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When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
it would be useful to be able to add other roles such as buyer , warehouse.
Currently only Accounts & send statement to:-
If I add a contact within a company purchasing dept there is no way of identifying this as a buyer on the contact screen.
At the moment if you try and add a memo or amend a customer or supplier account that's on hold you get a message saying to choose another account because the account is on hold. This seems daft when you're only trying to add a memo or update the account…
I was so happy to see the new functionality to export Customer and Supplier records that I almost spat my tea out when it was announced. Great, something to save time on creating new datasets with the same customers and or suppliers. Sadly the export…
Spring 2019 edition has brought in a great feature where you can restrict access to the Bank tab in suppliers, where you are able to see it or not see it. There also is the audit log to show any changes made to it. It would be good if there was an option…
As far as I can see, currently you are only able to choose a number of days from invoice date as the payment terms for a purchase or sales ledger account. It would be good if it was possible to set them up with net monthly terms, other accounts packages…
I think it would be better to replace the middle name field (does anyone actually ever use this) with the contact Job position/role. There is nowhere to distinguish what contact is for what at the moment. e.g buyer, accounts etc
Also, the website…
Do not allow a Sage200 account (Customer or Supplier) to be marked as Hidden if the balance is not zero.
Currently hidden accounts do not appear on reports that would normally be used by auditors to validate debtors and creditors control. Similarly…