To ensure we assist our clients to manage sensitive or relevant data sufficiently we have created Personal Information Protection in Sage Accounting.
Retention Period needs to be set per Company. Customer and Supplier data can be removed based on this setting or extended period per Customer/Supplier.
Improved Tax Adjustments
A new screen allowing bulk entry of Tax Adjustments as well as review of previously processed Tax Adjustments.
Contact Us Changes
Made UI changes to Contact Us page to help users contacting correct channel for Support, Account Queries and Suggestions.
Fixed issue where you were unable to allocate a payment against an additional cost invoice.
Account Transaction Report:
The Forex Gains/Losses - Banks appears incorrectly as a credit on this report.
Default Tax Type:
Incorrectly saved default tax type on Customers/Suppliers/Accounts when “None” selected.
Receipts and Payments:
Bank Account wasn’t disabled when editing Receipt or Payment.
Company Email Address:
Fixed error when company email address had trailing space.
Customer Statement API:
Added PDF Export for Customer Statements through the API.