Sage 50 Accounts UKI Ideas Portal

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Automation

    When creating a credit note from an invoice automatically add the invoice number onto a field on the credit note...

    EVERY time a credit note is raised we add the original invoice number. The Credit Invoice option 'knows' what invoice is being credited so could easily add this automatically...
    about 2 years ago in Automation 0

    Purchase Automation automatic invoice attachment

    When you have reviewed and posted your selected transactions it would be helpful if the invoice was automatically attached to the supplier account
    about 1 year ago in Automation 1

    AI doument capture to be linked to purchase orders

    Hi I was hoping the AI capture document could work along side the 'PO section' within SAGE 50. Currently the AI document capture, is only useful where i have ad hoc supplier invoice/non-PO invoice. When we issue POs to a supplier and receipt them,...
    about 1 year ago in Automation 4

    Be able to change the description to match the details before posting the Purchase Invoices using AI Capture

    When posting purchase invoices using AI capture, in the activity of the supplier and transactions section, the description is shown and not the details I put within AI capture. It would be good that the description can be changed before this is po...
    about 1 year ago in Automation 5

    Disappointed with Purchase Automation

    We activated Purchase Automation earlier with great excitement but unfortunately, that excitement didn't last. Uploaded invoices display the filename of the pdf document in the supplier account Details field. We would like it to mirror the descrip...
    about 1 year ago in Automation 1

    Payment On Account Automated Allocation To Invoice/Credit Notes

    Currently the only way to allocate payments on account to invoices/credit notes with £0.00 balances is to go into customer receipt and select each customer account one by one and manually allocate using F3. When you have a large amount of customer...
    over 1 year ago in Automation 0

    It would be useful to attach a supplier invoice through purchase automation

    No description provided
    over 1 year ago in Automation 0

    I would like to send customer statements automatically at the end of every months or the 1st of every months to certain Customers

    No description provided
    almost 2 years ago in Automation 0

    Purchase Orders and Document Capture

    Document Capture is very useful but there doesn't seem to be a way to tell the Purchase Order Processing that the Invoice has been Posted to the Ledger. It also creates a Verification Query on the VAT return saying PO processed but invoice not pos...
    about 1 year ago in Automation 1

    Purchase Automation Error

    When you manually input an invoice/credit the details field and description fields, purchase automation doesn't. So all the hard work Sage has done pulling in the data automatically is lost as the details are not the description. I've tried to cha...
    about 1 year ago in Automation 0