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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. ...
It would be useful for the transaction view details to be visible without scrolling across OR to be able to remove display category filters. It is often missed by users that an invoice is part paid and the overdue outstanding differs to invoice am...
In testing for Sage 50 US, there are three fields that are rejected when uploaded to Sage Network.
paymentAmount
unappliedAmount
paymentAppliedAmount
Sage 50 US permits up to 14 digits in these fields and the maximum digits permitted in Sa...
two separate customer accounts have merged together
two of our accounts which have quite different names and account references have merged together. The invoices and activity are from account A but the name of the account is account B, contacts are a mixture of both?
While our customers can download each individual invoice and click our Opayo embedded link, it would be easier to have a link/button to pay the overdue amount when sending out overdue reminders. If it's easier and a straight forward link to pay th...
Feedback on behalf of Sage 50 UK (Ali Alamiri) - discussed here: https://teams.microsoft.com/l/message/19:qyxFvEmHoolm5XBFZveNBB3fo5FQ2a9r6dZuafrwnz41@thread.tacv2/1747125574532?tenantId=3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8&groupId=24081f46-5e...
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...