Sage 200 UKI Ideas Portal

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    Change date on posted invoice, journal and bank transaction

    Is it possible to change the date of an invoice after it has been printed and posted in Sage 200 Professional, also change the wrong date on a bank transaction instead of having to do a payment/receipt to correct, and also change date on journals....
    Janine Holloway 9 months ago in Corrections / Corrections / New/Amend Invoice / New/Amend Order / Payment/Receipt 0 Idea Accepted - Gauging Support

    When entering a SL customer receipt / payment, option to toggle on/off account hold status

    We use account status "on hold" for past due SL accounts. When the customers pays, we enter the receipt and a pop up reminds us the account is on hold and asks if we wish to continue. Then we complete the receipt and have to go into amend account ...
    Stuart King over 1 year ago in Payment/Receipt / Payment/Receipt 2 Idea Accepted - Gauging Support

    Who Uses Cheques?

    Cheques are hardly used any more. Payments are usually BACS, online or by transfer. Cheque Number should perhaps be updated in each module to Payment Reference.
    David Low over 2 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

    Prevent a purchase invoice being entered against a purchase order that in on 'Hold'

    When a Purchase order has been placed on hold, it should not be possible to record an order invoice against the PO. This would mean any PO's with GRN issues could be stopped from further accidental processing. It would on mirror the 'On Hold' stat...
    Ashley cook 11 months ago in Record invoice 0 Idea Accepted - Gauging Support

    When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first

    Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittan...
    Alison Alison about 2 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    When entering a receipt payment in sales ledger have ability to enter comment on over-payments

    When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
    Oldschool Oldschool over 1 year ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

    Cash Book attachments

    There is no facility to add attachments to Bank Postings - this would be useful as we would then be able to be able to have a complete audit trail of what makes up the posting and would make audit easier
    Guest over 4 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Option to protect Creditors & Debtors control accounts from direct bank postings

    Nominal codes for Creditors & Debtors control accounts are available in bank payments and receipts. Supplier and Customer payments and receipts should be sufficient.
    David Low over 1 year ago in Payment/Receipt 3 Idea Accepted - Gauging Support

    POP Narratives to show on Nominal Transactions

    When posting a PO invoice currently there isone line created for each nominal code used with a reference of PI and then the supplier account number. We would like an option for this to default to a separate nominaltransaction for each line where t...
    Guest almost 11 years ago in Record invoice 0 Idea Accepted - Gauging Support

    In POP post invoice matching against GRN, GRN line to show paperclip to there is an attachment and allow view of attachment

    When the Goods are received the GRN note is scanned and attached using Attach documents. When using Post invoice we want be able to see that there is an attachment (paperclip or other symbol) and be able to view the GRN attachment to view the quan...
    Karen Ona Gibbons almost 2 years ago in Record invoice 0 Idea Accepted - Gauging Support