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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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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 over 10 years ago in Bank - Dual Authorisation for Changing Supplier Bank Details 0 Idea Accepted - Gauging Support

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

Custom Roles For User Access

It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
Guest almost 6 years ago in Roles 0 Idea Accepted - Gauging Support

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 over 8 years ago in Roles 0 Idea Accepted - Gauging Support

Web user licences

Are we able to increase the amount of web user licences past 150 ? We are a growing company and will need more licences for future staff, which may sadly mean changing software provider if this isn&t an option.
Guest over 3 years ago in Licence 0 Will not implement

Ability to highlight and change multiple user access information at the same time

At the moment you have to select one user copy another users info press copy then save then the screen logs out and you have to go through the whole process again for the next user. This ability would be great and save time if you could select all...
Guest almost 7 years ago in Users 0 Idea Accepted - Gauging Support

Customer Alerts - allow user to add alerts in Customer Account Enquires

The new functionality is only available in Amend Account and not in Account Enquiries. Finance Managers do not wish to give everyone access to amend account.
Saeed Malik almost 7 years ago in Account / Account 0 Idea Accepted - Gauging Support

Multiple supplier addresses on purchase ledger account

Ability to have multiple addresses on supplier account for use throughout software I,e. pop, remittances cheques etc
Guest over 10 years ago in Account 0 Idea Accepted - Gauging Support

Allow creation of mandatory customer and supplier roles

When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
Guest almost 11 years ago in Roles 0 Idea Accepted - Gauging Support

Prompt on how to clear disconnected logins

The system should be able to give guidance on how to clear disconnected logins when you get an error message stating you are accessing another area of the program. Whether it be a brief step by step on where to go, or a hyperlink to the help files...
Guest about 7 years ago in Login/Log Off 0 Idea Accepted - Gauging Support