Sage Active Ideas Portal

Pay a supplier invoice via the partner's current account. When lettering a supplier invoice with the current account, without settlement via the bank journal, the invoice remains due for the software, whereas this is not the case. Original idea : ...

If a period is closed, the software allows you to enter a new entry ("Create" and "Add" buttons active). Blocking only occurs when the entry is recorded. The "Create" and "Add" buttons could be grayed out, and the words "Period closed" next to the...

It should have the option to generate reports (balance report, P&L, trial balance) with 3 digits or as many as we need.I wand to being able to choose how many digits we want in the balance, P&L and trial balance reports. My accountant asks...

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 ...

Import accounting entries or FEC function: import new entries in the event of errors. In the event of an import error, you must accept the partial import in order to carry out a new import. If not, the function is greyed out and therefore impossib...

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...

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...