Ideas

Showing 186

To be able to refund imported Opayo entries

You are able to refund Payment with Order and Online Card Receipt transactions with Opayo, however if you import them from Opayo, you are unable to refund. It would be beneficial that Sage200 could do the same as it does with the transactions crea...

Gary Butler over 4 years ago in Opayo 0 Idea Accepted - Gauging Support

2 VOTE

Restrict user access by country at the role level

Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.

James Dowdeswell over 4 years ago in Roles 1 Idea Accepted - Gauging Support

3 VOTE

When removing an option from a roles menu, it remains in favourites unless removed manually.

In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...

Guest over 7 years ago in Roles 1 Idea Accepted - Gauging Support

1 VOTE

When processing online card payment - can we review the customers opening transactions and also get a print of the receipt - both of these can be done in sage 50

Customer has just moved from Sage 50 to Sage 200. When processing online card payments in sage 50 you can see what open transactions are on the account before entering the payment value - in sage 200 you cannot do this you have to go into another ...

Lisa Ward over 2 years ago in Opayo 0 Idea Accepted - Gauging Support

4 VOTE

Remember default Role for user in Sage 200 2015

in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...

Guest over 10 years ago in Roles 0 Idea Accepted - Gauging Support

4 VOTE

Supplier Bank Details - Authorisation to Change/better reporting on changes

Rather than resorting to a 3rd party add-on to track changes on the Supplier Bank Details tab would be a good idea to introduce some form of authorisation or be able to report on thechanges mademore easily i.e. who changed them and when.

Jayne Moody almost 11 years ago in Bank - Dual Authorisation for Changing Supplier Bank Details 0 Idea Accepted - Gauging Support

4 VOTE

Integrate Exchange Rate between Sage 200 and Sage CRM

Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...

Guest about 11 years ago in CRM 0 Idea Accepted - Gauging Support

3 VOTE

CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM

CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...

Guest over 8 years ago in CRM 1 Will not implement

2 VOTE

Sage 200 Client - Restrict session permission to one session

It's currently possible for the same user to run the sage client application more than once - this takes up additional user licences and can also cause other issues

Saeed Malik almost 6 years ago in Installation 1 Idea Accepted - Gauging Support

3 VOTE

Copy multiple roles into a new role:

Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...

Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

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