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Sage 200 UKI Ideas Portal

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Sales Ledger (Customers)

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Audit for account changes

A few customers have queried whether or not they can audit who has amended an account so they can see who changed something. There should be a way to check when a Sales Ledger account, Purchase Ledger Account, Nominal Code, Stock Item, etc. was am...
John Dunn over 6 years ago in Account 1 Idea Accepted - Gauging Support

Sales Ledger / Purchase Ledger Contacts

My colleagues and I all agree that it would be much more helpful to have the following contact information on both ledgers: Job Title, First Name, Last Name Rather than: Salutation, First Name, Middle Name, Last Name
sarah wall almost 3 years ago in Account / Account 0 Idea Accepted - Gauging Support

Add a Job Title field to the contact screen for Suppliers and Customer.

Add a Job Title field to the contact screen for Suppliers and Customer. Helps to identify who is who in a company
Guest over 8 years ago in Account / Account 0 Idea Accepted - Gauging Support

Create Alert when Customer has exceeded their credit limit

Create an email alert when a customer has exceeded their credit limit. Email could be issued to an appointed user within the company, or multiple users.
Kate Hutchinson about 6 years ago in Notifications 0 Idea Accepted - Gauging Support

Re-Print Multiple Outstanding Invoices from Transaction Enquiry

It would be good to be able to re-print multiple Invoices that are outstanding i.e. Customer has more than one Invoice outstanding and wants a copy of all Rather than generating each one individually we want to generate in a batch and then can ema...
Guest over 6 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

Dont allow processing of orders when account is on hold

sage allows despatch of goods when an account is on hold for existing orders. Would prefer to stop any processing of orders as goods are being despatched to customers that shouldn't receive them
joanne scott over 7 years ago in Account Status 0 Idea Accepted - Gauging Support

Purchase/Sales Ledger Account Deletion

In Sage 200, if you try to delete an account with no transactions it may say "The account cannot be deleted as it is used by another module" It would be useful if the system could tell you which modules it is being used by otherwise you have to ru...
Guest over 7 years ago in Account / Account 0 Idea Accepted - Gauging Support

Enable scrollable view on all list views... permanently

Myself and most of my clients find it highly irritating that you have to enable scrolling on list views. nbsp;Please can the lists be scrollable as default, you shouldnt need to choose for the list to have the scroll bars visible.
Michelle White about 9 years ago in List 0 Idea Accepted - Gauging Support

Allow filters to be set up the same way as custom report manager

There is a function to set a filter on a list view as public or private but it would be really beneficial to be able to tick per user if they have access to it or if it's hidden. We rely heavily on filters across modules and often they are relevan...
Ella Browell 6 days ago in List / List 0 Idea Accepted - Gauging Support

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