Accounting Ideas

Bulk changes to contacts

Users would benefit from being able to make bulk changes to contacts. In Sage 50 this is possible. It's particularly useful for example if a user decided to offer 30 day credit terms to customers - Currently they'd have to change this setting manually for each contact. There's various examples of this, change of default ledger, applying credit limits etc.

  • Guest
  • Sep 14 2021
  • One For The Future
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  • Guest commented
    14 Oct 11:02am

    I would like to suggest changes to client records to enable to be notified of which customer invoices/ statements have not been sent due to incorrect email addresses. Also to be able to change the settings to be copied in to emails in bulk rather than go in to each customer records individually