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Sage 200 UKI Ideas Portal

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Sales Ledger (Customers)

Showing 192 of 2176

Assign Bank accounts to Customers/Suppliers

We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
Cathy Pennycook 8 months ago in Account / Account 0 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 3 months ago in Statements 2 Idea Accepted - Gauging Support

attachment with enter customer receipt

It would be useful to add a remittance to a sales receipt on customers.
Wendy Gardner about 1 year ago in Payment/Receipt 2 Idea Accepted - Gauging Support

Add ageing columns on customer list screen

By adding ageing columns you can then run filters to bring up customers with certain ageing criteria for reporting and statements
Martyn Richardson 5 months ago in List 0 Idea Accepted - Gauging Support

When entering a receipt payment in sales ledger have ability to enter comment on over-payments

When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
Oldschool Oldschool about 1 year ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

Default to not saving payment card details

Currently when processing a card payment with order the default is to save the card details for future transactions, the default should be not to save the details unless permitted by the card holder. Trade customers generally say store the details...
Robert Lewis about 2 months ago in Opayo / Payment/Receipt 0 Idea Accepted - Gauging Support

Import Memo Notes from a spreadsheet to Various Customers or Suppliers Accounts

Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...
Tina Baldwin about 1 year ago in Account / Account 4 Idea Accepted - Gauging Support

Customer/Supplier Code

When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
David Selvage over 2 years ago in Account / Account 0 Idea Accepted - Gauging Support

customer rapid invoice entry

Be able to multiple invoice entries on one screen like sage 50
Martyn Richardson 5 months ago in Rapid Invoice 0 Idea Accepted - Gauging Support

Add links between Sales transactions and SOP invoices, Purchase transactions and POP invoices

It's not unusual to want to drill down from a sales or purchase invoice/credit note to the SOP/POP invoice. At present, the database structure makes this difficult or impossible as it depends on the transaction reference - which can be amended. A ...
Geoff Turner about 3 years ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support