Sage 50 UKI Ideas Portal

1 Vote

add more characters for ref in PO

users that have their own po referencing

Created 17 Nov 13:34

Defaults / Settings

0
3 Vote

Add a 'Credit Note' to the default email templates so our emails are professional and state Credit Note, not invoice.

When I email a credit note, I wish the email subject and PDF to say 'Credit Note'. All our layouts are customised, and were happy with the company look, except the credit note. The default email layout uses the Invoice layout , so can you please a...

Created 03 Oct 09:52

Defaults / Settings

0
2 Vote

Read Only View of Customer and Suppliers Bank Details

Being able to view but not amend bank details allows checks to be made but without the risk of the bank details being changed. This could be expanded to allow all user rights to be marked as edit or view access as there are likely to be many scena...

Created 24 Oct 14:09

Access rights / Users

0
2 Vote

Batch changing sales & purchase transactions

At the moment, every transaction has to be edited individually and this takes a huge amount of time. Quite often there are groups of transactions which should be moved to the same nominal, so it would save us hours if this could be introduced.

Created 22 Oct 10:17

Correcting mistakes

0
2 Vote

Currency Reval

Would like if Sage could like at the currency reval on Sage 50 as one end has 4 decimal points after STG to Euro exchange rates but the other end has 6 decimals and would be worth fixing to reduce splits. This comment has been made before and woul...

Created 22 Oct 09:13

Sales orders

0
6 Vote

AI Capture should open in a new window, so access to the rest of sage is still available

if i have an invoice with a PO number, i need to check the PO on the system to ensure correct coding etc. at the moment you are unable to navigate around sage when using the AI Capture function. so you need to close AI, go check your info and then...

Created 18 Jul 13:08

Automation

0
11 Vote

TICK BOX TO HIDE COMPLETED PURCHASE ORDERS

It would make it easier to see those purchase orders that are still outstanding. A small tick box, like the customer and supplier inactive tick box

Created 20 Mar 10:40

Purchase order

1
1 Vote

Remove limitation on bank reconciliation balance field

We have a company setup to use Sri Lankan Rupee so the balances can be long compared to UK balances (ie: 1.00 in the UK is 401.92 in SL), so 100,000 would be 40192120.00 in SL and if you have a minus balance this adds a - at the front. Currently w...

Created 14 Nov 11:55

Bank Reconciliation

0
1 Vote

show budget values in a list against nominal codes

No description provided

Created 14 Nov 09:00

Nominal codes

0
6 Vote

Enable converting a quote to a proforma sales order

Not all our customers have credit accounts - but we still win quotes. They then need to pay proforma, so it's not an 'order' straight away. We need it to convert from a quote to a proforma sales order, and then once paid, become a sales order.

Created 11 Jul 12:48

Sales orders

0