All ideas

This report is useful to assist Financial Managers to plan and forecast their cash flow movements. This report should be part of your standard management reports, income statement, balance sheet and cash flow statement.

When we import orders data using a template file the idea is that users should be able to open the orders and process them easily without further manipulation. What Sage 200 does is that after importation the document date like invoice date is aut...

when creating a voucher type, we should be able to check it as a foreign currency voucher type. that way, the exchange rate tab will be available when transacting with that voucher type even when a local currency account has been chosen.

I would like to know if there is a way to configure the document attachment dialog box to display only documents relevant to a specific department when raising a requisition. This is needed for confidentiality purpose. Attached is an example illus...

When you pull the bank file into the Bank manager. Then you go to the Account column. You only have 2 options for account lookup field - Account or name In Pastel Partner Sage 50c which uses the same bank manager, the account field is a wild card ...

No Local COM Object (Outlook.Application) Classic Outlook had a COM object (Outlook.Application) that allowed external programs (e.g., VBA, PowerShell, or C#) to create and manipulate Outlook instances programmatically. The new Outlook is based on...

User need to have an approval process for Cashbook Journals/GL Journals/Stock Journals. For segregation of duties one user may be the one capturing movements, as supervisor/controller may then need to approve the journal entry, but the original us...

The Debtors Manager module is a very useful tool for debtors follow up, but cannot be used when following up for foreign customers. The Debtors Manager module only retrieves values in home currency and cannot be used when doing debtors follow up f...

When configuring payments the settlement discount for automatic purchase orders does not reflect and has to be entered manually. This needs to be rectified. All other orders the discount reflects.

Currently, the Debtors Manager module allows to filter by customer code, group and sales rep. Since numerous clients use the Area functionality, it would be of great help to be able to filter by this field also