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Printable updated invoice with applied payment(s) and/or finance charges.

We are currently having to save invoices as a pdf to show this detail.
Krys Bevan about 2 months ago in All other suggestions 0 We're Taking A Look At This

PO date is not visible in Purchase Order Inquiry

When you click on a PO there is no PO date available to view through PO Inquiry. If the PO was received or cancelled, it shows a received and/or cancelled date, so why no entered date?
TRACY LYONS 6 months ago in All other suggestions 0 We're Taking A Look At This

Why arent changes allowed when converting a sales order to invoice?

When converting a sales order to an invoice, we should be able to make line item changes on the fly. When I have a customer on the phone and I convert and order, then he says at last minute to add something, I have to back out of everything and th...
TRACY LYONS 6 months ago in All other suggestions 0 We're Taking A Look At This

Copy function should copy ALL fields

When copying a quote, sa;es order or invoice, they copy funciton should should replicate what you are copying from EXACTLY. The copy feature currenty does not copy everything and it is annoying to have to re-type almost field such as ship-to info ...
TRACY LYONS 6 months ago in All other suggestions 0 We're Taking A Look At This

Change the payment method in AR to Payment, ACH NOT Payment, Cash

No one pays with cash any more so changing this method to ACH is a clearer explanation that shows up on the monthly statements.
Guest 4 months ago in All other suggestions 0 We're Taking A Look At This

Space between Undo & Save

There needs to be a space between Undo & Save. Why? Because the slightest movement of the mouse and instead of saving a change, it's undone and vice versa.
Vickie Herrington 4 months ago in All other suggestions 0 We're Taking A Look At This

Add a Report for listing customer sales by State

Currently, there is no option to get a sales report by state. If you use Order Entry they is a report in the Customer Report Library that sorts by state, but does not give you totals. But that does not help if you only use AR. Customer need a sale...
Coleen Graber 7 months ago in All other suggestions 1 We're Taking A Look At This

Add option to search by PRODUCT LINE in Sales Analysis Report

To be able to view sales the sales analysis from sales reps pertaining to one specific PRODUCT LINE. Currently this report you can search by Customers, Invoices, Parts, sales Reps. This report would be tremendously more helpful if it also had a se...
Ryan Spitznagel 7 months ago in All other suggestions 0 We're Taking A Look At This

Add option to search by PRODUCT LINE in Part Sales By Customer Report.

To be able to see all the items in under a specific product line that specific customers have purchased. Under the Order Entry Module. OE>Reports>Part Sales By Customer . This report currently you can search by Customer ID, Part ID, and Invo...
Ryan Spitznagel 7 months ago in All other suggestions 0 We're Taking A Look At This

Add a "Vendor since" field in AP, Maintain Vendors

Similar to the “Customer since” field that is available in AR Maintain Customers, there should be a "Vendor since" field in AP Maintain Vendors.
Coleen Graber 7 months ago in All other suggestions 0 We're Taking A Look At This