Sage 50 UKI Ideas Portal

1 Vote

Change quote number after send so when won it matches latest invoice sequence

Currently the quote system is of no use, as if not won an invoice number is missing on month end, and if won it is totally out of sequence.

Created 19 Dec 15:50

Quotations

0
1 Vote

Show Supplier on Nominal Code

When looking at a Nominal Code, the main data you see is a long list of the date of the transaction, the invoice number and amount. It would be great to see the supplier as well, as some codes have various expenses from different suppliers. We do ...

Created 18 Dec 11:17

Nominal codes

0
1 Vote

Customer Records - Memo Details seen by all users

At present if you add any details in the memo, only the user that has been the details can see them. If other users want to see anything they have to sign on with your details. This helps especially when doing credit control and if you send or rec...

Created 17 Dec 07:22

Customers

1
333 Vote

All transaction and record types - Attachment facility

We are thinking of going paperless in April and I have noticed that I am unable to attach a sales invoice to / behind the transaction on V26 or V27. I have spoken to your software support team today and they say it's not available. I find it it re...

Created 15 Mar 00:00

Document storage / Paperless office

4
1 Vote

Allow administrators to be able to delink GoCardless mandates from customers, not just the Manager user.

Seems a bit excessive that only one user account (the Manager user) can delink a customer's GoCardless DD mandate reference, especially when the linking is so clunky and easy to make a mistake. Having to go and request that the Manager user delink...

Created 16 Dec 16:38

Access rights / Users

0
1 Vote

Additional field on transactional trial balance to be able to select the nominal codes to be reported

Where the previous year closing journals have not been posted, it would be so useful to be able to run the transactional TB, selecting just the balance sheet accounts or just the P&L accounts. I want to include b/fwd for the balance sheet but ...

Created 16 Dec 14:50

Reports / Layouts - Creating / Amending

0
1 Vote

UKIMS field on customer record

An additional field on the customer record which holds the UKIMS number.

Created 16 Dec 10:25

Customers

0
2 Vote

Allow attachments to be linked to sales invoices (not batch invoices)

created invoice attached paperwork which was supplied to customer Currently we print the invoice and attached the customer paperwork to it, this will mean no more printing invoices as the customer paperwork will be attached in sage (scanned).

Created 11 Dec 10:32

Invoices and credits

0
5 Vote

Add Description to Deleted Changed Transactions

Being able to put in a description of why a transaction is being deleted or changed would help. Currently if looking back at a deleted item there is no explanation as to why it was deleted (it may have been a duplicate for example) or if a change ...

Created 22 Nov 11:21

Correcting mistakes

0
45 Vote

Make a version of Sage 50 available online

Sage Accounting doesn't have enough features to replace Sage 50 Professional. Sage Inacct is far too expensive to consider. We need an online version of Sage 50 Professional. Currently, the Remote Data access system makes Sage 50 just useable for ...

Created 12 Jan 09:31

Environment / Operating system / Hardware

3