buffytvs99 said:

Anyone have any comments, or more to add?

There's several hundred items posted here:

http://sage50canadian.ideascale.com/

buffytvs99 said:

1) Multiperiod reports -- $ and unit sales by item, sales by customer

XLGL or Sage 50 Intelligence may do what you need.   Yes, it would be nice if some of the reports were more useful.  Post a comment on Ideascale, or add your voice to the comments already there.  Updates to the Sage 50 set of reports have been are a rare thing since 2007.

buffytvs99 said:

Correct (i.e. Canadian not US) posting for credit card charges

Not sure what you mean, you can post an exchange rate if you're paying a U.S. amount, and the Canadian amount gets posted.

buffytvs99 said:

3) Allow lookup of inventory and service items separately when creating an invoice

You can open the inventory screens in other windows.   Editing an item that is currently open on an invoice screen isn't allowed.  It should be possible to allow that.   So if you mean, "drill down into an item that already exists, to make edits or update a part number, from the invoice screens", I would also be all for that.

buffytvs99 said:

Remember and use last inventory lookup criterion i.e. number or description

Do you mean from the line above? (copy / paste)  From the last invoice?  (use recurring transactions)

buffytvs99 said:

Allow cc's when emailing a document (e.g. invoice)

Sage could perhaps be modified to have an option to open the email for editing, after generating the email and attachment.   If you *always* send to a group at somecompany.com, then you could create an email group in Outlook called '[email protected]'.

buffytvs99 said:

Allow customer statement onscreen, rather than only print or email.

As a hack, you could print to PDF, then print the pages you want, to paper.   But something a bit more user friendly would be nice.

************************************************************************

Sage does occasionally review the feedback from IdeaScale.   But it's at a pace that could easily have been exceeded by pen and quill, delivered on horseback.

buffytvs99 said:

Anyone have any comments, or more to add?

There's several hundred items posted here:

http://sage50canadian.ideascale.com/

buffytvs99 said:

1) Multiperiod reports -- $ and unit sales by item, sales by customer

XLGL or Sage 50 Intelligence may do what you need.   Yes, it would be nice if some of the reports were more useful.  Post a comment on Ideascale, or add your voice to the comments already there.  Updates to the Sage 50 set of reports have been are a rare thing since 2007.

buffytvs99 said:

Correct (i.e. Canadian not US) posting for credit card charges

Not sure what you mean, you can post an exchange rate if you're paying a U.S. amount, and the Canadian amount gets posted.

buffytvs99 said:

3) Allow lookup of inventory and service items separately when creating an invoice

You can open the inventory screens in other windows.   Editing an item that is currently open on an invoice screen isn't allowed.  It should be possible to allow that.   So if you mean, "drill down into an item that already exists, to make edits or update a part number, from the invoice screens", I would also be all for that.

buffytvs99 said:

Remember and use last inventory lookup criterion i.e. number or description

Do you mean from the line above? (copy / paste)  From the last invoice?  (use recurring transactions)

buffytvs99 said:

Allow cc's when emailing a document (e.g. invoice)

Sage could perhaps be modified to have an option to open the email for editing, after generating the email and attachment.   If you *always* send to a group at somecompany.com, then you could create an email group in Outlook called '[email protected]'.

buffytvs99 said:

Allow customer statement onscreen, rather than only print or email.

As a hack, you could print to PDF, then print the pages you want, to paper.   But something a bit more user friendly would be nice.

************************************************************************

Sage does occasionally review the feedback from IdeaScale.   But it's at a pace that could easily have been exceeded by pen and quill, delivered on horseback.