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Sage 200 UKI Ideas Portal

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

Statements to multiple addresses

More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.
Christine Sellick 10 months ago in Statements 2 Idea Accepted - Gauging Support

Generate separate emailed statements for the same email account

When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them
Tim Critchley 5 months ago in Statements 0 Idea Accepted - Gauging Support

Customer Statements on Sales Ledger

It would be a good idea to have customer statements to print from the web portal and send it to the customers.
Sudheer Sudheer over 1 year ago in Statements 1 Idea Accepted - Gauging Support

Ability to WhatsApp Statements

To have functions other than email available to send documents from, specifically via Whatsapp.
Charlotte Edwards over 1 year ago in Statements 0 Idea Accepted - Gauging Support

Setting to allow the user to choose the statement production method

currently defaults to paper, would like choice of email
joanne scott almost 6 years ago in Statements 5 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

Aged debtors figure when completing year end figures

I hide customers who have nil balances. However, when running aged debtors for year end, the figure only includes those customers that are current (not hidden). This alters the figure as far as I can see. Am I doing something wrong or is it that w...
Christine Sellick 11 months ago in Statements 4 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 8 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 6 years ago in Gift Aid 0 Idea Accepted - Gauging Support