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Sage 200 UKI Ideas Portal

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Cash Book

Showing 111 of 2189

Retain order of matching for Draft Bank Reconciliation

When matching transactions in a Bank Reconciliation and then saving to Draft, the order that the transactions are matched is not saved, so when recall of the Draft Reconciliation takes place, the matched order has potentially changed, unless match...
Guest over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Bank Statement Reconciliation Report - one report showing Unreconciled and Reconciled Transactions

One report showing the Bank Reconciliation rather than 2 reports Reconciled and Unreconciled. eg Bank Statement Balance b/f XXXX Reconciled Transactions XXXX Bank Statement c/f XXXX Unreconciled TransactionsXXXX Cash Book Balance XXXX Also do not ...
Saeed Malik about 10 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Bank Reconciliation - Cash Book Balance to be shown up to the date you are reconciling - screens & reports

Users find it very confusing as the cash book shown on screen and on reports is the current cash book balance and not the cash book balance up to the date that you are reconciling
Saeed Malik over 6 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

increase cashbook group transaction limitation from 1000 records

We have a site that have large volumes of data being processed including grouped cashbook transactions but sage limitations mean 1000 records will not post due to out of memory errors, they have to do it in batches of 500 instead.
joanne scott 11 months ago in Batch Transactions 1 Not an idea

Ability to create a bank feed matching rule without having to create a transaction.

99% of the time the invoice is already in sage so I don't want to create another just to create a matching rule.
Ellen Duncan over 1 year ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Add bank Revolut to the bank plug ins (Reconciliation)

they have a revolut bank feed but not the plug in for the bank
Rachael Holly about 1 year ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 8 Already Exists

Reports of previous bank reconciliations

Hi As a previous user of Sage 50, the access to previous bank reconciliations reports proved to be a beneficial tool. It is not possible to find the access to these reports in Sage200 Standard. Can you please add this feature as I am sure that it ...
Guest about 4 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

Allow the facility to include bank charges to receipts into sterling account from foreign accounts.

Currently you are able to post bank charges as part of the receipt on foreign currency bank accounts. Why is this not possible on sterling accounts when monies have been received from overseas.
Guest almost 3 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

Reverse any Nominal Transaction

Starting from the nominal ledger; Create an option to reverse transaction that resides in an Open or Future accounting period. If the transaction originates in a known module then also reverse the transaction in the source module. Selection would ...
Guest about 9 years ago in Corrections / Corrections 0 Idea Accepted - Gauging Support

Clone or Template Receipt

It would save me a huge amount of time if I could clone a receipt or create a receipt template. As a school we receive weekly income for several different departments/nominals and it is time consuming to select all the codes each time we input the...
Guest over 5 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support