Accounting Ideas

Ability to associate credit notes to relevant transactions (Sales credit note to invoice/receipt) in bank feed

Customers often have receipts which include credit notes being associated in mass allocation. Saves customer having to manually allocate within program and saves time. Have seen more frequent calls on this recently

  • Guest
  • Jan 25 2022
  • Not In Our Plans Right Now
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  • Guest commented
    8 Feb, 2023 01:53pm

    I've been asking for this for months. It takes so long to match payments manually . Such a simple request but apparently it is not even on Sage's lists to do.

  • Guest commented
    14 Dec, 2022 02:17pm

    Actually this is really important - I had a client on the phone the other day as she couldn't do this.

  • Guest commented
    25 Jan, 2022 02:11pm

    Get quite large number of calls on this. Great shout.