Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Sales Ledger (Customers)

S/L Account - VAT and EORI Nos

Customers needs to be able to store multiple VAT Reg Nos for an account (an UK and a IRL one) Likewise customers need to store EORI numbers when operating an Irish company
Andrew Dunn 4 days ago in Account / Account Idea Accepted - Gauging Support
106 VOTE

Amend date on receipts/payments without having to unallocate first

It could be done on Sage 50 so i am unsure as to why now you have to unallocate the payment/receipt to change the date to them reallocate.
Courtney Sharman about 1 year ago in Payment / Payment/Receipt Idea Accepted - Gauging Support

Visible columns on each list not to reset and remove upon update

All users would benefit. Each user sets up list with the relevant visible columns and information for their role. Every time Sage has an update, these are all removed and reset to default. This wastes a lot of time after every update and is not ve...
Leanne Nixon 6 months ago in List / List / List / List / List / List / List / List / List Idea Accepted - Gauging Support

Allow fields to be searchable in list view even if columns are hidden

In Sage 50, information you could access drilling down into an order could be searchable whether its in a showing column or not. For example, you could search part of an address and it would bring up the orders containing this. Info referenced by ...
Ella Browell over 1 year ago in List / List Idea Accepted - Gauging Support

Change date on posted invoice, journal and bank transaction

Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....
Janine Holloway over 1 year ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt Idea Accepted - Gauging Support

Unallocated amount in transaction enquiry

In Supplier Transaction Query and Customer Transaction Query, instead of having "Allocated" amount we should have an option to add the Unallocated amount instead.
Leanne Mann about 2 years ago in Transaction Enquiry / Transaction Enquiry Idea Accepted - Gauging Support

Debtors Letters

It would good if you were able to automate the sending of debtors letters, deselecting any customers you are already in contact with.
Karen Marsh about 1 year ago in Aged Debtors Idea Accepted - Gauging Support

Credit note reasons

Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)
Tayla Adams 9 months ago in Invoice/Credit / New/Amend Invoice / New/Amend Return Idea Accepted - Gauging Support

When entering a SL customer receipt / payment, option to toggle on/off account hold status

We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...
Stuart King over 2 years ago in Payment/Receipt / Payment/Receipt Idea Accepted - Gauging Support

Select all button on the write off customer small amounts screen

We have a lot of mismatches on payments and invoices due to using a seperate order processing system that feeds into sage. They usually are only by a few pence and we write them off on the write off customer small amounts screen. However I current...
Chris Welford 5 months ago in Write Off Small Amounts / Write Off Small Amounts Idea Accepted - Gauging Support