Sage Active Ideas Portal

Add an option to manually include new VAT types or update existing ones. There is no way to create or update VAT types, in case of new legal changes I want to be able to change them. Original Text Nueva alta IVA - En el producto no veo la opción d...

Clear indication of VAT Rates It is indicated "reduced rate, normal rate, DOM Rate"It is not clear and hardly understandable, and those namings are subjective. Depending on the activity. We have currently to get back to the VAT rates list to be ab...

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. ---...

Order delivery note lines Do not automatically sort the delivery note lines; keep them as we enter them. For example, if we place the shipping at the end, it should remain there instead of being reordered to appear first. --- Que no ordene automat...

To be able to break down banking operations directly in the Bank tab with a dropdown menu on different points: adjustable VAT rate, for whom, payment method. Without having to download documents from the site. This would be a time saver. Original ...