Sage 200 UKI Ideas Portal

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    Move away from CSV imports & introduce Excel imports

    It would be more efficient to move away from using CSV file imports & instead enable Excel file imports as this would remove the step of saving as a csv file, it would also reduce the chances of introducing data errors on import when a user op...
    Guest over 8 years ago in Excel 0 Idea Accepted - Gauging Support

    The ability to export to Excel directly from Nominal screen

    Directly export to excel from nominal transaction screen the same way as Sage 50
    Guest over 2 years ago in Excel 1 Already Exists

    Despatch List Sort

    In previous versions of sage 200, the ability to sort despatches via. the columns within the view option for a sales order was present. From at least 2022 R2, this ability has disappeared. It would be beneficial to have this option reinstated in f...
    David Casey about 2 years ago in View Order 4 Further Information Required

    Data to Excel to show Returns/Credits as negative

    Not sure if this is possible as Data to Excel dumps the data contained in a report to Excel from the table formatting and ignores formatting on the report, but it would be great if Credits and Returns would show as negatives when using Data to Exc...
    Gary Butler over 5 years ago in Excel 4 Idea Accepted - Gauging Support

    Data to Excel to send Text Fields and Expressions to Excel

    Sage support advised on an issue I had where the customer was sending details to Excel via Data to Excel - where text fields and Expressions didn't show on the output: When using the 'Data to Excel' option, any expression created using multiple fi...
    Gary Butler almost 3 years ago in Excel 0 Idea Accepted - Gauging Support

    Enable Archived orders to be searched by Job Code

    Could you please confirm if there are any options in the admin console to enable Archived orders to be searched by Job Code? On the current orders page (below) Job Code search is enabled (Screenshot A) On the Archived orders page (below) Job Code ...
    Guest almost 7 years ago in View Order 0 Idea Accepted - Gauging Support

    Ability to view Sales Order Document Comments against a Completed Order

    Once a sales order is complete there is no option to revisit the document comments. Could this be made available in the view option?
    Guest over 10 years ago in View Order 0 Idea Accepted - Gauging Support

    Excel Addon - Please bring it back!

    Please can the Excel Addon be made available again for 2016? It used to be such a handy tool when we were in 2011 to pull some data from Sage very quickly. Querying SQL is fine, but it requires some tech knowledge that not many staff have.
    Guest over 8 years ago in Excel 0 Idea Accepted - Gauging Support

    Data to excel to report same info as within the report as at present this is not the issue.

    With reference to one of my Incident reference - 190318-E8924. (Still unsure why this needs to be an idea hub issue as well to me data to excel doesn't work as expected) When running a Sales invoices and credits notes summary and detailed report w...
    Guest almost 8 years ago in Excel 0 Idea Accepted - Gauging Support

    Export list view

    Creates a new instance of Excel every time you export data. This means you cannot move a tab from one sheet to another and must copy the data to the first instance of excel and then shut down the second instance created by the export.
    Guest about 10 years ago in Excel 0 Idea Accepted - Gauging Support