Sage 200 UKI Ideas Portal

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    Quotations don't save to the server yet all other sales documentation does save automatically.

    It seems really strange and inconsistent that all documents which are produced in SOP, except quotations save automatically when printed/emailed. Please could quotations also save automatically too?
    John Wilkins about 2 years ago in Document Storage 0 Idea Accepted - Gauging Support

    Restrict access to specific nominal codes and bank accounts

    We are a 4 school multi-academy trust with 7 people all processing transactions. We are finding that transactions are frequently being posted to the wrong account on the cash book screen. The schools are only meant to process transactions to their...
    Guest over 7 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support

    Authorised nominal accounts

    Add nominal accounts each user is allowed to see on the user settings to reduce mis-postings and confusion.
    Guest about 10 years ago in Bank/Nominal - Allow Access To Specific Codes 0 Idea Accepted - Gauging Support