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Cash Book

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When entering a SL customer receipt / payment, option to toggle on/off account hold status

We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...
Stuart King 4 months ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

Nominal payment narrative from bank feed

Nominal payments setup using bank feeds, when the transaction posts to the nominal account to use the same narrative/reference as the bank transaction ie. the rule picks up the transaction from the first element of the reference where there is als...
Dean Palmer 4 months ago in Bank Feeds (Bank Reconciliation) 2 Idea Accepted - Gauging Support

When entering a receipt payment in sales ledger have ability to enter comment on over-payments

When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
Oldschool Oldschool 6 months ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

Bank Feeds - Bank Rec screen currently allows to enter different types of payments, but inter account transfers is missing.

Bank Rec screen currently allows to enter different types of payments, but inter account transfers is missing. I believed this was already raised as an idea 1851 (https://sage200uki.ideas.aha.io/ideas/S200UK-I-1851), but have been advised that thi...
Joanne Bailey 6 months ago in Bank Feeds (Bank Reconciliation) 5 Idea Accepted - Gauging Support

When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first

Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittan...
Alison Alison 12 months ago in Payment/Receipt 0 Idea Accepted - Gauging Support

Who Uses Cheques?

Cheques are hardly used any more. Payments are usually BACS, online or by transfer. Cheque Number should perhaps be updated in each module to Payment Reference.
David Low over 1 year ago in Payment/Receipt 1 Idea Accepted - Gauging Support

Sage 200 Bank Feeds - increase polling speed

Hi, From speaking to Sage support I gather Bank Feeds has a delay in the polling of information from banking institutions. I've seen information stating that transactions up to midday, can become available to download from midnight that evening ...
Stuart Mcalister 6 months ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 2 Idea Accepted - Gauging Support

Option to protect Creditors & Debtors control accounts from direct bank postings

Nominal codes for Creditors & Debtors control accounts are available in bank payments and receipts. Supplier and Customer payments and receipts should be sufficient.
David Low 7 months ago in Payment/Receipt 3 Idea Accepted - Gauging Support

increase cashbook group transaction limitation from 1000 records

We have a site that have large volumes of data being processed including grouped cashbook transactions but sage limitations mean 1000 records will not post due to out of memory errors, they have to do it in batches of 500 instead.
joanne scott about 2 months ago in Batch Transactions 1 Not an idea

Auto refresh option on all screens

An option to selct an auto refresh on all screens within sage 200, bank screen, nominal etc
Guest over 1 year ago in List 0 Idea Accepted - Gauging Support