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Sage 200 UKI Ideas Portal
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My votes: Account

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Ability to make PL or SL Accounts Inactive

This would mean that old accounts could be made inactive so that they are not accidentally posted to. Different to being on hold in that there is no option to click past the prompt to post a transaction. This would be useful as old customers/suppl...
Chris Housecroft almost 10 years ago in Account 0 Delivered

Would like to be able to amend customer and supplier accounts that are on hold without having to amend the account status first.

At the moment if you try and add a memo or amend a customer or supplier account that's on hold you get a message saying to choose another account because the account is on hold. This seems daft when you're only trying to add a memo or update the a...
Guest over 4 years ago in Account / Account 1 Delivered

Customer and Supplier Email Addresses

There should be an option on the customer and supplier list to show email address column.
Guest over 7 years ago in Account 1 Delivered

Put shortname first in customer/supplier lookups if account numbers generated automatically

When customers or suppliers account numbers are automatically generated, itsusual that the short name is used to find the account, particularly in SOP and POP. So it would be useful if there could be a setting (either in SL/PL or SOP/POP) to put t...
Geoff Turner about 2 years ago in Account 1 Delivered

SOP Notepad

Very simple notepad on sales order screen linked to the customers account allowing you to insert reminders with regards to the customer.
Guest almost 10 years ago in Account 1 Delivered

You should be able to add attachments to Customer/Supplier Accounts in the Screen Enquiry not just Amend screen

You should be able to add attachments to Customer/Supplier Accounts in the Screen Enquiry not just Amend screens.
Guest almost 4 years ago in Account / Account 1 Delivered

Ability to add more contact details for customers in Sage 200 standard online

It would be ideal if could have 2 or 3 contact details available to use. Maybe one as the primary name and telephone number and an option to add more if required. We are having to hold this information on a separate spreadsheet at the momen
Wendy Hargill over 7 years ago in Account 0 Delivered

Active Memo pop up on sales ledger accounts

There is currently no option to have memos or notes on an SL account pop up with an order/proforma is being entered for a customer. A setting idea would be when creating the active memo, to have a tick box to allow it to work as a pop up so it d
Guest over 6 years ago in Account 1 Delivered