Sage 200 UKI Ideas Portal

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

ADD A NEW IDEA

Clear

Ideas

    Showing 26

    Ensure Full Compatibility of Sage 200 with New Outlook Before 2029

    With Microsoft Outlook Classic support ending in 2029, Sage 200 needs to ensure full compatibility with the New Outlook application. This includes maintaining existing integrations, such as email functionality and the use of Report Designer, so th...
    Pete Pete about 1 year ago in Email / Emailing 0 Idea Accepted - Gauging Support

    Allow expressions to determine email attachments

    I have spent ages merging the format of 3 company invoices into a master layout The site now have a need to include T&C as an email attachment but the attachments are fixed file, no ability to select attachment A or B depending on some expression
    Andrew Dunn about 1 year ago in Emailing 0 Idea Accepted - Gauging Support

    Sage 200 Bank Feeds - increase polling speed

    Hi, From speaking to Sage support I gather Bank Feeds has a delay in the polling of information from banking institutions. I've seen information stating that transactions up to midday, can become available to download from midnight that evening ...
    Stuart Mcalister almost 2 years ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 2 Idea Accepted - Gauging Support

    Allow the message body in email settings to be amended with Fields from a Customer account

    I think it would be useful to be able to populate parts of the message body in email settings in report designer with customer fields such as contact name, order number on invoices, but also on other options such as purchase orders etc.
    Guest over 6 years ago in Emailing 0 Idea Accepted - Gauging Support

    Bank Feed Limits

    Remove the limit on the number of bank feeds rules available to be set up from 300 to unlimited. Sage provide the ability to add bank rules for accounts, to remove the inefficiency of manually keying transactions but at the same time put a limit o...
    Guest over 4 years ago in Bank Feeds 2 Idea Accepted - Gauging Support

    Add outlook signature when emailing documents from Sage

    Currently if you print a document form sage and select to email any signature on the outlook account is ignored . It would be a good idea if when creating the signature could be pulled through onto the email automatically.
    Guest almost 10 years ago in Emailing 0 Idea Accepted - Gauging Support

    Bank feed rules - bank transfer

    On bank feeds, there is the option to create a bank transfer manually for a transaction. However when creating bank rules, there doesn't seem to be functionality to create a rule for a bank transfer. We have over 100 different cashbooks and the au...
    Andy Donaldson about 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

    Add Alica Bank

    The use of Alica bank is ever increasing and more companies are moving over to this new bank. It would be useful for Sage to incorporate this bank within the ebanking module so customers like us can use this instead of having to make this via the ...
    Becky Ford 6 months ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Save Bank Rules

    When issues occur on Bank Feeds and the only option to resolve the issue is disconnect and reconnect, it causes the problem where bank rules are effectively deleted. Where a customer has numerous bank rules, this is certainly a big problem and ver...
    John Turner over 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

    Bank Feeds - for an easier way to recall saved Drafts

    When you use Bank Feeds, you can save your reconciliation using Confirm Matches, which is like the Save Draft functionality in Bank Reconciliation. When you reopen the Bank Feeds, it highlights the matched lines in yellow, however if you need to s...
    Gary Butler about 7 years ago in Bank Feeds 0 Idea Accepted - Gauging Support