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Sage 200 UKI Ideas Portal

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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 about 6 years ago in Roles 0 Idea Accepted - Gauging Support

Remove the Sage 200 Bank Reconciliation Automatic re-sort

Reported in the Summer 2019 version of Sage 200, during a Bank Reconciliation when adding a new transaction, once added the list of Matched transactions automatically re-sorts itself into ascending date order, however this can cause problems when ...
Richard Owens over 6 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

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 about 7 years ago in Users 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

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 about 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 over 7 years ago in Login/Log Off 0 Idea Accepted - Gauging Support

Add custom reports to web user roles

currently sage 200 only shows standard reports in web user reporting, would like to be able to add custom ones
Joanne Scott almost 8 years ago in Licence 0 Idea Accepted - Gauging Support

New User Created Date

No where in the database does it store when a user was first created/given access to Sage 200. It would be good to see a CreatedDateTime on the TBLUser table as this would be useful for Audit purposes
Andrew Siddles over 8 years ago in Users 0 Idea Accepted - Gauging Support

Amending Opening Balance figure in Bank Reconciliation screen should made an admin menu option

It is possible to amend the 'Opening balance' figure in the Cash Book Bank Reconciliation screen when reconciling transactions, but also by going into the screen, changing the figure and clicking on Reconcile. No warning message pops up to flag th...
Guest almost 9 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Sage 200 online automatic login

Is it possible to add a remember me option to Sage 200 online instead of entering email address and password every time?
Guest over 9 years ago in Login/Log Off / Provisioning Portal 0 Idea Accepted - Gauging Support