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Sage 200 UKI Ideas Portal

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Remove features which the user does not have access to from the columns list

I have discovered that when removing particular features which appear as a column in the list views, this does not remove the ability to view the column. For example, if i was to remove the feature "view stock buying prices" from a users role, tha...
mollie mcewan 11 months ago in Roles 2 Idea Accepted - Gauging Support

It'd be great if Selected Roles would sort in alphabetical order

It'd be great if Selected Roles would sort in alphabetical order so that when you're trying to check what a user has already and compare that to the full list of roles or compare to other users, it can be a struggle as they seem to be listed in th...
John Wilkins over 1 year ago in Roles / SAA - Roles and enabled features 4 Idea Accepted - Gauging Support

set correct allocation date on an allocation only entry SL / PL

When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...
Adrian Evans 2 months ago in Allocate / Allocate 2 Further Information Required

List unallocated credit notes and payments on the purchase ledger

This would be useful to ensure we do not over-pay our suppliers. Also useful for reporting on the effectiveness of ledger clerks in allocating these items.
Dick Dick over 1 year ago in Allocate 1 Already Exists

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
Guest over 3 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

Supplier Transactions - ability to update memo field for individual transaction, when allocating

Update Memo field for individual transaction
Val Johnstone over 1 year ago in Allocate 7 Idea Accepted - Gauging Support

System Admin - Roles. Shade folder and sub folder if some features are enabled

In System AdminRoles, the tree view will show a tick in a folder Eg Sales Ledger-Basic if all the features in basic are ticked. If the role only has some features in the sub folders it is tricky to see at a glance if that is the case. Can the fold...
Guest almost 7 years ago in Roles 0 Idea Accepted - Gauging Support

Sage 200 web users able to drill down into budget line details

We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support

For security to prevent users from Right Click Send to Excel

Option to disable Send to Excel on lists for particular users For security purposes
Gary Butler almost 5 years ago in Roles 1 Idea Accepted - Gauging Support

Supplier Allocation - include the query field

Currently the query field is not visible in the supplier allocation screen.
Val Johnstone over 1 year ago in Allocate 0 Idea Accepted - Gauging Support