Sage 50 UKI Ideas Portal

18 Vote

Bank Feeds - Urgent Usability Improvements

Having successfully configured the Bank Feeds feature within Sage 50 Accounts (v26.2.139), it has become apparent to me that the software is not fit for the purpose it is intended to fulfil and requires urgent amendments. I have listed below the i...

Created 03 Mar 00:00

Bank feeds

0
11 Vote

Display Ex.Reference column when you open a supplier activity window

It would be much easier if Ex.Reference column could be viewed alongside the Ref. column on a supplier activity rather than having to click each entry separately and seeing it appear at the bottom of the screen in a split window.

Created 18 Jan 00:00

0
1 Vote

Multi-Company User Management

It would be useful if users could be maintained at both global level and company level - so you could create users from the global level and tick / untick the companies they can access - then have the ability to toggle the usual settings at global...

Created 02 Oct 11:46

Access rights / Users

0
2 Vote

Default Populate the 'reference' field on supplier payment

Many years ago you could default this field. We have supplier accounts that show (BACS) or DD in the reference field, under payment details on a supplier payment. You could update it for each different supplier. This field seems to have disappeare...

Created 25 Jun 10:52

Defaults / Settings

0
10 Vote

Factored Customers

What field can I use that will show up on invoices and credit screen whether a customer is factored or not? I had used the additional field analysis 1 but that doesnt work. I want to easily identify from the invoices/credit screen a factored customer

Created 24 Apr 23:00

Customers

0
8 Vote

It would be helpful is both Supplier and Customer accounts offered a merge option

It would be helpful is both Supplier and Customer accounts offered a merge option. This is needed so not to lose track of historic transactions.

Created 09 Nov 00:00

Customers / Suppliers

0
7 Vote

Option to Edit existing customer reference / number

Surely there should be an option to edit an existing customer's account number / reference ???

Created 15 Feb 00:00

0
4 Vote

A warning statement that appears as you create an invoice

We have over 3000 customers and some insist on having their PO stated on the invoice but sometimes we forget. If there was a field in the customer record or a tick box "This client requires a PO" then the warning would appear when you started to c...

Created 07 Dec 14:20

Customers

3
3 Vote

Printing of a customer receipt when allocating / posting a payment from a customer.

The customer wishes to print a customer receipt from Sage for the payment posted. The fact that they see the function called 'Customer Receipt' they use it to post and allocate payments however expect an actual printed receipt, something they can ...

Created 14 Mar 11:47

Customers

1
4 Vote

Customer Acc Name Search quick find on Sales Invoices

I always used to be able to do a quick search on the A/C box by alphabet letter when creating new invoices. Now I have to click on the list of customers beneath and then do the alphabet search which is an additional step which takes more time. Ple...

Created 04 Dec 14:22

Invoices and credits

0