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Sage 200 UKI Ideas Portal

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Ensure Full Compatibility of Sage 200 with New Outlook Before 2029

With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...
Pete Pete 12 months ago in Email / Emailing 0 Idea Accepted - Gauging Support

Automatically roll/amend period dates for future financial years when shortening or lengthening the year end

This will save considerable time for customers when needing to shorten or lengthen their year end by creating a button/script to automatically change/roll-out future periods based upon the final month/period/year date of 'This Financial Year' into...
Steve Machin almost 2 years ago in Accounting Periods 3 Idea Accepted - Gauging Support

Sage report criteria dropdown selections are too slow

When running various reports in Sage such as the 'Receipts and Despatches' report, criteria selections can be very slow to load, for example if you select criteria 'Order/Return Number:' Is and click the drop down, it takes 7 seconds on a small da...
Tim Critchley 6 months ago in Criteria 2 Idea Accepted - Gauging Support

Ability to open up a new year without closing down the prior one

As a school we are audited in October each year (year end is 31st August). The ability to keep the prior year open whilst processing in the new academic year would be fantastic (every other system I know does this). At present, my budget holders c...
Guest over 4 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Allow expressions to determine email attachments

I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression
Andrew Dunn 11 months ago in Emailing 0 Idea Accepted - Gauging Support

Allow none-standard fonts when exporting documents into .pdf

Exporting to PDF from report designer does not embed fonts within the PDF, as the library Sage 200 uses does not support none-standard fonts. None-standard fonts are accessible in Report Designer and are rendered correctly in preview windows but w...
Jamie Wilde about 1 year ago in Report Designer 2 Idea Accepted - Gauging Support

Allow the message body in email settings to be amended with Fields from a Customer account

I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.
Guest about 6 years ago in Emailing 0 Idea Accepted - Gauging Support

Report Designer - Special Expressions whose value can be amended

From presentation purposes, I need the ability to set / unset a flag - Expression values cannot be changed Ideally have e.g. 10 boolean flags such that in any section we could set the flag to True or False and use the same flag as a filter for sec...
Andrew Dunn 8 months ago in Report Designer 0 Idea Accepted - Gauging Support

Automated Reports

Raising on behalf of a customer that would like the ability to generate reports on an automated basis and for them to be emailed out to team members
Guest almost 7 years ago in Automated Reports 0 Idea Accepted - Gauging Support

Add outlook signature when emailing documents from Sage

Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.
Guest over 9 years ago in Emailing 0 Idea Accepted - Gauging Support