All Feedback

The current "Payment Details" section is quite minimal, asking only for the IBAN, SWIFT number, account holder name, and e-transfer information. While this may work for international transfers, it does not fully cover local payment methods, partic...

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...

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

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.

Actuellement, l'envoi des messages pour les factures se fait en utilisant l'adresse du contact principal comme pour l'envoi des relances. Cela pose des problèmes de messages de relance non lus. Pour l'envoi des factures, il faudrait utiliser l'adr...

When you login it would be helpful if there was a refresh button to sync the date and time for when you open Sage Connect

In our settings, we are able to Enter our SWIFT code for wire payments, but not the rest of the necessary information for our customers. Can I suggest that appropriate fields and space are added for this please?

the in-textbox text is incorrect in the banking details page

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...

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...