Sage 50 Accounts

Would be great if we could select multiple customer records and then navigate through them in Customer receipt window same way like we have the below buttons in Activity window. This will facilitate payment allocation as this is currently a manual process…

If the customer credit limit was shown in the bank customer receipts window, this would allow visibility of whether a customer payment/prepayment was insufficient to keep them within their credit limit and would mean you could follow up with the customer…

I work for a Charity so our donors information is contained in the customer section. Oddly, one is not often able to edit the donation. Unfortunately a quick imput means that numbers are sometimes reversed and only rarely can it be easily edited. Moreoften…

Can an import option be added to allow the allocation of customer and supplier payments from an uploaded CSV which includes the transaction ID and amount to allocate?

Both Xero and Quickbooks have this facility. As a small team we don't always have the time to be constantly reminding customers of payments due. Usually it only gets done when statements are raised. An option to do this automatically would radically improve…

We use the sales order payment tab to post customer payments, whether thats through the Sage Pay card terminal launched from this tab, or whether that is posting bank payments for pro-forma orders. One enhancement which would make this a much easier…

At the moment if a customer overpays an invoice by 0.01cent you have to put this "overpayment" onto the account as an "unallocated cheque amount" you then have to go and issue a batch invoice in order to write this small balance off and it is time consuming…

Most systems have the ability to post one payment received into the bank to several customer accounts however Sage does not which is disappointing. We deal with a lot of large companies who would have branches scattered across the country but have a centralised…