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Sage 200 UKI Ideas Portal

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Allow multiple processes to take place in the Provisioning portal

Hi,I'd like to request the ability to have more than one ongoing process for a site in the Sage provisioning portal. As things stand if I initiate an on demand backup I then have to wait a good 30 minutes or more before I can initiate another for ...
Stuart Mcalister almost 3 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

Restore backup from one Company into another in SEOS

In SEOS its not possible to restore a backup from one Company e.g. the Live Company into another e.g. Year End Archive or Training without downloading a bacpac, importing it, running the online migration, creating a new bacpac, uploading it and th...
Guest over 2 years ago in Backups 0 Idea Accepted - Gauging Support

Sage BMS Online services - Assigning to sites feature - request to improve

Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...
Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

Add Nominal Transaction Analysis as a field on the Budget Import

Please can you consider including the Nominal Transaction Analysis codes as a field on the Budget imports in Sage 200 (we use for Education), as we use this field a lot but currently don't have an option to budget against it in Sage. We can apply ...
Samuel Peach-Barnes almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

ESFA Budget Forecast return outturn (BFRO)

All Schools have to prepare a Budget Forecast return outturn (BFRO)by 21/5/2020. In order to help with this it would be really useful if you would create a report to support this. There is already a field that should provide an analysis of the dat...
Guest almost 6 years ago in Budgets 0 Idea Accepted - Gauging Support

Change Company Name in Provisioning Portal for Archiving

When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...
David Shearer about 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

Multiple Budgets per Financial Year

eg To able to haveseparate valuesBudget, Forecast and Re-Forecast for the year. Many customers operate in this way Using Multiple Year Budgets for this is not the best way as you then cannot set Next Years Budget if you are using this for a Forecast
Saeed Malik almost 11 years ago in Budgets 0 Idea Accepted - Gauging Support

SEOS customer operations agent should be allowed to re-send notifications

On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification
Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

When logging into the Sage 200 2015 online portal, users have to type in the username which is an email address. Some clients have a long company name hence this a problem. No option is available to remember the username or no provision to create a short

No description provided
Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

Nominal Maintenance - Zero Nominal Budgets

For re-forecasting purposes - Add an option that allows you to clear down the budgets - Current & Future years.At present you have import zerovaluebudgets on every account that has an existing budget either for all accounts, one cost centre, o...
Saeed Malik over 10 years ago in Budgets 0 Idea Accepted - Gauging Support