For the same customer, each invoice can be sent to different contacts/e-mails. The contact (set on the invoice in the Sage Desktop product) must automatically be used when sending messages in Sage Connect.

it will be easier for the business to just connect their bank account to the portal and for clients to pay via the pay now button by cc or others.

If transactions have not yet been allocated in the desktop app, the amount overdue can be overstated. For example, the desktop has the following outstanding transactions, Sales invoice £100 Sales receipt £25 In Connect, the Account balance will sh...

There needs to be more rules when setting up automated reminder emails to customers. For starters, pro-forma customers are getting the emails through that have a credit limit in sage of £0.00 and the payment terms text as 'Pro-forma' and payment d...

The customers can currently click on an individual transaction and see how it was allocated, but they cant download a full statement showing all items and how they were allocated. They should be able to export everything to excel and see the alloc...

Actuellement on ne peut pas sélectionner librement des plages de dates. J'ai besoin, par exemple, de sélectionner mes factures émises sur le 1er trimestre de cette année: cela n'est pas possible. Ou bien sur 2 mois uniquement sans que ce soit un c...

I would like to have a link on my website that goes to the client portal, and if they don't have an account already, they are able to sign up based on the email address they can be matched to their account. Some one is not always available to send...

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

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. ...

The current "Payment Details" section is quite minimal, asking only for the IBAN, SWIFT number, account holder name, and e-transfer information. While this may work for international transfers, it does not fully cover local payment methods, partic...