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Sage 200 UKI Ideas Portal
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My ideas: Import/ Export

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Amend journal upload to allow VAT types to be imported

You can currently import a journal into Sage 200 but you cannot import a VAT type, so if you have a large journal to enter, you have to either enter it manually, or import without VAT and then correct it. Could this be amended so that you can impo...
Guest about 7 years ago in Nominal 1 Delivered

Sage 200 Imports - Create, Update and save Templates and much more...

Im asking for a lot here but I cant begin to imagine how many man hours are spent formatting and importing data in to Sage 200. This being for implementation and live data imports. Theres several tools on the market now to deal with imports which ...
Guest almost 7 years ago in Customer/Supplier Account 1 Delivered

Improvements to Import Records to allow updates

Currently, Import Records mostly allows a creation of a record, but not an amendment (with the exception of budget data). It would be useful to allow the update of an existing record so that a user can update data on mass like Terms Agreed or Emai...
Guest about 7 years ago in Customer/Supplier Account 1 Delivered

The ability to add multiple warehouse locations to each stock item with one click.

At the moment, if you want to transfer stock between two warehouses, the warehouse needs to be set up on the stock record. If you have multiple stock items and multiple warehouses this can be very time consuming. Can we add the ability to add mult...
Peter Donaldson almost 7 years ago in Stock 1 Delivered

Period Actuals Report

Much the same as the current period budgets report, it would be good to have the same report that looks at actuals by period. As with other reports displaying the department names as well as codes will make this more usable.
Guest almost 7 years ago in Budgets 1 Delivered

Ability to upload Analysis codes by import

For those with large nominal lists it takes forever to add or change an analysis field to each nominal code. It would be great if you could export the nominal list to Excel, make the changes and then re-import the list with the new data. This coul...
Guest over 7 years ago in Nominal 0 Delivered

SOP Delivery addresses - import routine

Add an Import Customer Delivery Addresses option. Customers migrating into Sage 200 could have many hundreds or thousands of delivery addresses attached to sales (customer) accounts that required importing.
Guest over 8 years ago in Sales Order 1 Delivered

Import email addresses

Extend the import facility to provide the ability to import website addresses for the preferred contact for customer and supplier accounts
Guest about 10 years ago in Customer/Supplier Account 1 Delivered