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Ability to Reopen and Reapply Open Credits

It would be extremely helpful to have the ability to reverse or reapply an open credit that was mistakenly applied to the wrong invoice. Currently, once an open credit is applied, there is no way to undo the action or move the credit back onto the...
Ashleigh Boyd about 1 month ago in All other suggestions 0 We're Taking A Look At This

several user can be in the same customer ID

It would be nice if several user could be in the same customer ID. There are times one user is trying to post a payment while another user is trying to type a quote or create an invoice. We are not able to do it as the account is locked.
ashley padgett 4 months ago in All other suggestions 0 We're Taking A Look At This

Bank Reconciliation Screen Functionality

The bank reconciliation screen has little to no functionality. It would be great if data in the columns could be sorted by any of the columns. It would make finding transactions much easier
Guest 3 months ago in All other suggestions 0 We're Taking A Look At This

EFT option in AR when posting receipts

AR > Post Receipts > Under payment type, add an EFT option with character spaces to accommodate.
Guest 6 months ago in All other suggestions 0 We're Taking A Look At This

Create an automatic backup utility

Users would like to schedule a time when all users are out of the system to make a backup without user input.
Kim Crabtree almost 2 years ago in All other suggestions 3 Great Idea Currently In The Works

upload copy of invoice when entering the invoice into payables

I would love to be able to upload a copy of the invoice as I am entering it into payables. We often times have to look back at old invoices and that means we are looking up invoice numbers in the system and then having to go back to the filing cab...
Guest 10 months ago in All other suggestions 0 One For The Future

Add a payment method in AR called EFT

Many of our payments are deposited directly to our bank account. I have been using the “cash” option, but it would be better if I had an option that would allow me to void the receipt if I make a mistake on the date or amount.
Kim Crabtree almost 2 years ago in All other suggestions 3 Great Idea Currently In The Works

Ability to link multiple customer sales orders or add notes to a Purchase Order.

As a company who creates purchase orders for more than one customer or sales order, it is difficult to keep track of which sales orders are linked to a PO. It would be great to attach sales orders from the purchase order itself or at least add not...
Kassandra Dorsey 4 months ago in All other suggestions 0 We're Taking A Look At This

be able to reprint a packing slip

It would be nice to be able to reprint a packing slip after the invoice has taken place. There are times when a customer would like a packing slip after the fact as it was lost or someone else needs a copy (without prices) and we have to do a scre...
ashley padgett 4 months ago in All other suggestions 0 We're Taking A Look At This

Voiding a bank transaction voids to a prior month or year

Currently the system voids a bank transaction using the original date of the bank transaction. This will occur even if the setting in Utilities, System Preferences, Allow Prior Month Posting is set to No The system will even post several years bac...
Coleen Graber about 2 months ago in All other suggestions 1 We're Taking A Look At This