Cash Book

There is no facility to add attachments to Bank Postings - this would be useful as we would then be able to be able to have a complete audit trail of what makes up the posting and would make audit easier

Nominal codes for Creditors & Debtors control accounts are available in bank payments and receipts. Supplier and Customer payments and receipts should be sufficient.

I save drafts then have to delete them if I have more than one saved. Can they be more flexible? Maybe even Unmark them as 'draft' from within the reconciliation screen?

When using the 'Maintain Standing Orders and Direct Debits' Screen you can select the bank account to maintain and amend data prior to posting Using the 'Process Standing Orders and Direct Debits' Screen use can process standing orders for all acc...

On Sage 50, we used to be able to use the F6 function to copy the description from the previous line when processing a bank receipt. This was a time-saving feature which would be useful in Sage 200.

Currently unable to sort bank feed rules, which makes it time consuming to find a rule when trying to amend. It would also be useful to be able to see the last time a rule was used.

include the option to correct transactions for nominal taxable/non taxable transactions. the help only says cannot amend reversing or recurring entries but we have discovered it doesn't let you correct cash book ones (needed to correct the bank ac...

When receiving customer payments or paying suppliers, the methods in how this take place is limited and should be record as such. The following types can take place, CASH, DD (direct debit), SO (stop Order), C/Card (Credit card), BACS, Transfer, C...

Would like the option to revalue the bank on a previous date not just as at today.

Ability to reverse a bank reconciliation so that if you've made a mistake and can't identify it you can revert to the last bank reconciliation.