Sage 50 Accounts UKI Ideas Portal

Please note the following Sage 50 Accounts (UKI) Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Sales Invoices & Credits

Deposit Return Scheme (DRS) for the UK - automatically added to an invoice

The Deposit Return Scheme (DRS) will be required from 01/10/2027. Is there a way to add this value to the invoice automatically so the customer can see it when they receive their invoice? I have created a non-stock item for the DRS and added it to...
3 days ago in Sales Invoices & Credits

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...
27 days ago in Sales Invoices & Credits / Sales Orders Idea Accepted - Gauging Support

To add Extra Ref or analysis lines per line entry on sales invoices and purchase invoices on Sage

Please add an extra ref or analysis lines (at least three) on each line entry when creating invoices and credit notes. The Extra ref or extra line analysis will help us enter the booking confirmation number here (most important) and not in the des...
about 1 month ago in Sales Invoices & Credits Idea Accepted - Gauging Support
108 VOTE

Invoices and credits module to have a paid column

Customer would like a column in invoices and credits to show if an invoice had been paid, and for that information to be pulled through from the customer ledger for a quicker smarter way to work
almost 4 years ago in Sales Invoices & Credits

Live View of invoices - split screen of invoice and payments

When the invoices are uploaded, you can click the paper clip to view them but it opens a file and then you have to open the PDF so when doing a supplier payment it takes so much longer to do opening each invoice separately to check it. Having a li...
about 2 months ago in Sales Invoices & Credits Idea Accepted - Gauging Support

Close a period/month end to allow purchase invoices received late to be posted with correct date without effecting a prior period

Any other accounting software i have used you are able to close down sales, purchase ledgers etc and once they are closed nothing will post into these periods.
over 1 year ago in Sales Invoices & Credits

A simple process to add the month to the description on recurring invoices

Other software has a simple option to add an expression that means the month is added to the description on recurring invoices. Sage 50 does not have this option as far as I can see and as I dont have a degree in coding I am not able to go through...
3 months ago in Sales Invoices & Credits Idea Accepted - Gauging Support

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 ...
28 days ago in Customer Records / Sales Invoices & Credits / Sales Orders Idea Accepted - Gauging Support

Unlimited characters in Sales Invoices as there was previously

We require a detailed description on our invoices, which always exceed 120 characters, the work around doesn't work as that section is for internal use only and the details do not appear on the invoice our customers receive. We have used Sage for ...
8 months ago in Sales Invoices & Credits

Make my life easier when reconciling huge supplier accounts

In Supplier payments why not have the credits highlighted in red, as you do elsewhere?
over 2 years ago in Sales Invoices & Credits