Sage Active Ideas Portal

Translate

1 Vote

Advanced bank reconciliation (Purchase & Sales invoice on one movement)

This is a case that we are seeing more and more with businesses that rely on online payment tools or certain online platforms. Some examples: Booking / Expedia / Airbnb: are suppliers and customers at the same time Stripe and other payment platfor...

Created 04 Apr 13:02

Banking Features

0 Open to voting
1 Vote

Payment via partner private account

Payment via partner private account This is an extremely used feature, particularly for VSEs / SMEs. The manager / freelancer regularly uses their personal card to pay for professional expenses. Today, we don't have the possibility to settle a pur...

Created 04 Apr 13:02

Accounting Features

0 Open to voting
1 Vote

Automatic Conciliation & Credit Card import

Automatic Conciliation to have an automatic selection on each movement with predetermined account number based on previous movements In my other account system, I may not only include the bank account but also the VISA and exists an automatic conc...

Created 03 Apr 14:38

Banking Features

1 Under Consideration
1 Vote

Payment with card please is something very common

Payment with card please is something very common When registering the payment on a purchase invoice, only the tab for bank or cash is displayed PAGOS CON TAJETA POR FAVOR ES ALGO MUY HABITUAL AL REGISTRAR EL PAGO EN UNA FACTURA DE COMPRA SOLO SE ...

Created 03 Apr 12:02

Accounting Features

0 Open to voting
2 Vote

Contact person on the delivery note

Contact person on the delivery note The contact person should appear on the delivery note, as it's important when sending a product to a company, to indicate for whom it is intended. --- Persona de contacto en albarán Que salga la persona de conta...

Created 02 Jan 11:00

Banking Features

0 Open to voting
1 Vote

Modifications to the sales invoice after clicking "confirm invoice"

Modifications to the sales invoice after clicking "confirm invoice" In the C&F version, it was possible to modify a validated invoice as long as it had not yet been sent to our customers. Now, if we have information to add or a small modificat...

Created 01 Apr 13:29

Sales Features

0 Not Planned
1 Vote

Entering accounting entries: show total debit and credit columns based on filters in the journal list view

Accounting entries input: have a total of debit and credit columns Accounting entries input: view the total of debit and credit columns with updated totals according to filters applied on the journal or date Original idea: Saisie des écritures com...

Created 29 Mar 06:26

Accounting Features

0 Open to voting
2 Vote

Sales Revenue - Products Report

Ability to create revenue reports on product sales. Ability to do this with customer/product filters by date and export it in PDF/Excel Original Idea: Ingresos por Ventas - Productos Poder crear informes de ingresos sobre ventas de productos. Pode...

Created 19 Dec 10:51

Sales Features

0 Open to voting
2 Vote

Pruchase Orders

We need to be able to issue purchase orders. Pedidos de compra Necesitamos poder emitir pedidos de compra

Created 19 Dec 10:07

General Features

0 Open to voting
3 Vote

Check the NIF before leaving the field and not when saving the data

Check the NIF before leaving the field and not when saving the data.

Created 09 Sep 16:36

General Features

0 Open to voting