Sales Ledger (Customers)

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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 over 6 years ago in Notifications 0 Idea Accepted - Gauging Support

10 VOTE

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

10 VOTE

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 about 8 years ago in Account / Account 0 Idea Accepted - Gauging Support

9 VOTE

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 1 year ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

9 VOTE

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 over 1 year ago in Batch Change / Batch Change 2 Idea Accepted - Gauging Support

9 VOTE

Show invoice numbers on allocation session drilldown

When looking an allocation within the SL module you can only see the invoice number and the date of the allocation. It would be very helpful if you could also see the invoice date in this view. Thanks

Guest over 3 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

9 VOTE

Stock usage screen on the customer record

The ability to look at a screen on the customer record that shows the stock items the customer has purchased, stock code, description, date of last purchase, qty purchased, sales order number, customer order number and possibly the customers own r...

Guest over 6 years ago in Account 0 Idea Accepted - Gauging Support

9 VOTE

Option to set a default list for each module

Option to set a default list for each module within the sage 200 desktop. At present, on sage 200 2015 the user must click the module then click the list menu for that module. Most modules will have a single list view. It would be ideal if we coul...

Guest over 10 years ago in List 0 Idea Accepted - Gauging Support

8 VOTE

Mobile Numbers in Customers list

Being able to view mobile numbers on the customers list.

Karen Marsh 3 months ago in List 2 Idea Accepted - Gauging Support

8 VOTE

Narrative/More info when information filters through from Billing to the customer ledger

As well as invoice number, date and value, a brief detail of the invoice would be helpful in the customer ledger 'Transaction Enquiry' then 'export to excel' would be a lot easier.

Melanie Burgess 3 months ago in Project Accounting / Transaction Enquiry 0 Idea Accepted - Gauging Support

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