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

Clear

Ideas

    Showing 20

    Credit note reasons

    Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)
    Tayla Adams 2 months ago in Invoice/Credit / New/Amend Invoice / New/Amend Return 0 Idea Accepted - Gauging Support

    Ability to attach documents in other modules, e.g. Sales Ledger, Sales Order Processing.

    The ability to attach / scan documents to sales transactions, for example may wish to attachproof of delivery. Please add examples of where and why you would find this useful. Thank you
    Guest over 7 years ago in Invoice/Credit 5 Partially Implemented

    Attach document to multiple transactions at once

    I am aiming to try and attach one document to multiple transactions without having to select and add to each transaction individually
    Molly Armsworth 5 months ago in Invoice/Credit / Invoice/Credit / Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

    Allow user to specify a write off date when processing bad debt write-offs

    can the system be amended to allow user to specify a write off date when processing bad debt write-offs? It uses the current date as a transaction date which isn't ideal.
    Guest almost 7 years ago in Write Off Bad Debt 1 Idea Accepted - Gauging Support

    Sales/Purchase Ledger Duplicate Reference & Date Check Tool to allow check on reference only

    It would be good if this checker could have an option to check the Reference Only rather than both the Reference & Date having to be duplicated for the warning message to appear.
    Howard Taylor almost 2 years ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

    Nominal code look up

    When looking for the correct nominal code, is it possible that you could enter a few characters and the look up will start from there rather than going through the whole nominal list.
    Debbie Waring almost 2 years ago in Invoice/Credit / Invoice/Credit 1 Already Exists

    Memorise function for invoices

    In Sage 50 I set up an invoice template for a very large invoice of 58 lines (and getting bigger) that I need to post monthly. All I needed to do was pull up the memorised invoice, change the dates and a couple of minor things, then post it. It wo...
    Cheryl Orr about 4 years ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

    Credit terms against Sales Invoice

    I would like to be able to put credit terms against individual invoices rather than against the customer account
    Sarah AtwellKing almost 6 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support

    Ability to change the system date of Sage 200

    Not sure if this has been logged before, but it would be nice if Sage 200 had a button where you could change the System date. Quite often you run your sales period end in the following month. I.e you run January&s sales period end on say 3rd ...
    Guest about 10 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support

    To be able to calculate net when entering Sales and Purchase Invoices

    Currently in Sage 200 when entering an Invoice directly onto the SL or PL, you have to enter the Goods and VAT amount and the Gross is then calculated. I believe there is an option in Sage 50 for &Calculate Net,& so they can enter the Gros...
    Guest over 8 years ago in Invoice/Credit 0 Idea Accepted - Gauging Support