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Sage 200 UKI Ideas Portal

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Sales Ledger (Customers)

Showing 192 of 2176

Adding Company Registration on customers

Being able to add company directors and addresses or partnership names and addresses together with company registration number if limited company would be very useful.
Christine Sellick about 2 years ago in Account 0 Idea Accepted - Gauging Support

Sales/Purchase Ledger Duplicate Reference & Date Check Tool to allow check on reference only

It would be good if this checker could have an option to check the Reference Only rather than both the Reference & Date having to be duplicated for the warning message to appear.
Howard Taylor about 1 year ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

Ability to WhatsApp Statements

To have functions other than email available to send documents from, specifically via Whatsapp.
Charlotte Edwards 9 months ago in Statements 0 Idea Accepted - Gauging Support

Nominal code look up

When looking for the correct nominal code, is it possible that you could enter a few characters and the look up will start from there rather than going through the whole nominal list.
Debbie Waring about 1 year ago in Invoice/Credit / Invoice/Credit 1 Already Exists

Allow user to specify a write off date when processing bad debt write-offs

can the system be amended to allow user to specify a write off date when processing bad debt write-offs? It uses the current date as a transaction date which isn't ideal.
Guest about 6 years ago in Write Off Bad Debt 1 Idea Accepted - Gauging Support

Aged debtors figure when completing year end figures

I hide customers who have nil balances. However, when running aged debtors for year end, the figure only includes those customers that are current (not hidden). This alters the figure as far as I can see. Am I doing something wrong or is it that w...
Christine Sellick 5 months ago in Statements 4 Idea Accepted - Gauging Support

Allow multiple email addresses against a single role for emailing layouts

allow an email address to be entered on an account in a format of multiple addresses separated by semi colon. For example the sales ledger contact for the send statement role to be entered as sales@company.com ; accounts@company.com so that when t...
Guest over 6 years ago in Account 0 Idea Accepted - Gauging Support

add a column showing the outstanding values on a sales ledger enquiry

add a column showing the outstanding values on a sales ledger enquiry
Rick Rick almost 3 years ago in Transaction Enquiry / Transaction Enquiry 1 Idea Accepted - Gauging Support

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

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