Sage 200 UKI Ideas Portal

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    SOP Archiving by customer account number

    We need functionality to archive sales orders by customer account number. This is crucial as we cannot delete a customer account without archiving the data first. At present we can only archive based on date, therefore, we are also archiving order...
    Katja Monks over 1 year ago in Archive 0 Idea Accepted - Gauging Support

    Month End & Period End Wizard

    To have all the month/period end features in one place eg Maintain Accounting Periods, Reconciliation Enquiry, TB, P&L, Balance Sheet
    Saeed Malik almost 8 years ago in Month End 0 Idea Accepted - Gauging Support

    Ability to tag Sales Orders or Sales Quotations for Archiving

    Currently you can only archive orders and quotations by specifying a date to, it would be useful to be able to tag orders for archiving
    Saeed Malik almost 6 years ago in Archive 0 Idea Accepted - Gauging Support

    Change what is included in quot;period end routinesquot;

    Hi, apologies if this seems a bit picky, but Ive often thought a lot of routines are quot;dumpedquot; into the heading quot;period end routinesquot; when they arent really part of this. If we take the Nominal Ledger for example....there are severa...
    Guest almost 10 years ago in Month End 0 Idea Accepted - Gauging Support

    Order Archiving Process has wrong criteria

    In Sales Order Processing you have the opportunity to archive old orders. However, the &date& criteria works on the order date - i.e. the date the order was placed. Our customer recently &lost& the ability to reprint current year i...
    Guest over 10 years ago in Archive 0 Idea Accepted - Gauging Support

    Sales orders to archive correctly for consolidated invoicing accounts was wish list 3990

    The Archive Sales Orders function is using Invoice Date if the Sales Ledger Account is set to Consolidation. (Normal Sales Orders will archive on Order Date)　 This problem occurs on SOPs that are left open for a long period of time, have many li...
    Guest almost 10 years ago in Archive 0 Idea Accepted - Gauging Support