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Cash Book

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reconcile from multiple bank reconciliation drafts

I save drafts then have to delete them if I have more than one saved. Can they be more flexible? Maybe even Unmark them as 'draft' from within the reconciliation screen?
Kris Kiddy 5 months ago in Bank Feeds (Bank Reconciliation) 2 Further Information Required

increase cashbook group transaction limitation from 1000 records

We have a site that have large volumes of data being processed including grouped cashbook transactions but sage limitations mean 1000 records will not post due to out of memory errors, they have to do it in batches of 500 instead.
joanne scott 4 months ago in Batch Transactions 1 Not an idea

Bank Receipt - F6 function to copy line from above

On Sage 50, we used to be able to use the F6 function to copy the description from the previous line when processing a bank receipt. This was a time-saving feature which would be useful in Sage 200.
Guest about 1 year ago in Payment/Receipt 0 Idea Accepted - Gauging Support

Process standing orders and Direct Debits for specific bank accounts not all bank accounts in the Cash Book

When using the 'Maintain Standing Orders and Direct Debits' Screen you can select the bank account to maintain and amend data prior to posting Using the 'Process Standing Orders and Direct Debits' Screen use can process standing orders for all acc...
Victoria Hanley almost 2 years ago in Direct Debits and Standing Orders 0 Idea Accepted - Gauging Support

Add bank Revolut to the bank plug ins (Reconciliation)

they have a revolut bank feed but not the plug in for the bank
Rachael Holly 5 months ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 8 Already Exists

Expand Cashbook trans. type or use a dropdown function (Y/N) for 1st Reference field and if Y, creating a fix reference in the dropdown

When receiving customer payments or paying suppliers, the methods in how this take place is limited and should be record as such. The following types can take place, CASH, DD (direct debit), SO (stop Order), C/Card (Credit card), BACS, Transfer, C...
Marek Tonderys 10 months ago in Payment/Receipt 0 Idea Accepted - Gauging Support

enhance amend/correct nominal postings

include the option to correct transactions for nominal taxable/non taxable transactions. the help only says cannot amend reversing or recurring entries but we have discovered it doesn't let you correct cash book ones (needed to correct the bank ac...
joanne scott about 6 years ago in Corrections 0 Idea Accepted - Gauging Support

Allow for a sort of bank feed rules

Currently unable to sort bank feed rules, which makes it time consuming to find a rule when trying to amend. It would also be useful to be able to see the last time a rule was used.
Ryan Westhoff 11 months ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Foreign Bank Revaluation on a previous date

Would like the option to revalue the bank on a previous date not just as at today.
Guest about 7 years ago in Foreign Bank Revaluation 0 Idea Accepted - Gauging Support

Reverse bank reconciliation (full reconciliation)

Ability to reverse a bank reconciliation so that if you've made a mistake and can't identify it you can revert to the last bank reconciliation.
Guest over 5 years ago in Bank Feeds (Bank Reconciliation) 1 Idea Accepted - Gauging Support