Sage Active Ideas Portal

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. ---...

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...

Analyze sales performance with copilot to identify the best-selling season Provide information about the most successful time of year for my sales will help me predict and prepare for future peak seasons.

Allows the bank's connection information to be exported to a text file

Optimisation for bank journal entries - It would be practical to be able to generate in a single journal entry, bank transactions that have as counterpart the same accounting account. To be able to enter in the same entry different third parties h...

It would be useful if the program could remember the last date posted, so that when posting several invoices of the same date it would not be necessary to re-enter the date in each of the entries. Original Idea: Recordar ultima fecha contabilizada...

Smart entry. "third-party accounts don't have related expense or income accounts (as in sage 50) ..... When it comes to modifying an entry: there are too many windows to open and intelligent entry becomes very stupid by ignoring the calculation pr...

Optimising entries for bank transactions. Generate entries in one go for bank transactions that use the same accounting account, such as bank charges. Original idea : Optimisation des écritures pour les transactions bancaires. Pouvoir générer des ...