Account

When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.

We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...

Could an approvals style routine be build in to allow a senior user to approve any bank detail changes please? The audit log is good but it doesn't prevent changes and so issues could arise before anyone is aware.

Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...

My colleagues and I all agree that it would be much more helpful to have the following contact information on both ledgers: Job Title, First Name, Last Name Rather than: Salutation, First Name, Middle Name, Last Name

Add a Job Title field to the contact screen for Suppliers and Customer. Helps to identify who is who in a company

In Sage 200, if you try to delete an account with no transactions it may say "The account cannot be deleted as it is used by another module" It would be useful if the system could tell you which modules it is being used by otherwise you have to ru...

Ability to transact through the PO function for a one time supplier without wishing to store all their details on a PL account record.

Post code field on new sales ledger or purchase ledger account field, has a search facility, to save time on data input.

Draft Intrastat Declaration report doesn't currently show the Purchaser VAT, Country of Origin and non-VAT registered flag details. These details are included on the Intrastat dispatch csv file in Sage 200 Professional 2022 R2 onwards and may caus...