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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Ideas

    Trial Balance by Month Report

    To be able to produce a Trial Balance by Month report as you can do in Sage 50...
    Saeed Malik almost 8 years ago in Reports 0 Idea Accepted - Gauging Support

    Export Product Groups

    You can import Product Groups, much like stock items, and they can be a complicated structure with all of the Search Categories, Batch/Serial settings and what not, but you cannot Export them. This is useful if you are moving Product Groups to oth...
    Gary Butler about 7 years ago in Stock 0 Idea Accepted - Gauging Support

    Show credit figures as negative values on reports and layouts

    Currently on most reports and layouts in Sage, credit figures are not shown as negative figures. The problem can be fixed by adding an expression to the layout but it should show credit figures correctly, as standard. An example of a problem repor...
    Michelle White about 10 years ago in Sales Ledger - Show Credit Values as Negatives 0 Idea Accepted - Gauging Support

    Reports pull current cost prices, rather than cost prices at the time of invoicing.

    We run reports, profitability etc. Currently, these reports use the current cost prices, not the cost prices at the time of the transaction. This causes incorrect values following supplier price increases etc. The reports show selling prices (at t...
    Graham Coward over 2 years ago in Invoicing - Profitability Reports 1 Idea Accepted - Gauging Support

    Add create unposted invoice to API endpoints

    There are major limitations to the functionality offered by the current Sage 200 Standard API. In particular there is no endpoint for creating an unposted invoice. This leave a major hole in any integration that depends on invoices being created
    Hugh Smith over 2 years ago in API / New/Amend Invoice 2 Idea Accepted - Gauging Support

    It would be helpful if we could bulk import stock description changes.

    We need to change the description on several of our stock items but there doesn&t appear to be a way to import changes, in the same way that purchase and sales prices can be imported.
    Guest over 9 years ago in Stock 0 Idea Accepted - Gauging Support

    Add Returns/Credit Notes to the Invoice Profitability reports(2632)

    Add Returns/Credit Notes to the Invoice Profitability reports
    Guest about 11 years ago in Invoicing - Profitability Reports / Profitability 0 Idea Accepted - Gauging Support

    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

    Reports - Export to Excel without merged cells and the need to remove un-necessary data

    All the most popular reports to be configured to export to excel without merged cells, users do not have time to amend the reports in report designer
    Saeed Malik about 9 years ago in Send To Excel 0 Idea Accepted - Gauging Support

    Report - Export to Excel - add an option to export direct to excel rather than having to save the report first

    You have save the file first, it would be good to export direct to excel
    Saeed Malik about 9 years ago in Send To Excel 0 Idea Accepted - Gauging Support