Sage 200 UKI Ideas Portal

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    Statements to multiple addresses

    More and more now, I'm finding that we are having requests for statements to be sent to multiple addresses. I can set up a reminder to do this manually but it would be wonderful if there was a setting for this.
    Christine Sellick 9 months ago in Statements 2 Idea Accepted - Gauging Support

    Generate separate emailed statements for the same email account

    When emailing statements, if two customers have the same email address, only one email is generated for the email account. It would be good to have an option to split them
    Tim Critchley 5 months ago in Statements 0 Idea Accepted - Gauging Support

    Customer Statements on Sales Ledger

    It would be a good idea to have customer statements to print from the web portal and send it to the customers.
    Sudheer Sudheer over 1 year ago in Statements 1 Idea Accepted - Gauging Support

    Ability to WhatsApp Statements

    To have functions other than email available to send documents from, specifically via Whatsapp.
    Charlotte Edwards over 1 year ago in Statements 0 Idea Accepted - Gauging Support

    Setting to allow the user to choose the statement production method

    currently defaults to paper, would like choice of email
    joanne scott almost 6 years ago in Statements 5 Idea Accepted - Gauging Support

    Aged debtors figure when completing year end figures

    I hide customers who have nil balances. However, when running aged debtors for year end, the figure only includes those customers that are current (not hidden). This alters the figure as far as I can see. Am I doing something wrong or is it that w...
    Christine Sellick 11 months ago in Statements 4 Idea Accepted - Gauging Support

    Reports that have criteria for Analysis Codes should only list values in the drop down list that are present in the analysis code used in the criteria

    eg the default reports installed show all analysis codes in the drop down lists when you click on Criteria, each report has to be amended to restrict the values.
    Saeed Malik about 7 years ago in Criteria 0 Idea Accepted - Gauging Support

    To have the option to enter leading zeros on Report Criteria

    It can be quite time consuming have to enter the leading zeros when filling out a criteria on a report. So it would be useful if you could select oneither the criteria within the report, or the report criteria within Sage 200 if you want to enter ...
    Guest almost 9 years ago in Criteria 1 Idea Accepted - Gauging Support

    Run SL / PL reports by Tax Code

    For the ability, out of the box, to run Sales Ledger and Purchase Ledger transaction listing reports with the criteria of Tax Code. This way, if there is concern that someone has entered a variety of transactions with the wrong tax rate, then - wi...
    Guest about 9 years ago in Criteria 0 Idea Accepted - Gauging Support