Sage 50 US Ideas Portal

1 Vote

ACH info in Vendor Maintenace

Customer and Vendor maintenance files should be close to same for financial transactions. Banking information should be available in both areas.

Created 18 Sep 14:37 by Accounting Crossroads

Vendors and Purchases

0
1 Vote

Make it easier to create separate shipping address as a permanent form for customers. Hate having to enter the same shipping address every time.

No description provided

Created 16 Sep 21:09 by pfrederickllc pfrederickllc

Customers and Sales

2
3 Vote

Avoid entering transaction before the reconciled date.

No description provided

Created 11 Sep 17:24 by Matteo Nozza

Banking and Account Reconciliation

0
1 Vote

Invoice Form Auto Selected by Customer Type

Currently it defaults to the last form used. This creates human errors. Client types should be able to be used benefically in this manner and elimate possible errors.

Created 10 Sep 15:27 by Accounting Crossroads

Customers and Sales

0
1 Vote

In recieve money sort by invoice number

It makes more sense to be able to process and properly apply payments when we can follow the method the customer pays in...by invoice number.

Created 10 Sep 15:21 by Accounting Crossroads

Accounts and General Journal Entries

0
3 Vote

Ability to change autofill lists.

For example, a mis-typed city name makes it more likely that you will choose that option from the entries moving forward or require you to enter extra characters than you otherwise would. I don't know that it wastes a lot of time, but it certainly...

Created 15 Aug 18:25 by RICHARD GRIFFITH

General Ideas

0
14 Vote

It's really important to leave 3 years open instead of two. For instance, Workers' comp and liability insurance doesn't always run in the last calendar year. Example it's 3/28/25 and I'm doing my report for 10/1/23-9/30/24 because the insurance auditors are running be hide. I realized I coded the wrong expense category a 1099 employee. Would be so easy to fix if 3 years where open...!!! This is not acceptable that I can't easily make this change. It doesn't affect any numbers only a shift in expense codes.

NOT HAPPY

Created 28 Mar 19:26 by Debbie Harris

Accounts and General Journal Entries

0
1 Vote

Enable Attachments to Credit Memos

During the yearly audit - we have to provide support for all selected transactions through out the year the audit year. We are able to supply the support easily as every transaction in Sage has the support attached. Unfortunately - the customer cr...

Created 02 Sep 15:53 by Jodi Smith

Customers and Sales

0
1 Vote

Enable Attachments to Vendor Credit Memos

Currently just about every transaction entry situation in Sage has an attachment option - all but the credit memos - which seems odd. So as of now - I enter a notation in the track it section stating that the credit memo is attached in the payment.

Created 02 Sep 15:40 by Jodi Smith

Vendors and Purchases

0
29 Vote

Email Remittance to Vendor paid via ACH

No description provided

Created 21 Feb 20:36 by ammerrit ammerrit

Vendors and Purchases

1