Sage 50 UKI Ideas Portal

13 Vote

Allow all users to view my attachments in Projects

Hello In Projects, I'm saving PDF documents in the memo folder, but no one else on the team can see them. Is there a way that you can make them visible to every one when they look in the project ? Regards Helen

Created 08 Jun 23:00

Document storage / Paperless office / Projects

0
12 Vote

In Help & About - add the path to the Reports folder

In Help > About can you add the path to the active Reports folder. This would save having to check the version and whether use data path for reports is enabled and then working out where the reports are stored from there. Benefits- Easier for u...

Created 12 Sep 23:00

Reports / Layouts - Finding Reports

0
1 Vote

'Save' does not shut you out of the document you are working on. Only 'Close' should do this.

I save a sales order, purchase order or invoice, then it takes me back to main page. I want to stay in the document so I can continue working on it.

Created 03 Sep 16:12

Ledger

1
1 Vote

No limit on the number of characters allowed in description boxes for Sales Orders, Purchase Orders and Invoices.

This would be useful because our products have a long description, we cannot guarantee the maximum amount of characters each description has. We brought this issue up 4 years ago and there was no solution, since then we have been using Description...

Created 03 Sep 15:53

Ledger

1
2 Vote

Delivery Address Notes

Not sure why there are two different delivery notes fields in the Customer Delivery Address Section, but it would save a lot of time if the second one (see screenshot) was added to the Sales Order/Invoice Screen so i can be seen when creating a do...

Created 27 May 15:41

Customers

0
10 Vote

Function to clear all 0 balance accounts (payment on account)

Currently all accounts with a 0 balance which have a matching open invoice and payment on account have to be cleared one by one through the customer receipt function. It would be helpful to have a feature which recognises these accounts and matche...

Created 26 Mar 23:00

0
15 Vote

Amend Deliveries - should be called Amend Order because that's all you can do

Why is this button there if you actually can't amend a delivery once it's been completed? It should be called Amend Order because that's all you can do. The ability to amend a delivery should be there as sometimes mistakes are made with delivery q...

Created 09 Nov 00:00

0
1 Vote

Customer records for multiple properties

We deal with Estate Agents, who have many rental properties that we service. Our sales invoices are produced by our engineers using separate software. These are then manually entered into Sage. The account name/address is always the estate agent (...

Created 02 Sep 14:19

Customers

0
1 Vote

AI Document capture for supplier Proforma invoices, then have the option to convert to PI when paid

I would like AI Document Capture to process proforma purchase invoices. I would then like the option in the supplier account to update this to a purchase invoice after we've paid the proforma and received the extra paperwork.

Created 02 Sep 08:56

Suppliers

0
9 Vote

Multiple companies using Sage-allow different colour schemes

I would like to have all companies open but would like them to maybe have a different background theme colour.

Created 25 Jun 23:00

0