Sage 50 UKI Ideas Portal

3 Vote

CONVERT QUOTATIONS TO A PROFORMA

If a customer wants to proceed with a quotation and it gets marked as won it automatically goes to a sales order or invoice but we have no way of identifying if they have paid or not. It needs to have the proforma option.

Created 04 Mar 15:02

Quotations

0
3 Vote

Net Value Discount on Purchase Orders

If a large order has a discount applied, you have to manually divide the discount by each line and go into every line to set a discount.

Created 01 Mar 10:26

Purchase order

1
5 Vote

Delivery email address on sales orders

Hi, At the moment one can pickup the delivery address on the sales order but to get the accrual delivery address printed on the delivery note one has to go through the settings on the customer record and change the options. Imagine you are a manuf...

Created 24 Oct 23:00

0
2 Vote

Prevent non Capital & Reserves nominals (of the current/default CoA) being selected as a Charitable funds reserve nominal

It is possible (in Version 28.1) to choose any nominal as the reserve nominal for a fund, including a P&L nominal! This should NOT be possible. Once a transaction for that fund has been posted to the reserve nominal it is impossible to change ...

Created 31 Oct 10:06

Charitable funds / Charities

0
3 Vote

Stripe payment links

At the moment in the 'Customers' module, when you click the 'Request card payment' icon it automatically generates an Elavon-Opayo link. We have recently switched to Stripe and need it to generate Stripe payment links. This would save a lot of tim...

Created 27 Feb 11:59

Customers

0
6 Vote

SEPARATE SALES INVOICES PDFs

At present if you raise several invoices for the same customer when you come to creating a pdf to email the invoices it will amalgamate all the invoices in one document. However more and more customers now request one email with separate pdfs for ...

Created 17 Feb 00:00

0
7 Vote

Part numbers to allow different descriptions eg Part number description for Sales v part no description Purchases

When we raise Sales orders/invoices the description to the customer can be very different to the description we need to raise a purchase order e.g. prob more technical information on purchase order part description and more purpose of the item on ...

Created 09 Jun 23:00

0
14 Vote

Provide the facility to issue Receipts when receiving money from customers

Provide the ability to acknowledge receipt of money in the same way that a payment of money can be confirmed with a remittance advice.

Created 07 Sep 00:00

0
1 Vote

Change dependency on 'Buy/Sell' button

Currently a user needs the physical product code or has to search the products list for the code to enter in a PO. With the Buy/Sell button they can highlight the products in the products/services module and then raise various items i.e SO, PO etc...

Created 04 Jul 13:54

Access rights / Users

0
4 Vote

Put the total invoice amount back at the top right of the Batch Supplier Invoice screen in Sage 50 Cloud Accounts

In Version 29 the total supplier invoice amount isn't now showing in the top right hand corner of the screen. For years it has been. If this is an improvement then its been made by someone who doesn't use the software. If it's got to be at the bot...

Created 21 Jun 23:00

0