All Feedback

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...

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...

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...

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...

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

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...

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP

Edit a template on the automation section for a template with automation engable 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