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Sage 200 UKI Ideas Portal

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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

Financial Data Designer - Help guide (or lack of)

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

Allow rapid input for Pro Forma invoices

Allow rapid input for Pro Forma invoices.
Elka Williams over 2 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

Can we please have a downloadable version of the Help (version controlled) that can be used off-line.

We have a secure site, where users do not have internet access (and never will have). As a consequence they have no access to the on-line help. Can we please have a downloadable version (version controlled) that can be accessed and used off-line.
Guest almost 9 years ago in Offline 1 Already Exists

A way to prevent invoices with incorrect nominal/cost centre/department combinations to be posted via the invoicing module

If you raise an invoice via a sales order and you accidentally type in the wrong nominal/CC/department combination it highlights yellow as a warning that that does not exist giving you the opportunity to check and correct. However in the invoicing...
Guest almost 9 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

Expose analysis codes & CreateBy to invoicing module

The invoicing module does not allow entry of analysis codes nor shows who created the invoice. This is available as it is stored on the corresponding sales order entry created & hidden from users so can this be exposed to allow both amendment ...
Guest over 6 years ago in New/Amend Invoice 1 Already Exists

Setting for COS postings in the invoicing module

If a post-dated invoice is raised and posted in the Invoicing module any COS postings will be created using the system date when the invoice is posted, rather than the invoice date. Could this be changed so that either the invoice date is used for...
Nat Evans over 7 years ago in Post 1 Idea Accepted - Gauging Support

Invoice Module Add/Select Project

On the new Invoicing module - there is only the option to add/select Nominal Code (no option to select project code) Would be handy to be able to select Project Code - especially if you only want to invoice a non-stock item like a free text/delive...
Paul Daly over 7 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

Sage200CRM vs. CRM Connector Documentation

Today we discovered Sage200CRM will be supported in Sage 200 2017 (there was no confirmed date for depreciating Sage200CRM). Can we have a feature comparison between Sage200CRM and CRM Connector? for example No. Feature Sage200CRM Connector1 Sage2...
Guest almost 9 years ago in CRM Connector 0 Will not implement

Billing Process for Service Invoices

The billing process for service invoices is very cumbersome and time assuming, and involves both the processing of a sale order and despatch of good process before an invoice can be generated. This is inappropriate for service business based busin...
Guest almost 10 years ago in New/Amend Invoice 1 Already Exists