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Sage 200 UKI Ideas Portal

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Ideas

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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 almost 11 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

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

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

Project title and total daily hours in timesheet entry view

I work on lots of different projects each day and presently have to keep a spreadsheet to translate project titles into Sage project codes because these aren't shown on our company timesheet entry screen. Having the project titles shown as well wo...
Guest about 3 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Fuzzy search to help find similar project names

We sometimes find that people have created duplicate projects, perhaps due to different spelling or wording. A search showing items which have similar content or are similarly spelt (even if only as a new project is created) would help to avoid th...
Guest about 3 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Would like to report on Budgets in Project Accounting

Currently, there is no facility to report on project item budgets unless transactions have been entered against them.
Richard Cunningham about 10 years ago in Project Accounting 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

Option to collapse the entire project item tree

The project item tree when entering a project transaction opens fully expanded. A number of customers have asked if it is possible to set this to open fully collapsed as they have a lot of levels to their projects and find it difficult to navigate...
Chris Housecroft over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project Accounting List View - Additional Information fields

It would be ideal if more than 5 additional information fields could be added to the desktop list view.
Edgar, Steve about 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support