Sage 50 UKI Ideas Portal

3 Vote

Use CoPilot with Server Accounts

No description provided

Created 12 Nov 09:52

Accessibility

1
1 Vote

Column Emailed is checked when sending Email from print menu

In the Invoices and credits window there is a column "Emailed" that checks with a Yes if the Email icon in the top horizontal menu is used. We always email an invoice or customer receipt to our customers using the print menu as we have different l...

Created 05 Dec 09:49

Invoices and credits

0
3 Vote

Applying a email signature to letters

No description provided

Created 11 Nov 15:36

Suppliers

0
92 Vote

Invoices and credits module to have a paid column

Customer would like a column in invoices and credits to show if an invoice had been paid, and for that information to be pulled through from the customer ledger for a quicker smarter way to work

Created 20 Oct 00:00

Invoices and credits

2
7 Vote

Customise AI Document Capture Email

I would like to be able to customise the email address for AI Document capture so that I can send it directly to suppliers. The default email address is quite long and it would be good if it could be simplified. I was able to do this with the auto...

Created 19 Sep 15:38

Suppliers

0
1 Vote

Post Order Notes

We would like to be able to add notes to the order to allow accounts to know if anything is wrong or reasons why invoices against the order shouldn't be paid. we are having to print and handwrite notes so this would save time and money by not havi...

Created 04 Dec 11:16

Purchase order

0
1 Vote

Allow extra bespoke fields to be added to the column picker in the Copilot Debt Management dialogue

No description provided

Created 04 Dec 09:46

Defaults / Settings

0
2 Vote

Warning when allocating payment on account to invoice at a later date

If you allocate an old POA to an invoice but the allocation date is today rather than the POA date this results in a mismatch between the TB figure and the Aged Debtors/Creditors report for the POA date. It is easy to forget (or not know) to redat...

Created 21 Nov 10:16

Correcting mistakes

0
7 Vote

Customise columns in Nominal Activity field to include Supplier/Customer name

In the Nominal module within the activity section of a code it would be useful to be able add customer/supplier name so you can see at a glance what customer/supplier is making up the balance in there rather than having to run a nominal activity r...

Created 17 Sep 10:59

Nominal codes

2
60 Vote

Import data into Sage while other users are still logged in

We would like to be able to import purchase invoices into Sage without all users having to log-out.

Created 19 Oct 11:53

Importing transactions / records

3