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Sage 200 UKI Ideas Portal

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Enabling Custom Reports access through API calls

I'm currently working on a project that involves creating dashboards in Power BI, which requires integrating with our company's accounting software, Sage 200 Standard Edition. I successfully downloaded the Power BI component to link the two system...
Eddie Chadwick over 1 year ago in API 11 Further Information Required

Allow import of previous year journals

Client has a 150 line prior year journal to post but the import nominal transaction only allows the current year. Would like a prior year import equivalent
Guest over 9 years ago in Nominal 0 Idea Accepted - Gauging Support

ODBC Connectivity

It would be a good idea to add ODBC connectivity so that the underlying SQL database can be directly queried from Excel
Guest almost 10 years ago in ODBC 0 Idea Accepted - Gauging Support

add supplier transaction nominal validation

currently sage will import with no warnings if the nominal account doesn't exist, this has resulted in journal corrections being required
joanne scott about 7 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

Ability to import Monthly Budgets against projects

This was previously logged as a Wish. Need to have the ability to import Monthly Budgets against projects. At present they have to be entered manually.
Guest over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Single URN for Nominal Ledger Transaction Import

When a nominal ledger journal is imported using the standard Sage 200 nominal ledger import routine, could the system use a single URN for the entire import rather that giving each individual line it&s own URN?
Guest over 9 years ago in Nominal 0 Idea Accepted - Gauging Support

Import journal transactions template usernumber field to be made mandatory:

When we use the import transactions functionality to upload a journal via the .csv template http://desktophelp.sage.co.uk/sage200/sage200standard/Content/CSV%20samples/NominalTransaction%20CSV.csv I have noticed that the UserNumber field is not ma...
Guest over 6 years ago in Nominal 1 Idea Accepted - Gauging Support

Import Sales Transactions - Transaction Date Validation rules to be followed

The system lets transaction dates through with any dates, it does not look at the transaction date validation rules in ASM
Saeed Malik about 10 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

Headers on CSV

Export headers on CSV files
Guest over 10 years ago in CSV 0 Idea Accepted - Gauging Support

Workspace Filters on the fly

Since upgrading from Sage 200 2011 to 2016 earlier this month, we've lost some really useful functionality that allows us to flexibly work with sales orders in Workspaces. Previously there were various filter options/criteria on each column header...
Guest about 9 years ago in Filtering 0 Idea Accepted - Gauging Support