Sage Active Ideas Portal

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...

Delivery note After entering an invoice, in order to generate a delivery note, you have to re-enter all the invoice lines. It no longer generates automatically as it did before! --- BON DE LIVRAISON Après avoir saisie une facture, il faut pour avo...

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...

Transfer notes from the quote to the delivery note. When creating a quote, you add notes, but when generating the delivery note, they disappear and you have to go to the delivery note and rewrite them. They should be transferred automatically. ---...

I come from Accounting and Invoicing. In that program, the customer data included the payment method and the bank to which they had to pay. In Sage Active, none of this comes up. Do I have to enter the bank every time I invoice? What will happen w...

In sales, add the option to create amendment invoices directly. Factura rectificativa En ventas, añadir la opcion de crear facturas rectificativas directamente

It is necessary to be able to insert a stamp (jpeg or similar) in the invoices for companies that want to put their own stamp or that of another entity to which they are associated with ASNEF. Sellos en las Facturas Se necesita poder insertar un s...

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...