Sage 50 Accounts UKI Ideas Portal

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Bank Feed Manage Rules - Editable per transaction before approving

We set up Rules in Bank Feeds to speed up the reconciliation process but currently there is no ability to edit the reference or details of that transaction before approving it. Being able to use the same rule, for example during bank payments for ...
about 4 hours ago in Bank feeds rules

Access rights per bank account

We do not give access to Sales ledger for those users who are in Purchase ledger and vice versa, so why can we only give user access to ALL or NONE when it comes to bank accounts. Some users only need access to limited bank accounts. When it comes...
about 5 hours ago in Access rights / Users

Allow Clear Audit Trail to remove transactions from the previous financial year

Since upgrading to Sage 50 v34, the Clear Audit Trail function will no longer allow transactions from the previous financial year to be cleared. Only transactions dated before the start of the previous financial year can now be removed. For busine...
about 9 hours ago in Maintenance

Nominal Ledger with Balance Brought Forward in NO-MERGED-CELLS Excel format

No description provided
about 14 hours ago in Nominal

Extract a list of Users

It would be beneficial to be able to extract a list of users from Sage onto Excel so it can be passed to 3rd parties.
1 day ago in Access rights / Users

Create a simplified version of report designer

Most small companies don't use the huge functionality of report designer. Quotes Proformas Invoices Statements These are so clumbersome to modify. Just a simple start page with the companies details and logo and then sage can create the most popul...
4 months ago in Reports / Layouts - Creating / Amending Idea Accepted - Gauging Support

More custom fields in all areas

As business grows Sage needs to grow. The ability to have more custom fields - possibly in it's own area where you can put some information and call it up in a report or calculation. For example, I am FSC registered - it MUST appear on Invoices an...
about 1 month ago in Defaults / Settings Idea Accepted - Gauging Support

Adding PAID to Sales orders & Invoices

Having a PAID tab at the top stating an invoice / sales order has been paid would be a great feature. We work off numbers rather than customer names - to find out if something has been paid you need to find the customer details and then scroll thr...
4 days ago in Sales orders

Customer PO field added into account

Hi, When on the customer account i can see the transaction number, type date, due on, ref, exchange rate, details, amount, O/S Debit and credit. But not the customer PO/ when they call and they want to know what order it refers too I will need to ...
5 days ago in Customers  / Invoices and credits / Sales orders Idea Accepted - Gauging Support

Recording a Visa receipt against a projects and a cost code.

When recording a VR you can allocate against a project code but not a cost code which means from a reporting perspective their will be inaccuracies and you wont be able to have full accurate visibility. As a work around currently you must record a...
5 days ago in Bank / Projects Idea Accepted - Gauging Support