I am new to sage and there had been a gap between our training and using sage, one of the features I liked on sage was the F1 help function and videos, some of these need updated as I followed the help menu in posting journal entries. The video us...
CRM connector - the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box
CRM connector – the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM
Guest
over 8 years ago
in CRM
1
Will not implement
You are able to refund Payment with Order and Online Card Receipt transactions with Opayo, however if you import them from Opayo, you are unable to refund. It would be beneficial that Sage200 could do the same as it does with the transactions crea...
Gary Butler
over 4 years ago
in Opayo
0
Idea Accepted - Gauging Support
When processing online card payment - can we review the customers opening transactions and also get a print of the receipt - both of these can be done in sage 50
Customer has just moved from Sage 50 to Sage 200. When processing online card payments in sage 50 you can see what open transactions are on the account before entering the payment value - in sage 200 you cannot do this you have to go into another ...
Lisa Ward
over 2 years ago
in Opayo
0
Idea Accepted - Gauging Support
Do not print an Ask Sage article if you want to save trees
I needed to print article 34436 - troubleshooting the CRM connector. Because it has been reformatted in a larger typeface (and possibly made to look pretty) by someone who only looks at a display screen, it comes to 10 pages of paper - where the w...
Guest
over 7 years ago
in Knowledgebase
1
Will not implement
Please can a guide be produced for the format of writing P+L's in the excel reporting section, they are much better than the old style PDF P+L, as great to have monthly trend showing, however making the format behave as you want is tricky, as seem...
Guest
over 7 years ago
in Excel Reporting
0
Idea Accepted - Gauging Support
Integrate Exchange Rate between Sage 200 and Sage CRM
Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...
Guest
almost 11 years ago
in CRM
0
Idea Accepted - Gauging Support
CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM
CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...
Guest
over 8 years ago
in CRM
1
Will not implement
Allow Bank Feeds and Supplier Payments to be used together
Could the software be amended to allow supplier payments to be generated and uploaded to the bank, and the bank feeds option still work to download transactions?
Guest
almost 6 years ago
in Bank Feeds
2
Further Information Required
With the need for security, bio-metric (fingerprint) authentication is how one our customers logs onto their bank accounts. After installing the relevant bank plug-in the only authentication options are a PIN sentry or memorable information/passwo...
Guest
almost 6 years ago
in Bank Feeds
2
Further Information Required
