Sage 50 UKI Ideas Portal

15 Vote

Better integration with outlook so that when sending emails they go from the specified account.

No description provided

Created 29 Nov 09:36

Email

0
26 Vote

When sending customer statements allow the automatic addition of copy invoices for overdue amounts.

When sending customer statements (for chasing overdue payments) we often get responses 'never received/cannot find etc.' and requests for copy invoices - quite frankly just delaying tactics. It would be really useful if we could simply automatical...

Created 13 Mar 00:00

0
11 Vote

ability to "Copy" addresses form customer and supplier account detail screen - "Past" facility already there!

currently there is the facility to Paste addresses into the customer or supplier Registered address area but it would be very useful to be able to have a Copy facility too. This past facility is also available within the Address & Contacts are...

Created 21 Feb 09:51

Customers

0
5 Vote

Scrap two factor authentication

Everybody would benefit. I have been using Sage for decades without a problem. Why start creating one now? What if I don't have a phone or a phone signal? What if I am at sea and somebody such as my account or in my office wants to log in? What if...

Created 16 Jul 11:58

Accessibility

0
1 Vote

To allow a second telephone number on 2FA - HMRC allow it!

Please allow us to add two numbers to 2FA

Created 24 Oct 13:14

Security

0
3 Vote

Project details & department - assign to whole invoice instead of line by line

We are currently experiencing a high volume of human errors in our invoice entry process, primarily due to the need to manually select the project and department for every line item. It is quite easy to accidentally select the wrong project or dep...

Created 30 Aug 11:48

Invoices and credits

0
11 Vote

Facility to change quotations to proforma

I repair tools, as such we quote on repairs. Every now and then, my customers say great, but can you send it as a proforma. Which means we have tp lose the quote and start again

Created 23 Jan 11:58

Defaults / Settings

0
6 Vote

Add the Aged Balance to the Invoice and Credits Screen

Customers regularly say then need a copy invoice before making payment. From this screen you could filter the invoices with an outstanding balance and automatically email the copy invoice.

Created 06 Jun 11:04

Invoices and credits

0
2 Vote

Being able to attached customer invoices/delivery notes

We are able to attach delivery notes and invoices for purchases so cannot see why this is not possible with sales invoices for customers

Created 25 Sep 07:08

Document storage / Paperless office

0
3 Vote

Answer your phone to existing customer

No description provided

Created 28 Aug 13:51

Accessibility

0