Skip to Main Content
SUBMIT FEEDBACK

Sage Network

Showing 42 of 42

Related transactions column displayed even when ERP doesnt support allocations.

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...
10 months ago in  0 On our roadmap

Payment Type showing as Unknown

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...
10 months ago in  0 On our roadmap

Contacts/Select Default Recipients

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...
10 months ago in  0 Already exists

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
10 months ago in  0

Templates criteria needs expanding to include other options rather than e.g just account name for customers

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...
10 months ago in  0

Differences in information available on transactions > customers > Customer invoices vs transaction > customers > Customer payments

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
10 months ago in  0 On our roadmap

Change of wording on messages connected with specific transactions

When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...
10 months ago in  0 On our roadmap

Sage Connect - export transactions list comes out as CSV, why not XLS - the button says export to excel

choice of file type that's downloaded
10 months ago in  0 On our roadmap

Sage Connect App - Would like the ability to limit functionality at a user level, specifically the export to excel

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...
10 months ago in  0 On our roadmap

Connect App wording - feedback from EA program tha tthey don't like the wording Invoice presentment

Change the wording to something more simple i.e Invoice generation/ Invoice delivery or allow the user control to change the wording
10 months ago in  0 Not at this time