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Showing 48 of 48

Selection de plages de dates

Actuellement on ne peut pas sélectionner librement des plages de dates. J'ai besoin, par exemple, de sélectionner mes factures émises sur le 1er trimestre de cette année: cela n'est pas possible. Ou bien sur 2 mois uniquement sans que ce soit un c...
3 months ago in  0 On our roadmap

Date d'échéance de la facture

Bonjour, j'aimerais savoir comment modifier la date d'échéance de la facture car le système indique le même jour que la facture et mon entreprise alloue 30 jours pour effectuer le paiement.
3 months ago in  0 Not at this time

Synchronisation des tiers dans Sage Connect

Bonjour, Ayant plusieurs dossiers de gestion commerciale (un dossier par site de production et chaque site s'occupe de sa facturation client) et une seule comptabilité au siège administratif, nous souhaiterions synchroniser dans Sage Connect que l...
about 2 months ago in  0

Adresse e-mail différente pour envoi des factures et des relances

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...
4 months ago in  0

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...
about 1 year ago in  1 On our roadmap

Link Quotes to the Invoices

Being able to have all related documents to a specific job, including quotes, sales orders, would be very helpful for our customers
3 months ago in  0 Under consideration

refresh

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
5 months ago in  1 Not at this time

Ability to Add Documents to invoice and have on account

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...
9 months ago in  2

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...
12 months ago in  0 On our roadmap

Direct Deposit information should be provided under 'Payment Details'

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...
3 months ago in  0 On our roadmap