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
11 Vote

Credit Notes For Suppliers Should Be The Same As Customers

There should be an function just as customers for supplier credit notes. If a customer returns an item an credit note is made and stock is altered which is great. This should be the same for suppliers. When items go back whether the order is dupli...

Created 12 Jan 00:00

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

Predictive text on Customer Order to prevent duplication

Predictive text within the Product Sales, Customer Order would list all existing numbers or letters already in system when a new Customer number is input and as more numbers are added list would decrease until unique order number is entered. If du...

Created 18 Nov 00:00

Preventing mistakes

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
7 Vote

Grant Manager functions to Users

There are some functions, such as the ability to end an active user session, that are exclusive to the Manager account. It should be possible for special, Manager-only functions, to be granted to user accounts.

Created 24 Feb 00:00

0
13 Vote

Advanced Departmental Budgets - EXCEL to SAGE IMPORT

We operate a number of care homes and as such track their performance through Advanced budgeting. It is very tiring and time consuming to load budgets manually in SAGE for each of the care homes. It will be brilliant if SAGE allows an EXCEL import...

Created 31 May 23:00

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
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
6 Vote

Ability to revalue customer and supplier accounts which are in a foreign currency in a similar manner to how foreign bank accounts are revalued

Ability to revalue customer and supplier accounts which are in a foreign currency in a similar manner to how foreign bank accounts are revalued.

Created 06 Jun 23:00

0