Sage 50 UKI Ideas Portal

2 Vote

Update and edit a customer price list ('on the fly') from a sales invoice including adding new products and prices, with user access control.

This would save us a lot of time. All sales and operations would greatly benefit. If the last details saved to a customer account could be retrieved when invoicing, it would eliminate constant checking/editing. A hyperlink to customer history/acti...

Created 22 Oct 09:51

Invoices and credits

0
3 Vote

Copy Invoices to generate a new Invoice with all the same info

This would be ideal, this would save so much time than having to retype all informtion up.

Created 07 Oct 12:58

Invoices and credits

0
1 Vote

Ability to merge both customer and supplier historical data, specifically if either company has merged

I believe a few people have asked about merging customer and supplier details. On occasion companies change name or two companies merge together, it would save so much time if all the historical data could be moved to the most recent name.

Created 05 Nov 12:25

Suppliers

0
2 Vote

Duplicate supplier invoices being flagged without date

Duplicate supplier invoices should be flagged as duplicates without looking at the invoice date as it currently looks at both invoice date/invoice number. I have found numerous duplicates posted in error that the software didn't notify us of becau...

Created 21 Oct 13:18

Invoices and credits

1
201 Vote

Amend Customer or Supplier Account Reference

We have suppliers or customers that change their name and although you can change their name in the name field you are unable to change their actual account reference. This would be useful especially as we have Sage linked to another sys Change cu...

Created 28 Jul 00:00

Customers / Suppliers

4
12 Vote

Copy Button in Check Data

From a webchat agent perspective, it would be handy to have a Copy button within the File > Maintenance > Check Data/Last Results option to allow customers to easily copy and paste any Errors/Warnings to us. At present, they have to either t...

Created 22 May 14:29

Automation

0
9 Vote

Add attachments to BP transactions

You already have the facility to add attachments to PI's, so why not BP's?

Created 04 Jul 13:51

Document storage / Paperless office

1
1 Vote

Match product line cost price in the product activity to the related invoice when raising a credit

Currently, the profit analysis in the invoice record is not accurate. The invoice record uses the cost price included in "Last Cost Price (Standard)" field in the product record. This means that if the product price has changed since the invoice w...

Created 04 Nov 11:07

Products and services

0
3 Vote

CREATING A NEW PRODUCT CODE

When creating a new product the code drops into the list. Previously it would stay at the top so you could select the code you have just created. Now it vanishes into the list and you have to retype the code to select.

Created 01 Oct 10:32

Defaults / Settings

1
9 Vote

Have the ability to undo stock delivered against a purchase order

If an item or items on a purchase order have been received on Sage by accident (e.g. by using the receive all button when not all items on the PO have actually been received or by selecting the wrong PO number and clicking receive deliveries) the ...

Created 20 Jun 10:37

Purchase order

0