Accounting Ideas
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48
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Be able to view all emails that have been sent directly from Sage to a customer without using CC option.
I know that you can CC yourself into an email sent from Sage with invoices, but it would be useful if there was a place in Sage to refer to for all emails that have been sent historically as proof as when someone says they have no received a copy ...
Created 26 Aug 09:29am
Sales
6
One For The Future
43
Vote
Have customer terms to be 30 days from End of month rather than just number of days
No description provided
Created 10 Nov 01:41pm
Sales
3
One For The Future
39
Vote
Customer statements
I currently have 45 pages (100 per page) of customers and going through each page to find out who to send a atatement to is very long winded. A filter (not just CIS) to customers owing or unpaid would help considerably
Created 24 May 09:00am
Sales
3
One For The Future
38
Vote
Ability to exclude Main Contact Name from sales invoice
At the moment if you have added a main contact name to the customer record, this name automatically appears on the sales invoice. I do not want the contact name to appear on the invoice but I need to know the name of the main contact. There should...
Created 28 Jul 02:58pm
Sales
3
One For The Future
32
Vote
Customise description of Invoices on Customer Statements
At present it is possible to change the wording of the document description on sales invoices e.g. Fee Invoice instead of Sales Invoice. This does not carry through to customer statements. Calling all invoices "Sales Invoice" on the statement is i...
Created 8 Aug 12:24am
Sales
1
One For The Future
31
Vote
Has a statement been sent to the client
It would be really useful if there was a record showing if a statement has been sent to a customer. Currently get this in SAGE50
Created 21 Oct 10:46am
Sales
0
One For The Future
28
Vote
Colour code invoice status
To make it easier to see if invoices are paid or unpaid, it would be good to indicate with colours, like green & red
Created 10 Sep 10:30am
Sales
2
One For The Future
21
Vote
Calculate VAT button
When you are doing a quick entry for sales invoice on the sage iCloud there isn't an option like to calculate the VAT for you (as on other versions of sage). This would be really helpful when inputting sales invoices that are already inclusive of ...
Created 14 Sep 09:06am
Sales
0
One For The Future
20
Vote
Fomatting of text in invoices
Would be useful to be able to underline or bold text for example. Change the colour etc.
Created 3 Nov 12:41pm
Sales
0
One For The Future
20
Vote
Merge Contacts
We have issues where the same customer has multiple customer accounts. We would love the ability to merge contacts, or able to reissue migrated invoices, so we can delete one of the accounts.
Created 14 Dec 03:12pm
Sales / Setup - Navigation - Lists - Usability
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One For The Future
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