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Sage 200 UKI Ideas Portal

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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

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

set correct allocation date on an allocation only entry SL / PL

When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...
Adrian Evans about 2 months ago in Allocate / Allocate 2 Further Information Required

List unallocated credit notes and payments on the purchase ledger

This would be useful to ensure we do not over-pay our suppliers. Also useful for reporting on the effectiveness of ledger clerks in allocating these items.
Dick Dick over 1 year ago in Allocate 1 Already Exists

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

Supplier Transactions - ability to update memo field for individual transaction, when allocating

Update Memo field for individual transaction
Val Johnstone over 1 year ago in Allocate 7 Idea Accepted - Gauging Support

Accounting Periods

I think one of the drawback with Sage products is that you can't close an accounting period anytime you want to without getting all users out of Sage. Other systems like Navision, SAP can do this without having to have the users log out of the sys...
Guest over 5 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Supplier Allocation - include the query field

Currently the query field is not visible in the supplier allocation screen.
Val Johnstone over 1 year ago in Allocate 0 Idea Accepted - Gauging Support

PL AND SL ALLOCATION SESSION DISPLAY

Allocation session screen columns - not the most useful information currently displayed, suggestions include removing URN and showing 2nd Ref
Guest about 4 years ago in Allocate 0 Idea Accepted - Gauging Support

Maintain Accounting Period - Ability to close whilst other users logged in

Most business want to run the month end - close/open periods - during the working day whilst users are still processing in other modules in Sage200 Currently get a warning - Unable to access the SystemManager module feature &Amend Accounting P...
Alistair Alistair over 9 years ago in Accounting Periods 0 Will not implement