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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Sales Ledger (Customers)

Showing 192 of 2175

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

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

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

Sales Ledger Customer Alerts to show when viewing records.

At the moment these alerts only show when amending or entering new transactions or customers but they would like these alerts to be able to show when viewing customer accounts, customer orders & customer transactions.
Guest about 6 years ago in Account 0 Idea Accepted - Gauging Support

Ability to Reverse Settlement Discount That Was Entered Accidentally

Our customers would like the ability to Reverse Settlement Discount that was entered accidentally. At the moment it doesn't appear in the list in Sales Ledger or Purchase Ledger Adjust Transactions Reverse Transaction. The only way to do it is to ...
Guest almost 8 years ago in Corrections / Corrections 0 Idea Accepted - Gauging Support

In Sage200, can the auto-allocation pick up the VAT element of the settlement and write it off correctly

currently if you auto-allocate a payment, it only allocates the discounted invoice total and the goods discount amount, leaving the VAT element outstanding. Can this be amended as it is very time-consuming to then try to deal with the outstanding ...
Guest about 8 years ago in Allocate 0 Idea Accepted - Gauging Support

Customer Delivery Addresses

It would be so useful to be able to view/amend/add a customer delivery address in the Sales Ledger rather than having to open an order and deal with it from there if just an update is needed etc
Guest about 10 years ago in Account 0 Idea Accepted - Gauging Support

Free Text Invoicing is currently limited to only one nominal code

Split free text invoice across multiple nominal codes
Guest over 10 years ago in Free Text Invoice 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

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