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Sage 200 UKI Ideas Portal

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Sales Ledger (Customers)

Showing 192 of 2176

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 10 months ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Be able to re-size the "Transactions" section within the "Customer Transaction Enquiry" screen

It'd be useful if you could adjust the height of the "Transactions" section when in the "Customer Transaction Enquiry" screen. Sometimes there might be one transaction with lots of lines in the nominal sub-section, or several invoices in the alloc...
John Wilkins 9 months ago in Transaction Enquiry / Transaction Enquiry 2 Idea Accepted - Gauging Support

Ability to attach documents in other modules, e.g. Sales Ledger, Sales Order Processing.

The ability to attach / scan documents to sales transactions, for example may wish to attachproof of delivery. Please add examples of where and why you would find this useful. Thank you
Guest almost 7 years ago in Invoice/Credit 5 Partially Implemented

Edit Customers & Suppliers In Grid Format

If you have an update that effects multiple customer or supplier accounts, it would be nice to be able to edit them en masse in grid format, where you could copy and paste the change into a specific field before arrowing down to the next record, a...
Tracy Thomson about 1 year ago in Batch Change / Batch Change 2 Idea Accepted - Gauging Support

Module Links

I think it would be great as part of housekeeping to have a tab on SL, PL, SOP and POP showing linked modules. I think this would help when trying to purge and delete SL and PL accounts. You get the message "the account cannot be deleted as it is ...
Kate Clement 7 months ago in Account 1 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 11 months ago in Statements 1 Idea Accepted - Gauging Support

Non-base currency supplier or customer

Can we see both the foreign and base currency values of Suppliers and Customers displayed on the Supplier and Customer lists
Ronan Cosgrove about 1 year ago in List / List 0 Idea Accepted - Gauging Support

EBanking for Customer Payments

When processing Payments (Refunds) to customers, it would be great if you could then create an ebanking file to pull into the bank
Lisa Castle 9 months ago in Payment/Receipt 0 Idea Accepted - Gauging Support

Auto refresh on all financial module lists

We now have auto refresh on commercial module lists,can we have it on all financial module lists please. No need for it to be optional in my view. Why would any user not want it on?
Guest over 6 years ago in List 0 Idea Accepted - Gauging Support

Post code search

Post code field on new sales ledger or purchase ledger account field, has a search facility, to save time on data input.
SANDY BROWN about 1 year ago in Account / Account 0 Idea Accepted - Gauging Support