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Showing 23 of 23

'Credit memo' name is not common accounting language in the UK

The name 'Credit memo' is not used in the UK. In the UK these items are referred to as 'Credit note' and has been commented on by several partners during early adopter program.
21 days ago in  0 Under consideration

No filtering on Transactions / Customer Payments view

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...
28 days ago in  1 Under consideration

Customers full transaction download with item allocation

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...
19 days ago in  0

More automated email reminder options

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...
19 days ago in  0 Under consideration

Allow customer segmentation.

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 ...
19 days ago in  0 Under consideration

Amount overdue not taking into account credit notes and receipts

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...
21 days ago in  0

Related transactions column displayed even when ERP doesnt support allocations.

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...
28 days ago in  0 Under consideration

Payment Type showing as Unknown

Feedback from partner on Sage 200. Transactions / Customer Payments View - column for Payment Type shows as Unknown. Partner believes that this should show as wither Receipt or payment. Their opinion was that the use of the word Unknown was unprof...
28 days ago in  0

Contacts/Select Default Recipients

If the default contact from Sage desktop product doesn't have an email address, its not possible to tick them as being a default recipient. This differs from additional contacts without an email address, who have a cross in the checkbox and toolti...
28 days ago in  0

Automation is on by default, should this not be off to allow the customer to select

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
about 1 month ago in  0