Sage 50 UKI Ideas Portal

3 Vote

Assign email fields per invoice / per customer.

The ability to assign email fields per invoice/ per customer would be helpful as some of my customers want their invoices to be send to two different emails, which is possible, but this would require setting up my invoice layout to send invoices t...

Created 06 Mar 00:00

0
5 Vote

Allocate Credit Notes to Purchase Orders

We use Sage 50Cloud Accounts Professional and update Purchase Orders to become Invoices in our Purchase Ledger accounts. We often make returns after the invoice has been updated but there is no way to post the credit note against the PO so when we...

Created 22 Dec 00:00

0
2 Vote

I would like to raise a Sales Order from a Purchase Order

We are Agents, the supplier raises the Invoice to the customer. so our Sales Order is produced after the Purchase Order.

Created 10 Oct 13:09

Integration

0
6 Vote

Chart of Accounts - Adding nominal codes to the COA that do not fit within the Nom code ranges (so appears on P&L in correct place)

It is frustrating that when creating a new nominal code it cannot be placed into the Chart of accounts in the right area due to the fact the nominal code has to be within the To and From range. Is there some way this can be changed allowing odd no...

Created 06 May 23:00

0
4 Vote

Negative products on an invoice

When a customer exchange takes place we have to raise a credit for the returned item and an invoice for the replacement. This disassociates the 2 transactions. It would be useful to have a function whereby you add the returned item as a negative q...

Created 20 Jul 23:00

1
4 Vote

Function to delete products, even if they have transaction history

We have many products codes set up that are no longer used, mostly due to the product being discontinued. The ability to be able to delete these records and their activity would be great

Created 20 Jul 00:00

0
1 Vote

Email Settings

Currently there are email setting preferences within settings, customer records and individual reports. We need these to be much more cohesive.

Created 14 May 15:52

Defaults / Settings

0
1 Vote

Un-Submitted Gift Aid Repayment Claims report in Sage

I have put in a request to Sage so that the report picks up the Transaction FUND ID instead of the Customer Record Default Fund . This report used to work ok since the upgrade to version 30 something has changed in the report.

Created 14 May 08:20

Reports / Layouts - Creating / Amending

1
3 Vote

Grant Manager functions to Users

There are some functions, such as the ability to end an active user session, that are exclusive to the Manager account. It should be possible for special, Manager-only functions, to be granted to user accounts.

Created 24 Feb 00:00

0
1 Vote

Add Funds to Product Record under Defaults

Detailed invoices set up as templates to add item lines. Now need to include funds but having to add each fund manually takes time and increases risk for error

Created 13 May 18:14

Charitable funds / Charities

0