Sage 200 UKI Ideas Portal

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    Year end Process - Profit & Loss Movement to Retained Profits

    I'm struggling to understand why the journal transferring balances from the profit and loss nominal codes to retained profits isn’t shown during the year-end process. It would make complete sense to display this movement clearly. (The journal wipi...
    Russell Russell 7 months ago in Year end 0 Idea Accepted - Gauging Support

    Year End Progress Update

    When running the Year End process it would be useful to have more information than Processing I've had two databases sit there in a state of limbo with this message for a considerable time over the last few days unable to tell if the process had c...
    Guest over 4 years ago in Year end 0 Idea Accepted - Gauging Support

    Year End Account Maintenance - P&L transactions are archived, which relate to current Financial Year, but with transaction dates relating to the Previous Financial Year

    Despite the warning that the Account Maintenance routine for P&L Transactions should be run immediately following a Year End routine, some customers are running this routine at a later date. Transactions have then been entered with transaction...
    Eric Belshaw 7 months ago in Year end 0 Idea Accepted - Gauging Support

    Save BI Advanced Settings to increase Rows and Columns to greater than 100

    BI Advanced settings within BI to increase the number of Rows greater than the default of 100 isn't saved when closing the BI report and re-opening. Customers would like this setting to be saved and copied across all of their reports when changed.
    Guest about 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

    Remove Profit and Loss transactions to take notice of the period

    A customer of mine has backdated transactions in Sage 200 prior to running the year end, they didn't want last years nominal updated but they wanted to update their Customer and Supplier balances. Backdating these transactions using 30/4/21 is fin...
    Gary Butler over 4 years ago in Year end 0 Idea Accepted - Gauging Support

    Business Intelligence plugin for 64 bit versions of MS Office

    Since Microsoft is going to be deploying the 64 bit version of Office by default soon, wouldn't now be a good time to get the BI plugin working with it? I'm sure 32 bit will be phased out completely one day, and we won't want to be running legacy ...
    Guest almost 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

    Add the new Nominal Analysis Codes to all related Reports, Workspaces, BI and Excel Reporting

    Please add the ability to report on the new Nominal Analysis codes in Sage 200C to all related reports, Workspaces, Excel workbooks and BI. It would be useful to analyse Nominal transactions and Accounts by these new codes. I have a few customers ...
    Guest about 8 years ago in Business Intelligence / Excel Reporting / Workspaces 0 Idea Accepted - Gauging Support

    Add Stock Analysis codes to BI reports

    The ability to add the analysis codes from stock to BI will be extremely useful especially when looking at stock movements. It is something that has never been included and feel it would definitely help numerous customers.
    Guest about 7 years ago in Business Intelligence 0 Idea Accepted - Gauging Support

    Make Year End Journals Double Entry

    The year end routine posts a one sided journal to the retained profit account and adjusts the balances on the headers of the P&L accounts, but this means if you want to do any transaction based reporting spanning multiple years (lots of custom...
    Vicky Poole about 8 years ago in Year end 0 Idea Accepted - Gauging Support

    Business Intelligence - Restricting Access

    To be able to restrict access to which cubes BI users are able to report on. Currently users have to given full access to all BI reporting data, even if available reports are restricted they are still able to create new reports on any data cube.
    Tom Blatchford over 6 years ago in Business Intelligence 0 Idea Accepted - Gauging Support