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Sage 200 UKI Ideas Portal

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

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Features list to mirror menu structure

In System Administration it would be useful, easierand less confusing to be able to select features based on where they are within the Sage 200 menu. I.e. when looking for the Enter New Customer Accountfeature, find it in Sales Ledger Sales Accoun...
Guest about 11 years ago in Features 0 Idea Accepted - Gauging Support

Ability to customise or modify process maps to add / remove actions

I have had a number of clients asking if they can tailor the process maps to their own particular requirements. The process maps are a good way of identifying the flow of tasks, especially for new users, however as they are a fixed flow s they mor...
Michelle White about 10 years ago in Process Maps 0 Idea Accepted - Gauging Support

Alphabetical order, instead of id for adding members into companies or company access into users - sage 200 administration

When trying to add members into companies or company access into users its all in ID order and not in alphabetical name order. Would be good if this could be updated for quick adding purposes
Guest almost 6 years ago in Companies 0 Idea Accepted - Gauging Support

Bank Feeds - for a tick box to display unreconciled transactions prior to the date range displayed

If a customer uses bank feeds and has entered transactions on sage at the last day of the month, but display on the statement at the first day of the following month, rather than use 1/12/18 to 30/12/18, the customer would need to set the From dat...
Gary Butler over 7 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Scan a supplier invoice to create a transaction entry.

We've had a client recently review the Scan2Invoice plugin for quick books which reads scanned documents and creates PI transactions and they are keen to have similar functionality within the Sage 200 software. They are aware that there are third ...
Guest over 7 years ago in AutoEntry 0 Idea Accepted - Gauging Support

Sage Standard - to enable Bank Feeds users must have access to Amend CB Account Details

For a user to be able to access Bank Feeds, they must have their user access set to Amend Cash Book Account Details. Customer considers this to be an un-necessary risk. Can Bank Feeds be enabled as a separate Feature so removing the need for havin...
Kate Kisler almost 3 years ago in Features 0 Idea Accepted - Gauging Support

Make available only those workspaces for the modules licenced

When enabling Workspaces and assigning them to Roles please can the licenced modules be taken into account and those Workspaces for modules that the client does not have not show in Sage 200. My example is my client today, they are financials only...
Michelle White almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

Citibank UK to be added to Bank Feeds

We use Citibank and there is no option to add this to the bank feeds in the UK which means we can only enter our transactions manually which is time consuming.
kelly Hollands over 1 year ago in Bank Feeds 0 Idea Accepted - Gauging Support

Book balance to be added to bank reconciliation in Sage 200

In Sage 50 you were able to view the book balance on the bank reconciliation report, in Sage 200 this is not the case
Guest about 8 years ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Sage 200 tracking and monitoring module - integrated with System Utilities User Login Status!

It would be ideal and extremely useful for Sage 200 to have a proper audit tracking monitoring module which shows areas and features users are accessing and what time they last accessed them. SICON currently have a audit add-on but it doesn't have...
Guest about 8 years ago in Tracking and Monitoring Module 0 Idea Accepted - Gauging Support