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Make Last Date used the Default Date for the next new entry if F6 copy is not possible
When I need to use Quick Entry for Invoices I have to keep setting the date for each entry – in Sage 50 you could use F6 to copy the previously used date – there is no option I have seen that allows me to either hold the last used date so it is au...
Created 06 Sep 08:57
Automation
0
We're Taking A Look At This
2
Vote
Assign invoice templates to products
We have many products all with different terms and conditions. Every time we pick a particular product we have to copy and paste the relevant terms into the bottom boxes. Would it be possible to have different invoice templates dependant on the pr...
Created 07 Aug 10:29
Automation
0
We're Taking A Look At This
1
Vote
electronic signature of quotations
No description provided
Created 27 Dec 10:50
Automation
0
We're Taking A Look At This
3
Vote
Early Payment Terms
In Sage 50, we had the option to add a discount for early payments Invoice due date is ex 30 days but 2% discount if paid in the first 14 days after the invoice is sent this has been great for customers how take times to payand its better than set...
Created 13 Mar 18:24
Automation
0
We're Taking A Look At This
2
Vote
Search Function
The search function in Recurring invoices and in Products and services is Dynamic which is great. In Invoices, Customers and Suppliers it is not, very annoying. Please make all searching Dynamic
Created 02 Aug 11:46
Automation
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2
Vote
Purchases automation flaws to be aware off
For some reason -it shows a figure say 15 in drafts to approce. I noticed some were missing for a few clients. You actually need to hit more and select all and the rest are there. Very confusing. Also need the credit notes to be uploaded as a matt...
Created 01 Aug 09:11
Automation
1
We're Taking A Look At This
10
Vote
API - Analysis Code missing
I'm sure this is in the pipeline, but much appreciate if you could give us an indication of ETA (even an indication would be great!)
Created 16 May 09:52
Automation
1
Great Idea Currently In The Works
6
Vote
Direct Email of Sub Contractor Monthly Statements (CIS)
Rather than the existing download and manually email method.
Created 01 Dec 14:47
Automation
0
One For The Future
9
Vote
Automatic Depreciation
For an automatic calculation of Depreciation based on Fixed Assets included in the Fixed Assets. This is offered in FreeAgent as standard and would save considerable time for Accountants
Created 07 Aug 07:39
Automation / Processing
0
One For The Future
1
Vote
Enhance Sage's transaction categorization with flexible, multi-condition rules and customizable CSV column integration.
Hello I frequently use the import CSV feature to review my transactions individually. This process is often overwhelming and time-consuming. The 'Rules' tool could be a significant aid in this context. Here's how I envision the 'Rules' tool functi...
Created 08 Dec 13:37
Automation
0
We're Taking A Look At This
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