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  • Unable to access other modules whilst in new bank feeds 29.2

    Users who do online sales and do not create customer record for every single sale rely on sales orders to help identify transactions that need to be processed into sage. The payment tab in SO is used to process those payments. Now the bank feeds has its…

  • Automatic Backups

    Currently in order to do an automatic backup in Sage you must use the Automatic backup tool which uses Windows Task Scheduler in order to do the local backups. This has proved to be very inconsistent and not as reliable as the manual backups of course…

  • What method do others use for automatic full back-up of BW?

    We recently discovered the remote back-up system we use has only been doing incremental back-ups of Businessworks. We have been told that full back-ups are necessary if we need to restore BW at some point. How are other users handling doing full back…

  • Ability to edit what accounts are included in the year end journal

    As you have the ability to add new nominal codes it makes sense, and would be helpful, if you could then have the option of where items are posted within the journal. For example, If there is a fixed asset account with separate additions and depreciation…

  • How to remove automated email reports

    Good day, I have a job cost report for several projects that was set up to auto email every week to my email. We have long since completed these jobs and moved on to new jobs. I have two questions: 1. How do I remove the old job automated report emails…

  • Are 'automatic transactions' possible in Sage?

    Our IT guy has another client which is a medical office. The medical office curretly uses Sage 50 but is looking at switching to Quickbooks, because apparently, Quickbooks offers 'automatic' transactions. As far as I know, there are no automatic transactions…

  • Send automatic reminders to customers for overdue invoices

    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…

  • Preventing Disputed Invoices from being paid

    As our business and team grows it is becoming increasingly more difficult to instinctively know which invoices/ suppliers to be cautious of when making a supplier payment (when it comes to disputed invoices). We find that, all too often, we are paying…

  • Schedule backups in advance for peace of mind

    The Backup Manager in Sage 50cloud Accounts makes managing your check data and backups simple. You can schedule these to run automatically even if you don't have your software open, and you can still work while your checks and backups are running. This…

  • Different product description depending on the customer

    Some of our customers prefer full details of every single product but the majority of them only want the very basics, i.e. 'Single Cavity Plated Electric Cooker - Model Number' shortened to 'Electric Cooker'. For the occasional item, it's not much of…

  • GESDAD Dimension allocations - allow more than one dimension

    When setting up a dimension allocation you are only able to do so within one dimension type. For example: You have a dimension "Cost Center" and a dimension "Cost Unit". The Cost Center collects general costs (for example energy costs). The…

  • Recurring invoicing run and future invoice and due date

    It would great in the "Memorise" Invoice to set the date the invoice produces itself as well as set the recurring date of each month it is to be dated and due on. One of our companies is a SAAS business and we raise invoices manually around the 15th…

  • Back to back orders

    Is it possible to add the functionality to replicate a sales order into a purchase order. At present where we have non stock orders we need to double key in a sales order then create a corresponding purchase order. If there was the functionality to have…

  • automatic Sage BusinessWorks backup

    Since there is not an automatic Sage BusinessWorks backup. Is there a way to automatically log users off and do a manual folder backup?

  • Bank Feed Rules Enhancement

    Add ability to enter text to fill the description fields of bank feed rules. This is available when you process manually. We have set up bank feed rules for all of the frequent and repeat transactions that go in and out of our bank. These transactions…

  • Auto-Signature maintenance

    How do I adjust the rules for accounts payable check auto-signatures?

  • Customer Popups

    Sage - please can you make a way to make a pop up appear so when the sales team are entering a sales order, it always reminds them to enter the customer order numbers

  • Allow clients to upload receipts, purchase invoices

    FormerMember
    FormerMember
    We would like to see Sage follow the latest cloud trends and allow clients to upload receipts, purchse orders etc via an app which can read the data and send to their bookkeeper or accountant for approval into Sage 50c. Having this would negate the use…

  • Add Month end field for each transaction, i.e. which month year this transaction relates to for month end process.

    FormerMember
    FormerMember
    By adding a month-end field/column for each transaction, it will help to allocate the transaction to a specific month end. It is the same logic as the tax point date. We can not change the tax point date, but adding this field it will give us the freedom…

  • I USE GMAIL

    FormerMember
    FormerMember
    I use Gmail and would love to be able to send invoices and statements direct but Sage only recognises Outlook

  • Automatically Update Ledgers With Newly Created Sales Invoices/Credits

    FormerMember
    FormerMember
    Such a simple function, i'm actually quite amazed it's not already a feature. It would be great to see an option (possibly in the "Invoice Defaults" screen) whereby you can tick a box to allow newly created invoices/credits to automatically update customer…

  • How do i use knowledge sync to automatically create purchase orders base on inventory amounts?

    FormerMember
    FormerMember
    Hi All, Our company recently purchased knowledge sync (Sage Alerts and Workflow), and i was wondering if it was possible to automate the purchase order creation process based on if specific items are below the reorder point and if its inventory cycle…

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