Accounting Ideas
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Analysis Codes
As in Sage 50 professional it would be good to be able to use the numerical analysis codes when uploading invoices from a CSV file rather than having to type the analysis description i.e Department and the the description .
Created 05 Jan 16:20
Processing / Reporting
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Integration with Shopify
Hello Development Team, It would be fantastic to have a integration capability with Shopify. The idea is, when a successful check out occurs in Shopify it would automatically create the sales invoice in SageOne. This would be a real competitive ad...
Created 20 Sep 11:41
Automation
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Quick access to contact details from invoice screen
Could you show the contact's phone number and email if I hover over their name on the invoice screen? Saves a click!
Created 23 Nov 19:27
Setup - Navigation - Lists - Usability
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Use hyperlinks in signatures.
Everyone uses twitter, facebook, youtube nowadays. We would like to include these links to our signature when posting invoices and other email correspondence through Sage. Currently this is not possible.
Created 25 Aug 08:53
Automation
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Globally change Credit Terms For Existing Contacts
Customers should be able to globally change terms and conditions like credit terms for existing customers and suppliers, especially if they have a large amount of contacts. Also when the terms are changed from an amount of days after invoice date ...
Created 22 Jul 10:17
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The ability to give a reason a quote has been declined
If we could record the reason why a quote has been declined, eg price, competitor quote, not going ahead at all (5 user input fields would be great) then this could be reported on.
Created 09 Jan 20:31
Reporting
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