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Sage 200 UKI Ideas Portal
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Education

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Customer Details

It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage
Sally Bruce about 1 year ago in Customer/Supplier 7 Review in progress

PDF Month End Report Suite for Schools

It would be good if we could have a PDF report suite for all the month end reports shown in the academies handbook and they are standardised for all schools.
Guest about 6 years ago in Month End Report Suite for Schools 0 Idea Accepted - Gauging Support

Ability to identify Customers and Suppliers as Counterparty transactions and report on this for Annual Accounts Return

Academies are required identify transactions between the trust and other public bodies (Counterparties) and report these in the Annual Accounts Return each year. It would be really useful to tick a box or select a drop down on a customer or suppli...
Guest over 7 years ago in Customer/Supplier 0 Idea Accepted - Gauging Support

Sage Education - Gift Aid System

We have set up a process to use SAGE for education to record parental donations and compile gift aid reports in a format which can be pasted into the HMRC OSD spreadsheet. I record donations in an access database, but it could just as easily be a ...
Guest over 5 years ago in Gift Aid 0 Idea Accepted - Gauging Support

Provide Sage 200 Educational users with a compatible file(s) to Import the ESPO/ YPO Product Catalogs

More and more Educational establishments are taking up Sage 200 Standard Online. A number of these institutions rely on the ESPO and YPO product catalogues for stock inventory. Currently both ESPO and YPO provide rudimentary import files which are...
Guest over 7 years ago in Stock catalogue import 0 Idea Accepted - Gauging Support

Allow nominal ledger analysis codes to be used for reporting such as funds or budget forecast returns etc for academies

MATs using a single database within Sage for Education are unable to easily to allocate nominals and transactions to funds. One way would be to use the nominal analysis fields but it is not possible to report on nominal totals by analysis field. A...
Guest about 1 year ago in Month End Report Suite for Schools 0 Idea Accepted - Gauging Support