Skip to Main Content
Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Account

Showing 34 of 2181

Customer Alerts - allow user to add alerts in Customer Account Enquires

The new functionality is only available in Amend Account and not in Account Enquiries. Finance Managers do not wish to give everyone access to amend account.
Saeed Malik over 6 years ago in Account / Account 0 Idea Accepted - Gauging Support

GDPR consent flag

As we don't have a separate CRM system, could Sage 200 have fields inserted on customer and supplier records to indicate what date GDPR consent (say for marketing purposes) was requested and if it was received (or denied), could we have a similar ...
Guest about 7 years ago in Account / Account 0 Idea Accepted - Gauging Support

Net Monthly Payment Terms

A Net Monthly Payment term option is needed for customer accounts. The options that are there at the minute don't work to give a due date of the last day of the month.
Guest over 7 years ago in Account / Account 0 Idea Accepted - Gauging Support

Sales Ledger account option - allow Use VAT Codes as SOP default to be available for Country Codes other than GB

The Sales Ledger Account option Use VAT Codes as SOP Default is currently unavailable (greyed out) for an Irish customer account (Country Code IE) which is not VAT registered, so it is using VAT Code 1. When entering SOP Sales Orders, most transac...
Eric Belshaw over 7 years ago in Account 0 Idea Accepted - Gauging Support

Extend Sales and Purchase Account numbers to more than 8 characters

It would be great to extend the maximum number of characters for Sales and Purchase ledger accounts to more than 8 in Sage 200. This would allow for greater flexibility when creating accounts.
Guest over 8 years ago in Account 0 Idea Accepted - Gauging Support

Allow default incoterms to be set on a customer record

Set default incoterms on a customer record. This should flow onto Sales Orders. Ability to change the incoterms if required on the sales order, Ability to change at despatch but the changes to be considered as a business setting so the warehouse o...
Jo Kirkup 5 months ago in Account / New/Amend Order 0 Idea Accepted - Gauging Support

Customer details update

More options required on several tabs. On payment tab the payment terms could be expanded. We require immediate payment if customer is not an account customer. As requested above, customers' home addresses. Multiple contact emails for accounts dep...
Christine Sellick over 1 year ago in Account 1 Idea Accepted - Gauging Support

Add customer home addresses

Home addresses for customers (business) are needed in case of chasing for unpaid invoices. Would be helpful to have this added to customer details.
Christine Sellick over 1 year ago in Account 1 Idea Accepted - Gauging Support

Sort Memo in Account Enquiry

By default the Memo tab in Account Enquiry is sorted Oldest first, however you cannot resort this by date, it would be useful if this could be done and remember your choice.
Gary Butler over 4 years ago in Account / Account 0 Idea Accepted - Gauging Support

Sales ledger / Purchase ledger Contact information - Telephone number Ext field

Would be a nice addition to be able to store an extension number for a contacts phone number. I have a CRM system that will not sync because the client has resorted to putting EXT1235 in the telephone number field (not a problem for sage200 but ca...
Guest over 6 years ago in Account / Account 0 Idea Accepted - Gauging Support