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Sage 200 UKI Ideas Portal

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The ability to select which budget you're reporting against when running financial statements

We set a budget for the start of the financial year. I'm sure plenty of other companies then do a re-forecast. Some might do it after Q1, some may re-forecast every quarter for example. It would be incredibly helpful if we could select the budget ...
John Wilkins about 2 years ago in Budgets 0 Idea Accepted - Gauging Support

Purchase order notifications list

We can add manual notifications to a purchase order line but they do not show on this list, would be useful if they did. I understand it only shows if to do with authorisation of order which we do not use. We use notifications for notes on changes...
Wendy Gardner over 1 year ago in Notification 0 Idea Accepted - Gauging Support

Budget Monitoring in New Year when Old Year is still open

The ability to run a budget v actuals report for the new year, when the old year is still open would be very helpful. I have not been given the go ahead to close old year by our accountants. This means I am unable to produce any meaningful budget ...
Guest over 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Workflow Notification For Purchase Order Invoice Receipt

Our old accounting system had a very useful function that sent a workflow notification to the budget holder when an invoice had been received that related to a purchase order. The budget holder was then able to notify finance if they had received ...
Guest about 5 years ago in Notification 0 Idea Accepted - Gauging Support

Ability to add notification to any purchase order and for it to be emailed to the To: recipient

We currently have a client who want to use the Purchase Order notifications as an alert to email the recipient with actions that need to be carried out when a notification is entered against the order. Currently notifications are only sent when an...
Guest over 6 years ago in Notification 0 Idea Accepted - Gauging Support

I would like to maintain multiple versions of my nominal budgets

Throughout the course of the year my budgets are often revised. When I amend the budget I would like to keep a copy of the original budget and also see the new budget. I would also like this to be reflecting in report so I can see original
Guest almost 9 years ago in Budgets 0 Idea Accepted - Gauging Support

Budget audit trail

It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the ed...
Guest almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

Show Transaction Analysis Codes on Reports

It would be very helpful to show Transaction Analysis Codes for those transactions that have them on reports - particularly the Budget Statement Breakdown by Combined Nominal Budget Report. We use these to tag projects or trips but it's difficult ...
Guest almost 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Add new columns to budget v actual by nominal type

It would be beneficial to add a couple of columns onto that report so we can save manual input and time. Two suggested new columns would be forecast and forecast/budget variance. Therefore, when generating the reports we would have 5 columns in to...
Ash Prayagsing over 1 year ago in Budgets 0 Idea Accepted - Gauging Support

Previous Year and Current Year Budget Comparison

There is currently a Previous Year Budget report available (Detailed Budgets Previous Year) but it is only for the previous year and does not show current figures. Could a report be provided that shows: Budgets for this year, last year, MTD, YTD a...
Howard Taylor over 3 years ago in Budgets 0 Idea Accepted - Gauging Support