Ability to identify Customers and Suppliers as Counterparty transactions and report on this for Annual Accounts Return
Academies are required identify transactions between the trust and other public bodies (Counterparties) and report these in the Annual Accounts Return each year. It would be really useful to tick a box or select a drop down on a customer or suppli...
Guest
over 8 years ago
in Customer/Supplier
0
Idea Accepted - Gauging Support
Make available only those workspaces for the modules licenced
When enabling Workspaces and assigning them to Roles please can the licenced modules be taken into account and those Workspaces for modules that the client does not have not show in Sage 200. My example is my client today, they are financials only...
Michelle White
over 8 years ago
in Roles
0
Idea Accepted - Gauging Support
If a company hasn't bought commercials/project accounting etc.. why have these showing as folders in the main menu structure, would be much cleaner if only showed the ledgers that the company has bought from Sage. Also, would be nice if workspaces...
Guest
over 8 years ago
in Roles
0
Idea Accepted - Gauging Support
Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.
For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
Guest
almost 10 years ago
in Roles
0
Idea Accepted - Gauging Support
Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.
James Dowdeswell
over 4 years ago
in Roles
1
Idea Accepted - Gauging Support
We have set up a process to use SAGE for education to record parental donations and compile gift aid reports in a format which can be pasted into the HMRC OSD spreadsheet. I record donations in an access database, but it could just as easily be a ...
Guest
over 6 years ago
in Gift Aid
0
Idea Accepted - Gauging Support
When removing an option from a roles menu, it remains in favourites unless removed manually.
In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...
Guest
over 7 years ago
in Roles
1
Idea Accepted - Gauging Support
in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
Guest
over 10 years ago
in Roles
0
Idea Accepted - Gauging Support
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
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
