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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Restricting access to Sales accounts for specific users

The ability to assign specific sales accounts to SOPs and Salesmen would give us better control of our data and streamline the data for both those roles so they only see the accounts relevant to them
Yasmin Davies over 2 years ago in User Permissions 1 Idea Accepted - Gauging Support

Invoice Automation/Recognition for Sage 200

Invoice Automation and Automated Recognition which means a computer recognising and automating entering the data on a PDF document (i.e. a purchase invoice or a purchase credit note). This avoids having to key in data and in more advanced systems ...
Guest over 4 years ago in AutoEntry 0 Idea Accepted - Gauging Support

Scan a supplier invoice to create a transaction entry.

We've had a client recently review the Scan2Invoice plugin for quick books which reads scanned documents and creates PI transactions and they are keen to have similar functionality within the Sage 200 software. They are aware that there are third ...
Guest over 7 years ago in AutoEntry 0 Idea Accepted - Gauging Support

Amend Order Status/Sop User Permissions off hold button to be greyed out:

If a user has not got permission in sop user permissions to override an order on entry when its on hold then they shouldnt be able to override at any other various stages. We require the flexibility to either have the on hold, off hold and cancel ...
Guest over 10 years ago in User Permissions 0 Idea Accepted - Gauging Support