I would like the document naming to be looked at a specially at this age where, organisation have gone paper less instead distributing document on a print media but electronically.
This is what I mean: when printing to file or to email of an AR invoice or PO or any document generated by the system, it names the document by the document spec e.g [ardinvo], [popor01]. I would like to have the system to name the document by the document number: like if I print to file or email Invoice number INV000034652, the document name should be INV000034652 instead of ARDINVO.
This will benefit the client who use the system in conjunction with document management systems, those who do a lot of emailing, those who send document for indexing, and it makes searching for the document more and much easier.
And more over as Sage products are now moving to be the online systems: meaning web-based, this is a necessity in that regard, as most Financial Management systems out there in the market do it, and I believe on the Sage products as a product of choice and a need to advance it.
by: Jabulani Simon M. | over a year ago | Financial Management
Comments
Please increase the number of characters for a check on Accounts Payable to a maximum number to be maintained under options which is interlinked to Bank services BKREG table.
I have had a client who wanted to increase the length of character on a check to conform to what the bank has, which is 10 and on the system can only allow 9 character and confirmed it on the BKREG table.
As the check number is generated by the system: it would be great to have it maintained on the setup [Option under numbering]. This will make it easier to specify it if, for instance I would like to have 8 character or leave it to the maximum.
In these days of spear-phishing, it should be standard procedure for email recipients to delete without opening, attachments without transaction-specific file names, and a legal requirement for them to be named properly.