Browse By Tags

  • Project Module Addition

    Within "Invoices and credits", would it be possible to add "project details" allocation to the product format invoice, the feature is already there under the service format.

  • Number of Invoices added as Customer Field

    It would be good to be able to see the number of customer invoices which relate to the field 'Average Time to Pay'

  • Allow global email settings to be stored on a per company basis.

    Stephen Wade said: Whichever company data set my customer opens, if they go to Email Defaults the same email server settings are displayed, obviously these would then have to be applied to e.g. invoice layouts, but they might not see the folder containing…

  • In batch invoice input after selecting 'save' add in a "Do you wish to post?" box so you can have draft inputs for large batches!

    the way we input invoices we do a large batch at a time and this would work great for that style of input. the box would not harm any other style of input except the means of selecting yes to post.

  • DEFAULT DATE TO BE BLANK WHEN POSTING A TRANSACTION

    Please can Sage50 consider the option to leave the default date blank upon entering transactions to ensure that the correct document date is entered, and not posted as today's date. This will ensure that there are no future transactions sitting in the…

  • Why doesn't stock adjust if its been added to an invoice converted from a Sales Order?

    We raise invoices daily for our customers directly from the Invoice Module and experience no issues with stock adjustments. However today I've noticed that invoices generated from a Sales Order (normally raised from quotes issued), and where we later…

  • Retentions Receivable

    How do I account for retentions receivable please? Do I invoice the customer the full amount and credit the retention value? And then re-invoice the retention value on the due date? What N/C would these go to?

  • Write off Products directly from Credit notes - Particularly for faulty/returned non-saleable items.

    Idea: Make writing off products more simple and automated based on the Credit Note for which they have been raised. If a customer returns items and receives a credit note, allow us to write off the products with a few simple clicks rather than manually…

  • Provide F3 pay in full key on the invoice payment screen together with an update ledgers option.

    Providing a Pay in full (f3) key should enter a payment amount = the total due and also set the allocate payment to invoice. A m update ledgers option would also speed up posting.

  • be able to batch create product/ service invoice

    for the future, I think it would be a great idea to be able to batch create a product/ service invoice, my company currently each month has to manually create service/product invoices, which when you have alot of customers, it gets time consuming and…

  • Ability for users with partial access to edit batch entered invoices from the customer activity screen witout having access to the transaction screen

    Hi all, we would like the possibility for employees without access to the transaction screen, to be able to edit batch entered customer invoices from the customer activity screen. This would avoid having to constantly approach more senior members of staff…

  • Being able to search/filter on Sales Order No. within invoice module

    Currently I can search and filter on every main field EXCEPT Sales Order No? This must be an error, its like that field just hasn't been chosen with all the others for filtering? Could this please be corrected asap please. Thank you

  • Credit Control - Payment due date - English Quarter days

    For those that deal with property income. In customer credit control an option to select in Payment Due - English quarter days. In England, they are Lady Day (25 March), Midsummer Day (24 June), Michaelmas Day (29 September) and Christmas Day (25 December…

  • Tick Box in Invoices and credits - All Records

    I would like to see a tick box at the top of the Invoices & Credits screen - All Records that by ticking will clear all the credits as I find it annoying every time that you have to scroll up all credits to get to the last invoice. i appreciate that…

  • Why and how to avoid: Orders input by other users not showing immediately.

    Problem We have several users who look after sales and purchasing who are in different offices. Often, one user will input e.g. a sale; however, other users cannot see this sale immediately which can result in the sale being input again by another user…

  • [Report Help] Invoice Summary to not take 'Credits' into consideration?

    Hi, I am running a report in the Invoices and Credits section of Sage 50 Accounts Professional. This report gives me the following information: A list of the products sold for that month itemized in alphabetical order The net amount made from…

  • [Report Design] How to show net value of invoices broken down in months

    Hi, What is the easiest way to get my custom report to show a breakdown of net values for invoices by month? See image below for reference: Kind regards, Danny

*Community Hub is the new name for Sage City