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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 10:46
Sales
1
Great Idea Currently In The Works
59
Vote
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
1
Love This Idea Likely To Be Coming Your Way
10
Vote
Records of emails to customers
Can we have a record kept of the emails sent to customers from within Sage. I often re send invoices and write a message to go with it. If the 'send a copy to me' check box isnt ticked there is no record of that email being sent or what was in it
Created 15 Nov 10:56
Processing
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We're Taking A Look At This
74
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Page forwards /backwards option at top of page on SAGE ONE Cloud - currently only able to do this from the bottom of each page
Really tiresome having to always scroll to the bottom of the page when a second button at the top would cut scrolling time
Created 28 Sep 16:21
Processing
3
We're Taking A Look At This
1
Vote
month end process
No description provided
Created 23 Apr 13:17
Processing
0
We're Taking A Look At This
1
Vote
Include Customer Company name on Emailed Invoice as well as PDF iNVOICE
Customers complaining as their Company name is not on the original Screen when emailing Invoices just their address
Created 23 Apr 10:32
Sales
0
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1
Vote
You should add an option to bulk change taxes
customer fedback they would find this easier for them
Created 23 Apr 08:09
Processing
0
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4
Vote
sort supplier and customers by outstanding balances owed
would be useful to be able to sort creditors/debtors by outstanding balance. especially useful to see which customers owe the largest amounts, so can focus on getting that money in asap.
Created 29 Feb 16:50
Ledger Management
0
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1
Vote
Add a budget feature to the income and expense ledgers and incorporate a P&L report that will provide comparative actual vs budget
No description provided
Created 22 Apr 22:06
Reporting
0
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1
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Upload purchases from excel csv
No description provided
Created 22 Apr 10:29
Purchasing
0
We're Taking A Look At This
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