Need a report on automated emails sent out of Sage.

For the same customer, each invoice can be sent to different contacts/e-mails. The contact (set on the invoice in the Sage Desktop product) must automatically be used when sending messages in Sage Connect.

it will be easier for the business to just connect their bank account to the portal and for clients to pay via the pay now button by cc or others.

If transactions have not yet been allocated in the desktop app, the amount overdue can be overstated. For example, the desktop has the following outstanding transactions, Sales invoice £100 Sales receipt £25 In Connect, the Account balance will sh...

il faudrait pouvoir organiser par défaut le tri des colonnes comme on le souhaite. Je souhaite pouvoir avoir la liste triée par n° de factures dès l'ouverture de SAGE CONNECT. A chaque fois, je dois changer les paramètres.

Est-il possible d’ajouter le numéro du client dans les transactions liées aux clients ?

There needs to be more rules when setting up automated reminder emails to customers. For starters, pro-forma customers are getting the emails through that have a credit limit in sage of £0.00 and the payment terms text as 'Pro-forma' and payment d...

When sending invoices to customers we have to add in an SOV, Stat Dec and WCB Clearance letter. Most customers want this submitted as one PDF. We would like the ability to add these documents to the invoice before sending. Or even to have in the p...

The customers can currently click on an individual transaction and see how it was allocated, but they cant download a full statement showing all items and how they were allocated. They should be able to export everything to excel and see the alloc...

Il fadrait qu’on puisse télécharger les factures fournisseurs réceptionnées, en masse, au format PDF avec l’UBL inclus.