Sage 200 UKI Ideas Portal

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Sales Ledger (Customers)

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Allow default nominal code but variable cost centre

Often a cost type is the same so the nominal code is consistent but the cost centre varies according to the supplier / customer.
Rachel Bartholomew 11 days ago in Account / Account 0 Idea Accepted - Gauging Support

Attach document to multiple transactions at once

I am aiming to try and attach one document to multiple transactions without having to select and add to each transaction individually
Molly Armsworth 18 days ago in Invoice/Credit / Invoice/Credit / Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

Receipts/payments - Show open transactions before clicking Save & Allocate

When entering a customer receipt or supplier payment, would it be possible show the customers/suppliers open transactions BEFORE you click on 'Save and Allocate'. This would enable you to check you have selected the correct account, and enable you...
Elaine Newton 26 days ago in Payment / Payment/Receipt 0 Idea Accepted - Gauging Support

Delete Supplier nominal codes

Can change the default nominal code on a supplier account but can't delete completely if you want to leave blank. Would also be good if you can have a default nominal but variable cost centre.
Rachel Bartholomew 30 days ago in Account / Account 2 Not an idea

Customer Hold Tracking in Sage 200

When a customer is put on hold create a record of the date and release date to be able to report on. This will be helpful when debt chasing with the customer and reporting on their patterns of payments such as benefits would include; Improve visib...
Tracy Roberts about 2 months ago in Account 3 Idea Accepted - Gauging Support

Sales Ledger Allocation Date

(Same applied to P/L) Could a warning be displayed if the allocation date is before any transaction that is being allocated - when the allocation date is before the transaction date, particularly if the dates span a period end, there are problems ...
Andrew Dunn about 2 months ago in Allocate 3 Idea Accepted - Gauging Support

Amend date on receipts/payments without having to unallocate first

It could be done on Sage 50 so i am unsure as to why now you have to unallocate the payment/receipt to change the date to them reallocate.
Courtney Sharman about 2 months ago in Payment / Payment/Receipt 1 Idea Accepted - Gauging Support

Mobile Numbers in Customers list

Being able to view mobile numbers on the customers list.
Karen Marsh 2 months ago in List 2 Idea Accepted - Gauging Support

Generate separate emailed statements for the same email account

When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them
Tim Critchley 3 months ago in Statements 0 Idea Accepted - Gauging Support

Debtors Letters

It would good if you were able to automate the sending of debtors letters, deselecting any customers you are already in contact with.
Karen Marsh 3 months ago in Aged Debtors 2 Idea Accepted - Gauging Support