Sage Active Ideas Portal

There should be a month-by-month revenue curve, comparable to the previous year (N-1), like in 'Ciel Devis Factures It is important to quickly see the month-by-month evolution of revenue --- Il faudrait une courbe du chiffre d'affaires mois par mo...

Ability to add service or product codes to purchase invoices, as well as a description. The information when entering a purchase invoice is too basic. I miss not being able to add a simple description and a product or service code --- Poder añadir...

When an invoice is paid and reconciled, it should be possible to print and send the client a settled invoice, just as it was possible on SBC. Thank you for taking the necessary actions. Best regards. --- Quand une facture est payée et lettrée, il ...

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...