All Feedback

Feedback from partner on Sage 200. Transactions / Customer Payments view - no way of filtering the list so cannot reconcile back to the balance. They want to see payments that have an outstanding amount. Would expect to see the payments and invoic...

We should be able to set up increasingly 'strict' emails as invoices become more overdue. For on +1 day they receive a nice reminder that they are overdue. +10 days they receive one saying they really need to pay. + 30 days their account will be s...

At the minute we can only select one invoice format, and one set of rules for automation of emails. We have different invoice templates dependant on the type of customer. We also want to send different automated emails. For example a VIP customer ...

Sage 200 partner feedback. The view for Customer Invoices & Payments also has a column for Related Transactions which is always blank. View is if this is not populated should be removed. Sage 200 does not have the allocations piece so for Sage...

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...

When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information

When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...

choice of file type that's downloaded

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...