Allocate | Sage 200 UKI Ideas Portal

Show invoice numbers on allocation session drilldown

When looking an allocation within the SL module you can only see the invoice number and the date of the allocation. It would be very helpful if you could also see the invoice date in this view. Thanks

Created 5 May 12:00am by Guest

Allocate / Allocate

0 Idea Accepted - Gauging Support

3 Vote

Ability to amend allocation date on corrections

Hi, I cannot amend the allocation date on corrections, this effect the aged reports and creates a problem when reconciling to nominal. I have to do the correction manually to avoid this. Thanks Robert

Created 7 Jul 12:00am by Robert Burke

Allocate

1 Already Exists

7 Vote

In Sage200, can the auto-allocation pick up the VAT element of the settlement and write it off correctly

currently if you auto-allocate a payment, it only allocates the discounted invoice total and the goods discount amount, leaving the VAT element outstanding. Can this be amended as it is very time-consuming to then try to deal with the outstanding ...

Created 18 May 12:00am by Guest

Allocate

0 Idea Accepted - Gauging Support

7 Vote

Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation

When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...

Created 20 Jun 12:00am by Guest

Allocate / Allocate

0 Idea Accepted - Gauging Support

1 Vote

Sales Ledger & Purchase Ledger Allocation - Add Column for URN

It would be most helpful to have a column for the URN Its almost impossible to allocate the right transaction when they both have the same transaction date, reference and amount ! This is quite critical when foreign currency involved eg transactio...

Created 19 Feb 12:00am by Saeed Malik

Allocate / Allocate

0 Idea Accepted - Gauging Support

2 Vote

Allocation transfer to another customer/supplier account:

When in customer or supplier allocation, allocating debits to credits etc. there may at times be differences between the debits and credits for valid reasons and to be able to have the option to transfer the difference to another customer or suppl...

Created 20 Apr 12:00am by Guest

Allocate

0 Idea Accepted - Gauging Support

1 Vote

Customer Allocation Screen

A customer has requested a method of selecting multiple transactions during an allocation session - perhaps using tick box or Ctrl button. They often do large allocation sessions and are unable to utilize the auto allocation function as it is. thi...

Created 15 Oct 12:00am by Guest

Allocate / Allocate

0 Idea Accepted - Gauging Support

Sage 200 UKI Ideas Portal

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Show invoice numbers on allocation session drilldown

Ability to amend allocation date on corrections

In Sage200, can the auto-allocation pick up the VAT element of the settlement and write it off correctly

Sales and purchase allocation on Sage 200 should the same as Sage50

Short Key For Allocating Mass Payment (PRESS ENTER FOR SHORT KEY)

Sales Ledger - Customer Allocations

Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation

Sales Ledger & Purchase Ledger Allocation - Add Column for URN

Allocation transfer to another customer/supplier account:

Customer Allocation Screen