Sage 200 UKI Ideas Portal

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    Year end Process - Profit & Loss Movement to Retained Profits

    I'm struggling to understand why the journal transferring balances from the profit and loss nominal codes to retained profits isn’t shown during the year-end process. It would make complete sense to display this movement clearly. (The journal wipi...
    Russell Russell 7 months ago in Year end 0 Idea Accepted - Gauging Support

    Year End Progress Update

    When running the Year End process it would be useful to have more information than Processing I've had two databases sit there in a state of limbo with this message for a considerable time over the last few days unable to tell if the process had c...
    Guest over 4 years ago in Year end 0 Idea Accepted - Gauging Support

    Year End Account Maintenance - P&L transactions are archived, which relate to current Financial Year, but with transaction dates relating to the Previous Financial Year

    Despite the warning that the Account Maintenance routine for P&L Transactions should be run immediately following a Year End routine, some customers are running this routine at a later date. Transactions have then been entered with transaction...
    Eric Belshaw 7 months ago in Year end 0 Idea Accepted - Gauging Support

    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 almost 2 years ago in View Order 4 Further Information Required

    Remove Profit and Loss transactions to take notice of the period

    A customer of mine has backdated transactions in Sage 200 prior to running the year end, they didn't want last years nominal updated but they wanted to update their Customer and Supplier balances. Backdating these transactions using 30/4/21 is fin...
    Gary Butler over 4 years ago in Year end 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

    Make Year End Journals Double Entry

    The year end routine posts a one sided journal to the retained profit account and adjusts the balances on the headers of the P&L accounts, but this means if you want to do any transaction based reporting spanning multiple years (lots of custom...
    Vicky Poole about 8 years ago in Year end 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

    Nominal Removal of Previous Year Profit amp; Loss Transactions

    Current option removes transactions based on Transaction date only. nbsp;In the scenario whereby the first period has been opened, transactions dated for the previous Financial year have been posted and Removal of previous year Profit amp; Loss ha...
    Anthony Lester about 10 years ago in Year end 0 Idea Accepted - Gauging Support

    Year End Remove Profit and Loss transactions

    Ever since the option to Remove Profit and Loss transactions from the Year End screen was moved to the Account Maintenance screen it seems to be getting forgotten about by customers. Request to move it back the Year End screen
    Andrew Siddles almost 9 years ago in Year end 0 Idea Accepted - Gauging Support