Sage 200 UKI Ideas Portal

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    Make Year End Journals Double Entry

    The year end routine posts a one sided journal to the retained profit account and adjusts the balances on the headers of the P&L accounts, but this means if you want to do any transaction based reporting spanning multiple years (lots of custom...
    Vicky Poole about 8 years ago in Year end 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

    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

    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

    Nominal Removal of Previous Year Profit amp; Loss Transactions

    Current option removes transactions based on Transaction date only. nbsp;In the scenario whereby the first period has been opened, transactions dated for the previous Financial year have been posted and Removal of previous year Profit amp; Loss ha...
    Anthony Lester about 10 years ago in Year end 0 Idea Accepted - Gauging Support

    Year End Remove Profit and Loss transactions

    Ever since the option to Remove Profit and Loss transactions from the Year End screen was moved to the Account Maintenance screen it seems to be getting forgotten about by customers. Request to move it back the Year End screen
    Andrew Siddles almost 9 years ago in Year end 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

    Automated creation of a previous financial year in Standard/Education

    I think it'd be beneficial to have a previous financial year automatically created when schools/standard customers are setting up their company for the first time. This would handy for those who have forgotten to post prior year journals so new op...
    Guest about 7 years ago in Year end 0 Idea Accepted - Gauging Support

    XML imports - scheme

    Within the help menu, there are csv import file examples with the xls guide to completing them, there is also an XML example, but no formal XML scheme behind the XML example. The XML scheme should show field level attributes, i.e. the characterist...
    Guest over 7 years ago in Import help 1 Idea Accepted - Gauging Support

    Web Set Up Guidance

    All the guidance for how to set the web up and process all requisitions and orders is all very segregated all the guidance notes need to be together from a person raising a requistion to the order being sent out. The videos should include sound wi...
    Guest almost 8 years ago in Help/ Documentation 1 Idea Accepted - Gauging Support