Skip to Main Content
Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Sales Ledger (Customers)

Showing 205 of 2228

Allow multiple email addresses against a single role for emailing layouts

allow an email address to be entered on an account in a format of multiple addresses separated by semi colon. For example the sales ledger contact for the send statement role to be entered as sales@company.com ; accounts@company.com so that when t...
Guest about 7 years ago in Account 0 Idea Accepted - Gauging Support

add a column showing the outstanding values on a sales ledger enquiry

add a column showing the outstanding values on a sales ledger enquiry
Rick Rick over 3 years ago in Transaction Enquiry / Transaction Enquiry 1 Idea Accepted - Gauging Support

Allow user to specify a write off date when processing bad debt write-offs

can the system be amended to allow user to specify a write off date when processing bad debt write-offs? It uses the current date as a transaction date which isn't ideal.
Guest over 6 years ago in Write Off Bad Debt 1 Idea Accepted - Gauging Support

To add a new screen where it is possible to tick Accounts to be hidden/re-activated en-masse (all ledgers)

Customers regularly ask the question whether it is possible to hide accounts en-masse. In the Purchase and Sales Ledgers it is possible to sort Accounts in the Accounts List View using the &Date of Last Transaction & field, then select mul...
Eric Belshaw over 3 years ago in Account Status / Account Status 0 Idea Accepted - Gauging Support

Adding Company Registration on customers

Being able to add company directors and addresses or partnership names and addresses together with company registration number if limited company would be very useful.
Christine Sellick over 2 years ago in Account 0 Idea Accepted - Gauging Support

Sales/Purchase Ledger Duplicate Reference & Date Check Tool to allow check on reference only

It would be good if this checker could have an option to check the Reference Only rather than both the Reference & Date having to be duplicated for the warning message to appear.
Howard Taylor over 1 year ago in Invoice/Credit / Invoice/Credit 0 Idea Accepted - Gauging Support

Nominal code look up

When looking for the correct nominal code, is it possible that you could enter a few characters and the look up will start from there rather than going through the whole nominal list.
Debbie Waring over 1 year ago in Invoice/Credit / Invoice/Credit 1 Already Exists

Audit for account changes

A few customers have queried whether or not they can audit who has amended an account so they can see who changed something. There should be a way to check when a Sales Ledger account, Purchase Ledger Account, Nominal Code, Stock Item, etc. was am...
John Dunn almost 7 years ago in Account 1 Idea Accepted - Gauging Support

Allow Unicode characters in address details

When receiving orders from countries like South Korea & Greece the Delivery address does not handle the local language of the country. i.e. it replaced foreign characters with question marks.
simon IT tech about 1 year ago in Account / Account 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 about 1 year ago in Statements 0 Idea Accepted - Gauging Support