Sage 200 UKI Ideas Portal

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    Remove features which the user does not have access to from the columns list

    I have discovered that when removing particular features which appear as a column in the list views, this does not remove the ability to view the column. For example, if i was to remove the feature "view stock buying prices" from a users role, tha...
    mollie mcewan 11 months ago in Roles 2 Idea Accepted - Gauging Support

    It'd be great if Selected Roles would sort in alphabetical order

    It'd be great if Selected Roles would sort in alphabetical order so that when you're trying to check what a user has already and compare that to the full list of roles or compare to other users, it can be a struggle as they seem to be listed in th...
    John Wilkins over 1 year ago in Roles / SAA - Roles and enabled features 4 Idea Accepted - Gauging Support

    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 2 years ago in Customer/Supplier 6 Idea Accepted - Gauging Support

    System Admin - Roles. Shade folder and sub folder if some features are enabled

    In System AdminRoles, the tree view will show a tick in a folder Eg Sales Ledger-Basic if all the features in basic are ticked. If the role only has some features in the sub folders it is tricky to see at a glance if that is the case. Can the fold...
    Guest almost 7 years ago in Roles 0 Idea Accepted - Gauging Support

    Sage 200 web users able to drill down into budget line details

    We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
    Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support

    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 over 7 years ago in Month End Report Suite for Schools 0 Idea Accepted - Gauging Support

    For security to prevent users from Right Click Send to Excel

    Option to disable Send to Excel on lists for particular users For security purposes
    Gary Butler almost 5 years ago in Roles 1 Idea Accepted - Gauging Support

    On the Authorise Features for Role option for highlight to default to Filter button

    When amending Roles and searching for features, you can type in the Feature Name field to look for a word that will help you find an option easier. However the button highlighted by default is OK, so if you type and press Enter, it closes the form...
    Gary Butler almost 7 years ago in Roles 0 Idea Accepted - Gauging Support

    Multiple Company and Role access

    I have 3 sage 200 companies and i want a user to have full access to 2 of the sage companies and partial access for one of the companies. How could this be achieved?
    Lucy Johnson over 4 years ago in Roles 0 Idea Accepted - Gauging Support

    Sage 200 2016 Change Roles Missing?

    We can assign multiple roles to single users however the user can no longer swap between those different roles. My reseller says this is no longer possible?
    Guest about 9 years ago in Roles 0 Idea Accepted - Gauging Support