Sage Active Ideas Portal

In order to manage transactions linked to a generic or cash customer (simplified invoices), I need to create a generic customer / third party without a valid Fiscal ID (NIF...). (This option is not currently possible for the spanish legislation, r...

It should be possible to manually or automatically delete transactions excluded by the customer in Bank Accounts. Original idea : Il faudrait pouvoir supprimer manuellement ou de manière automatique les transactions exclues par le client dans les ...

When entering ledger entries, it would be useful to be able to have the option to save with a shortcut on the keyboard without having to click with the mouse on "accept" every time you are going to generate one. Original idea : Grabación de asient...

Imports - Visual identification of the tab containing errors. When there are import errors, we click on "Show errors". A window with three tabs appears. There is no visual indication of which tab is affected. See screenshot Original Idea : Imports...

When creating new entries, the current date is automatically selected and if the previous fiscal year is not created, it proposes the creation of the fiscal year. If only 2021 exists => proposes the creation of 2022 If 2022 exists => propose...

In all the menus of the application, the error tooltips are permanent, pile up and require manual manipulation. Can the notification appear for a defined period of time? Original Idea : Dans l'ensemble des menus de l'application, les infobulles d'...

Visualisation of accounting entries is made complex because filters are not kept after each visualization of entry. e.g.: accounting / accounting entries / selection of January entries / January entries are displayed / I select one of them to make...

View the document number assigned by the software during validation. When I create my accounting document, the number assigned does not appear anywhere. I have to systematically go to the third party or the entry to find it and note it on my invoi...

In sales or purchasing journals, a click on a customer or supplier should open the third-party account directly. This to-and-fro function is so useful and practical in production. It is found in many software applications. Original idea : Navigati...

Authorize multiple third-party accounts in an entry. It should be possible to enter or import entries with multiple third-party accounts. For example, to be able to enter an entry with a down payment. Original idea : Autoriser des comptes de type ...