Sage Active Ideas Portal

it would be nice to be able to validate our quotes once accepted by the customer and that from this quote we can directly make the invoice of deposit that would be calculated directly and sent to the customer with writing INVOICE OF DEPOSIT and no...

It is impossible to account for an invoice from a self-employed professional with personal income tax and exempt from VAT. Imposible contabilizar una factura exenta de IVA con retención de IRPF Es imposible contabilizar una factura de un profesion...

With the old Sage software, we were able to see when the customer opened their email and read our quote or invoice. This enabled us to check that they had received it correctly. confirmation de lecture d'un mail Sur l'ancien logiciel sage, nous av...

You have not included 2 decimal places in the ‘day’ units. We are a service company and we invoice audit days: 1.25 days or 0.75 days and the programme only allows me to include 1 decimal place. Original Idea:Añadir 2 decimales en cantidad "dia"No...

We are a nursery school, we work with families who are entitled to a school voucher from the Conselleria de la Generalitat Valencia. We are required to include in the invoice the total amount, and at the same time to indicate the amount paid by th...

Once a quote has been drawn up, is it possible to change the customer? I have a customer who manages several companies. First of all, I draw up an estimate by taking one of his companies at random. And when the quote is validated, I have no way of...

Sales figures + Purchases month / month = Gross margin with details of customer and supplier lists Tableau de bord Chiffres du Chiffes d'affaires + Achat mois / mois = Marge Brut avec détail liste client et liste fournisseur

Automatic backup and archiving of invoices and credit notes when they are sent to the customer, with the option of including an email address of the customer's choice pointing to a dext-type tool and/or a single storage location for downloading al...

It would be interesting to enable in invoices, delivery notes, orders, a field (wide in characters) where you can include the text required by law regarding data protection. It does not exist at present. Campo en factura para texto de protección d...

When duplicating, also duplicate the notes Lors d'une duplication dupliquer également les notes