When matching the TB to the aged debtors, there can sometimes be a discrepancy and then you have to try and find this. For example, the discrepancy is £5000 and sometimes, it can be just one figure and you find that the allocation date was incorre...
Janine Holloway
2 days ago
in Reports
0
Review Required
Invoices open to be amended up until they are Posted onto Sage.
We need to be able to amend invoices if there is a small error - date/amount/vat code etc unfortunately once you print or save you cannot amend. It would be much better if you could amend prior to being Posted rather than having to credit and re-r...
sean higgins
3 months ago
in Post / Print
5
Idea Accepted - Gauging Support
On Sage 50, once you raised a purchase order, you had the option to press email on the top ribbon and it would send your order straight into your draft folder, with Sage 200 this function is missing and it seems a much more complicated process, ha...
David Dowler
10 days ago
in Email
2
Idea Accepted - Gauging Support
Add in the ability to select reasons for a credit note from a drop down list to ensure better analysis of credit reasons (i.e. invoicing error, customer returned due to product issue, etc)
Tayla Adams
5 days ago
in Invoicing
0
Review Required
Make the DateTimeCreate / DateTimeUpdated Visible in Sage
There are many reasons why end-users need to see the date/time created of Sage records I have a customer asking for the details in relation to web created orders I have often been frustrated that the end-user cannot see the date a transaction was ...
Add "Outstanding balance" on Transaction Enquiry screen
It would be useful to have an additional column on the Transaction Enquiry screen that shows the Outstanding or Unallocated Balance for each transaction? (In both Sales Ledger and Purchase Ledger). At the moment we have 'Value (total)' and 'Alloca...
Elaine Newton
6 months ago
in Transaction Enquiry
3
Idea Accepted - Gauging Support
Introduce a way for disconnected logins to be cleared down automatically after a set period of say 1 hour or 1 day etc, currently we have to manually do this, and we only find out when a user reports an issue. Or even if that is not possible some ...
Jo Kirkup
about 2 months ago
in Login/Log Off
0
Idea Accepted - Gauging Support
Functionality that was available in Sage 50 but not Sage 200? No issues with this being for specific users / admin permissions but mistakes are made, especially when trialling new processes so it would be great if they can be removed.
Lydia Thompson
3 months ago
in Purge / Purge
3
Idea Accepted - Gauging Support
Write off incomplete purchase orders to give option to not make nominal postings
Some sites would prefer postings not to be made as they have to reverse the postings as a result. This example is if the order has been invoiced but not received so the write off posts debit to write off nominal and credits finished goods. They ju...
joanne scott
3 months ago
in Write Off Orders
1
Idea Accepted - Gauging Support
