I agree with 5 and 6

I would add to 6 to be able to modify what shows up in the statement... we have consultants that use the same client so we bill the client but we need to send a list of outstanding invoices to the consultants the only work around that is to email the statement to myself, print it, black out all the invoices that pertains to the other consultants, rescan and email to client. this looks really sloppy and takes a long time, i wish i could open the statement in EXCEL then do all the modifications i need

7) in the receipt screen, i would like to have the option to sort the invoices by number not date as i have to go through hundreds of invoices to find the only one the client decided to pay.. i can go through the list a few times to find out where that invoice is.

buffytvs99 said:

Anyone have any comments, or more to add?

There's several hundred items posted here:

http://sage50canadian.ideascale.com/

buffytvs99 said:

1) Multiperiod reports -- $ and unit sales by item, sales by customer

XLGL or Sage 50 Intelligence may do what you need.   Yes, it would be nice if some of the reports were more useful.  Post a comment on Ideascale, or add your voice to the comments already there.  Updates to the Sage 50 set of reports have been are a rare thing since 2007.

buffytvs99 said:

Correct (i.e. Canadian not US) posting for credit card charges

Not sure what you mean, you can post an exchange rate if you're paying a U.S. amount, and the Canadian amount gets posted.

buffytvs99 said:

3) Allow lookup of inventory and service items separately when creating an invoice

You can open the inventory screens in other windows.   Editing an item that is currently open on an invoice screen isn't allowed.  It should be possible to allow that.   So if you mean, "drill down into an item that already exists, to make edits or update a part number, from the invoice screens", I would also be all for that.

buffytvs99 said:

Remember and use last inventory lookup criterion i.e. number or description

Do you mean from the line above? (copy / paste)  From the last invoice?  (use recurring transactions)

buffytvs99 said:

Allow cc's when emailing a document (e.g. invoice)

Sage could perhaps be modified to have an option to open the email for editing, after generating the email and attachment.   If you *always* send to a group at somecompany.com, then you could create an email group in Outlook called '[email protected]'.

buffytvs99 said:

Allow customer statement onscreen, rather than only print or email.

As a hack, you could print to PDF, then print the pages you want, to paper.   But something a bit more user friendly would be nice.

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Sage does occasionally review the feedback from IdeaScale.   But it's at a pace that could easily have been exceeded by pen and quill, delivered on horseback.

LaChapa, I would send the Customer A/R Aged Detail report to Excel and delete what you don't need.  Then just send that to the consultant.  Run it with the days option at the bottom of zero and you will only see unpaid invoices to export.

buffytvs99 said:

3) Allow lookup of inventory and service items separately when creating an invoice

If you use the same starting letter of all service items (eg. S for Service), then just hitting S will narrow down the list.  Alternatively if you have Premium or Quantum, you can use item Categories and have a category for Service.  This automatically will narrow down the list.

buffytvs99 said:

4) Remember and use last inventory lookup criterion i.e. number or description

I just take the item code on line 1, copy and paste it to the item field in line 2 and hit enter.  The list now starts at that code.

buffytvs99 said:

5) Allow cc's when emailing a document (e.g. invoice)

1. A workaround is to stop your email software from automatically sending/receiving and then open the email from your Outbox and add the recipients you need.  The down side of this is you have to know/lookup the email addresses each time.
2. Use an email group set up in your email software and in the email address in the customer ledger use the Group Name, not the email addresses.  This only works if all emailed forms always go to the same people all the time.

buffytvs99 said:

6) Allow customer statement onscreen, rather than only print or email.

There is a Preview button you can use to see the statements before printing/emailing.

buffytvs99

5) the workaround that I have is I have my email address in the customer's info so it sends it to me.  I then forward it to how many people I want from within Outlook (i have all my customers entered in Outlook).  For me that works well as I sometimes have to add extra files to the email which is only available from withing Outlook.  I hope this works for you.

Yes, I have these and other workarounds -- my point is that I shouldn't need them :=-)

ok i will do that... thanks