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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 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

Add credit card to cash book

Within Sage 50 you can when setting up a new bank you can tick to show this is a credit account. This is were we processed our company business cards, Sage 200 does not have this
Guest about 10 years ago in New/Amend Account 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 almost 7 years ago in Users 0 Idea Accepted - Gauging Support

Nominal Ledger - Enter New Accounts & Generate New Accounts - Display A/C Balance

Display A/C Balance should be ticked as default or add a setting tonbsp;choose whether the default is ticked or unticked
Saeed Malik over 10 years ago in New/Amend Account 0 Idea Accepted - Gauging Support

Demo Data/Migrated Data - Display Account Balance not ticked on all Nominal Accounts

Every time a new demo data version we have to run a script to change all the accounts to True. This is also the same for when Sage 50 data is migrated to Sage 200
Saeed Malik over 10 years ago in New/Amend 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 over 10 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

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 over 7 years ago in Licence 0 Idea Accepted - Gauging Support