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Recurring journals
Automatically posting journals each month that are going to repeat (set rules and dates same as recurring invoices), eg depreciation, straight line loan interest, unwinding a prepayment etc. Xero has this, very useful.
Created 09 Jul 09:23
Automation
2
Love This Idea Likely To Be Coming Your Way
1
Vote
Statements - Multiple email
My request, when I press statement run, that it emails all the people in the customer account who I select to be CC'd into the emails.at the moment there is a sub drop down which means only one recipient gets a statement. I can do this if I manual...
Created 04 Jul 21:33
Automation
0
We're Taking A Look At This
56
Vote
Attach invoice copies to statements automatically
The first thing that happens when we send out statements is that clients email back to ask for copies of the invoices. It would be really helpful (and would save a lot of time) if this could happen automatically.
Created 15 Feb 13:29
Automation / Processing / Sales
1
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1
Vote
'Drafts to Approve' Auto Upload Facitlity for Purchase Credit Notes.
I normally upload PDFs of purchase invoices to 'drafts to approve' for AI to scan and auto-populate the entry fields for purchase invoices. I'm surprised that this isn't yet a feature for Purchase Credit Notes, as I have lots and will have to do i...
Created 02 Jul 14:59
Automation
0
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3
Vote
Need to allow credit notes in purchases automation
Hello-when is the purchase automation going to be updated to include credit notes. I have asked for this for the last year and still no update. Its a bit pointless have purchases automation and having to turn around and insert credit notes manaull...
Created 10 May 08:35
Automation
0
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10
Vote
Automatic chasing of invoices when they are not paid online
For sage to automaatically send reminders and late payments for invoices that have not been paid
Created 24 Oct 11:06
Automation
0
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3
Vote
Automatic statement for Aged Debts
This would save 4/5 hours of work as for now, we need to send the customers each of their outstanding invocies manually.
Created 18 Apr 08:15
Automation
0
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2
Vote
bulk inactivate
there should be a way to bulk inactivate customer and/or products and services. place checkmarks on everything you want to inactivate and then click "inactive" and confirm. instead of having to do this one customer and/or product/service at a time.
Created 17 May 15:30
Automation
0
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1
Vote
Report in purchase automation
No description provided
Created 20 Jun 13:38
Automation
0
We're Taking A Look At This
24
Vote
Year end cleardown
Why, oh why can't SBC do a year end cleardown just like Sage 50?! Very time consuming having to do a manual journal.
Created 13 Jan 09:38
Automation
2
We're Taking A Look At This
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