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...

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...

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

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...

choice of file type that's downloaded

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...

Change the wording to something more simple i.e Invoice generation/ Invoice delivery or allow the user control to change the wording

The way in which is presented in the portal activity box, your eye is drawn to Customers and then the number not the definition. It would be expected that you see the total number of customer on your summary screen anyway. When you go into my netw...

Customers still request copy invoices so they can see products and services for that specified invoice