All Feedback

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

If a user was invited by multiple members of the workspace, I should only see that user once in the invited list of Settings > Users. In my workspace, myself and one other person invited a new user and the user is showing twice on the list desp...

As a user, I would like to be able to see who from the workspace invited a user

When customers see the invoice they get date, amount, invoice number, but no other identifying information. Industry standard is to also show Project / Site Location. Solution would be to allow custom columns / fields to be shown to the customer. ...

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...

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