Sage Active Ideas Portal

Be able to modify the body of the invoice to adapt it to our standard invoice template --- MAS MODIFICACIONES EN EL CUERPO DE LA FACTURA Poder modificar el cuerpo de la factura para adaptarlo a nuestro modelo de factura habitual

Be able to select the fields displayed on the invoice. For example, the product or service field is completely unnecessary for us and our clients. We understand it needs to be filled in when the invoice is created, but there should be an option to...

I have weight accounts to appear in my invoices for my customers at the bottom of the page ideally (as was possible on SBSCF). Currently, there are 2 non-editable lines at the bottom of the page. Would it be possible to add several lines (6) with ...

When creating an invoice, if we have many items (minimum 5), we must always go back to the top of the page to click on the add button for each item. Would it be possible to position this add button at the bottom of the page after the last item? It...

Search for a third party by Fiscal Id (NIF/CIF/DNI or another document) and obtain a list with the third parties candidates to export. Origianal Idea: Buscar tercero por NIF/CIF/DNI u otro documento y poder obtener listado de los mismos terceros c...

Details on the description of entries It would be useful to be able to add details in the description of the purchase invoice entries. We were used to including information such as the billing periods concerned, the billed details, etc. --- Détail...

Customization of emails Have personalized emails for sending invoices, quotes, reminders, etc. --- Avoir des mails personnalisé pour l'envoi de facture, devis, relance...

Selection of banks based on clients. Have the ability to associate a third party/client with a bank account and display it on invoices with the IBAN numb --- Avoir la possibilité d'associer un Tiers/client à un compte bancaire et de pouvoir le men...

It would be interesting if, in document preferences, such as invoices, a couple of templates could be created to choose from. Depending on the client, you could select one invoice template or another based on the bank or payment conditions. --- Or...

Ability to enter prices including tax (TTC) for sales to individuals. I invoice individuals and need to be able to create a price list including VAT, as otherwise, I have small differences due to rounding. --- Pouvoir saisir des prix en TTC pour...