Sage 50 Accounts UKI Ideas Portal

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Project records

Project View should be able to filter Active and Completed

Where you have the option to view standard view, structure by name or structure by reference it should also include an active/completed view like customers and suppliers have. so that you can make the list clearer and easier to navigate to fine ac...
about 2 months ago in Project records Already Exists

View PDF of supplier invoices in projects

We are adding pdf's of supplier invoices to invoice records, and is visible in the supplier and in the nominal ledger. However they are not visible in projects to our project managers, where it would be available and useful to them.
3 months ago in Project records 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...
28 days ago in Project records Idea Accepted - Gauging Support

Add department/project managers to Projects

We used to have Sage Job Costing linked to our Sage Line 50 Professional but then we had to stop that because you no longer supported it. Would be really good to have this extra section on to Projects to be able to do profit and loss reports for d...
12 months ago in Project records

Ability to add a Project Code on a Sales & Product & Quote or Sales & Product & Invoice

At present it is only possible to select a Project Code on a line item when you are entering a "Service Quote" or "Service Invoice" type document Have had a few requests to have the facility to add a project code when billing a customer for a job ...
about 4 years ago in Project records / Sales Invoices & Credits

Allow all users to view my attachments in Projects

Hello In Projects, I'm saving PDF documents in the memo folder, but no one else on the team can see them. Is there a way that you can make them visible to every one when they look in the project ? Regards Helen
over 4 years ago in Document storage / paperless office / Project records Further Information Required

The ability to load opening balances into the project module

For nominal ledger codes you can load opening balances. Why not for projects. Sage is not always set up when a company has no projects in process. We are having to set up a completely clean company, because having used sage for for 15 years we hav...
9 months ago in Project records

Project Budgets - input budgets on a monthly frequency

To be able to load budgets at the monthly level per project & cost code, to perform budget v actuals analysis on a monthly basis. The projects module is not fit for purpose without this feature.
over 2 years ago in Project records

Develop Projects to allow amendments to be made rather than having to reverse out transactions & put them back in again.

I am a book keeper & I have been using your software for the last 25 years. I use Sage Line 50 Projects for my biggest client to cost all their individual jobs & have done for many years, since you phased out Sage Job Costing. I would real...
about 2 years ago in Correcting mistakes  / Project records Idea Accepted - Gauging Support

project invoicing

It would be useful to be able to invoice through a project. So the invoice can pick up the customer order number automatically and limit errors on posting invoices to the incorrect job. This was how it worked within Sage Job costing
almost 3 years ago in Project records