Sage 50 UKI Ideas Portal

6 Vote

Ability to add a Project Code on a Sales "Product" Quote or Sales "Product" Invoice

At present it is only possible to select a Project Code on a line item when you are entering a "Service Quote" or "Service Invoice" type document Have had a few requests to have the facility to add a project code when billing a customer for a job ...

Created 07 Aug 23:00

0
1 Vote

Prevent Duplication of Records

Duplicate records keep appearing. The current workaround of reindexing and compressing data every time it is spotted is not a useful or workable long term solution. If it is because records are being marked as inactive this is a bug that needs to ...

Created 09 Jul 12:27

Bank accounts

1
1 Vote

Opayo - Download receipts - choose whether to allocate to invoice or POA for each transaction not for all

If you could select whether you wanted to allocate for each receipt instead of for the batch this would save unnecessary admin.

Created 09 Jul 09:51

Opayo (SagePay)

0
1 Vote

Link text on bank statement to Customer Account on Bank Feeds

This would ensure more consistency. Also, if it could be 2 step, so instead of allocating as a POA it would go to a screen on bank feed approvals where you could allocate it to the invoices.

Created 09 Jul 09:47

Bank Reconciliation

0
1 Vote

Importing Remits

If the remit could be imported (possibly using AutoEntry as most are PDF rather than Excel) this could save a lot of time.

Created 09 Jul 09:43

Importing transactions / records

0
2 Vote

Bank Feeds Report

To be able to run a report which has unreconciled transactions on it.

Created 19 Feb 12:36

Bank Reconciliation

0
7 Vote

Proper purchase returns function

Can you please add a propert Purchase Returns function, following the same process as a purchase order but in reverse. Currently there is no way to keep track of items that need to be or have been returned to a supplier and are awaiting credit. Th...

Created 17 Mar 00:00

0
6 Vote

Generate PDF Invoices with Invoice Number in the Title

Currently our system generates pdf invoices using our company name as the title. Given the new systems customers are using to manage their supplier payments, it would be useful if pdf's could be generated using, for example, an abbreviation of the...

Created 04 Aug 00:00

0
21 Vote

Allow an invoice to appear on customer activity where the goods are given free of charge

Sometimes our goods are allocated to customers FOC. Currently we have to charge 1p on the invoice so that the invoice appears on the customer activity when updated. Currently the stock ledgers are updated for goods with zero charge but to re

Created 12 Oct 00:00

Customers

0
4 Vote

Get notified when a customer pays via the Stripe "Pay Now" button

I have to refund a customer as GoCardless took a DD payment for an invoice that they'd earlier paid via the "Pay Now" button on the invoice. If I'd had a notification that the invoice had been paid, I could have cancelled the DD payment. Ideally, ...

Created 11 May 00:00

0