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Add our own payment system (instead of paypal/stripe)
We have our own credit card payment system provided by our bank (Banque Populaire Val de France) with APIs. We would like to add our own payment url ,in order to accept payments. The fee for paypal/stripe is too high. We want to use our own paymen...
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...
A client want's to have the connect link email. The way to proceed is very har to find on the sit whe it's not propose by the assistant. Also, when I want to send the email, the 'model' is not available, there is a message 'Error'.
ajouter un aperçu avant envoi dans Sage connect comme pour Chorus
Il serait bien d’avoir un aperçu avant envoi dans Sage Connect pour être sur que la facture est ok au niveau de la présentation et d’éviter les erreurs de choix de modèle (je n’ai pas trouver la fonction pour modifier un PDF intégré dans Sage Conn...
Ability to filter invoices issued by specific dates, more than just "today" and "last 30 days"
It seems our invoices don't all upload by end of day, they do however, upload by the next morning. Right now, we can only filter the issue date for "Today" (but not all uploaded) or "Last 30 days" or more. It would be nice if we could filter a spe...
Pour ne pas avoir besoin de jongler tout le temps avec Sage Connect. la base sage100 doit rester la base de référence en priorité pour la synchronisation des contacts FE, et ce n’est pas le cas actuellement, tout du moins pas correctement à notre ...
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
Can we add the account reference to the account look up/ filter screens
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