Sage 200 UKI Ideas Portal

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Project Accounting

    Showing 44 of 2228

    Create separate database tables for archived Projects.

    I have a customer who has an issue displaying all of their 100K+ Projects in the list view. They spent some considerable time archiving them so that only 1000 of them remain. However, the issue still occurs. This is logged as an issue with Sage. H...
    Richard Cunningham over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    WTE Narrative - Making it Mandatory

    It would be a good idea to make the Narrative mandatory so when users submit their timesheets people who are authorising the timesheets have a bit more information as currently you can leave it blank and the Narrative isonly editable when its a dr...
    Guest over 9 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Remove prefix on Project Enquiry Screen Date criteria

    In Project Accounting Project Enquiries Analysis, on most/all of the Enquiryscreens, the &Transaction Date Range& criteria is prefixed as &Between& and a date range e.g. 15/01/2016 and 15/04/2016. It would be useful if this was set...
    Guest over 9 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Link Project Accounting to Sales Ledger to prevent projects being entered for On Hold customers

    Sage is not consistent in that it allows Projects to be put on for customers who are On Hold in Sales Ledger. It would be useful if the link to Sales Ledger pulled through this information, which could prevent Projects from being entered, or a war...
    Guest over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Integrate analysis codes to Project Accounting

    Integrate analysis codes on financial modules to Project Accounting (Project Item types) to enable direct posting and better reporting .
    Guest about 6 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Delete Archived Projects

    Currently you can only archive projects in sage 200, I would like to be able to delete archived projects to help comply with GDPR, free up space and speed up lists and lookups.
    Guest about 6 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Add resource scheduling and forecasting to Project Accounting

    It would be a huge benefit if you could add resource scheduling (which could update people calendars and costs to projects) and forecasting functionality. A lot of project work needs scheduling to show who is doing what and when, and also the fore...
    Guest about 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Reprint invoices and credit notes from sales ledger if project accounting used to generate invoices & credit notes

    We use Project accounting to generate all sales invoices and credit notes. This means you have to jump form sales ledger to project accounting if you need to reprint or credit note You cannot reprint invoices & credit notes while Sales ledger ...
    Kieran Grant about 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Expense Claim date incurred field and closed Periods

    If the setting for not allowing to post anything not in the current period is in Accounting System Manager - Settings- System Settings and in the transaction settings it is currently set to Use accounting period based validation and has Unacceptab...
    Guest over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Filter Projects when authorising expenses and timesheets if resource filtering is enabled

    Currently if a person authorises timesheets and expenses in 2015 via self service and you have either resource filtering set up in the project or via the filter tab in the edit resources area, you can still authorise someone&s time sheet which...
    Guest over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support