Not Planned

Thank you very much for taking the time to tell us about your idea to improve Sage 50cloud Accounts, or to comment on another user’s idea.

Sage are currently reviewing all of the ideas from our customers with the view to include those that have gained the most votes in a future release.

Unfortunately, since posting your wish it has not gained enough support from other members for it to be considered for inclusion in a future release.

To see what we currently have planned, please take a look at all the ideas with the status of Currently ‘Coming soon’.

Variables to be used within Report Designer for ACCOUNT TYPE and MEMBERSHIP DETAILS within the Customer Record (when having charitable funds activated)

To be able to create reports that can hold information such as when the customers membership started, how long is left for renewal and what the renewal date is
To then be able to run the report for a date range that will then show all renewals due within the next 30 days for example.

Variables currently do not exist for this within the program and would need to be created.

Many charities who are registered companies have to have this information as per HMRC guidelines and at the moment the only work around is to apply a complex filter on the customer list for membership date and then export this data to excel.