas Portal

14 Vote

Batch Customer Receipt button

In the Bank accounts Tab we have a "Batch supplier payment " button witch saves me so much time. I cant be the only one that wishes for a similar button but for Customer receipts? The way i see it working would be to apply a filter in the Customer...

Created 16 May 00:00

Customers

0
1 Vote

Currency lock i.e. currency and bank on sales invoice to be decided by account currency setting

I have previously used Pegasus Opera, and on this system the currency on both statements and invoices is decided by the account settings on the sales ledger - this also brought in the correct bank details for the specific currency. We already have...

Created 14 Oct 13:42

Defaults / Settings

0
10 Vote

Bank Feeds - one customer receipt covering more than one customer

We regularly receive payment from the head office of a group of companies in one payment. When doing the bank feed it's not possible to split this payment between more than one customer, is there any way change that?

Created 08 Feb 10:41

Bank Reconciliation

1
9 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

1
2 Vote

Fixed Asset -Depreciation Journal -Reference Field

Please can the Monthly Depreciation Journals that are created when running the Month end process (Fixed Assets Depreciation) be referenced with the corresponding 'Asset Reference'. Ideal fields would be either the 'Reference' or 'Extra Reference' ...

Created 06 Aug 10:52

Defaults / Settings

0
14 Vote

Add a scanned document to a Customer Invoice within the Sage Software

I would like to be able to attach a scanned time sheet to our sales invoices. Could this be facilitated? Currently I do this in Outlook before emailing the Invoice but it would be useful to be able to view the attachment on Invoices after the even...

Created 07 May 23:00

Document storage / Paperless office

1
1 Vote

Co Pilot

Adding Co-Pilot to Client Manager varient in Sage.To apply a time frame on when this will be activated if possible.

Created 13 Oct 14:06

Automation

0
1 Vote

Ability to create a sales order direct from a purchase order

No description provided

Created 13 Oct 13:34

Purchase order

0
1 Vote

Easy Way To Remove Cost Codes - Especially cost codes with no activity

No description provided

Created 13 Oct 10:31

Projects

0
8 Vote

Edit button

Should make it clear if simply editing eg changing/ correcting an error eg from £24.21 to £24.12. Edit & Cancel are NOT the same thing. If the edit is to CANCEL a transaction, it should allow us to enter a narrative/ reason why the transaction...

Created 17 Jun 10:32

Correcting mistakes

3