All ideas

Current Process: Financial reports like the Trial Balance, Income Statement, and Balance Sheet are only available as of the end of a period (e.g., end of June or July). Business Need: Users may require financial reports for a specific date within ...

The client has requested the ability to update the unit cost price using the Inventory Journal Batch specifically when the quantity on hand is zero. Currently, they are required to perform cost updates using inventory adjustments, which is both ti...

A client has the need, that once the supplier payments have been captured that the file can be automatically updated into the bank without someone importing the file. This needs to be an automated process

We are do consignment sale so we are using three-stage invoicing. Stock is issued first and customer invoices are processed based on what the client has sold (of the consignment issued to them). The Outstanding invoices report must help us to see ...

Much like the TB and IS Reports, User would also like to drill down on the BS report in order to perform recons on BS accounts

Currently, the Sage Intelligence License Manager IS ONLY part of the Sage Intelligence Advanced registration package. This means, when the user is observing any kind of SI licence locking, and they are on the Sage Intelligence Standard registratio...

When enquirying an inventory item on the transactions tab, it would be very useful to have a right-click option to create a purchase order template from an order showing in the transactions

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.

At the moment to show an image against an Item - you need to create a UDF and then store the path to the image for this to reflect with the report designer against all Sales Documents in Sales Orders. Images are stored against the Images Tab withi...

When using the “Warehouse Inventory Item Re-order Update” function under the Transactions section, we have noticed that the “Auto Level Update” process only accounts for item movement through actual sales. It completely overlooks stock movement vi...