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Sage 200 UKI Ideas Portal
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Import/ Export

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Import Reversing Journal

Would like to be able to Import Reversing Journals in Sage - would save time instead of having to manually set up all the time
Phil Edmondson almost 6 years ago in Nominal 0 Idea Accepted - Gauging Support

Amendments to Financial Imports

I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...
Simon Tomkins over 1 year ago in Customer/Supplier Transactions 1 Will not implement

Add Nominal Transaction Analysis as a field on the Budget Import

Please can you consider including the Nominal Transaction Analysis codes as a field on the Budget imports in Sage 200 (we use for Education), as we use this field a lot but currently don't have an option to budget against it in Sage. We can apply ...
Samuel Peach-Barnes almost 4 years ago in Budgets 0 Idea Accepted - Gauging Support

Import Sales Transactions - Validate Nominal Accounts to check that they exist

Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense
Saeed Malik about 9 years ago in Customer/Supplier Transactions 1 Idea Accepted - Gauging Support

Multiple URNs on Nominal Transaction Import

I find it quite extraordinary that there seem to be very few requests to improve the NL Transaction Import by allocating 1 URN to all of the imported transaction lines! When a Journal is created in the system, all of the lines have the same J000n ...
Graham Michel over 4 years ago in Nominal 1 Already Exists

ESFA Budget Forecast return outturn (BFRO)

All Schools have to prepare a Budget Forecast return outturn (BFRO)by 21/5/2020. In order to help with this it would be really useful if you would create a report to support this. There is already a field that should provide an analysis of the dat...
Guest almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

The ability to export and import system administration role features

It would be great to be able to export user permissions and import them again to speed up system set up and allow clients to set up their own roles and access permissions.
Chris Housecroft almost 10 years ago in Roles 0 Idea Accepted - Gauging Support

One Click to Import records following validation

Please can you add a button within the validation screen in order to import the transactions immediately once the validation is complete.
Guest about 5 years ago in Nominal 0 Idea Accepted - Gauging Support

Ability to import /export module settings

It would be a good idea if we could export module settings from an existing company and import these into a new company .= We have lots of clients that have multiple companies, and this has to be set up from fresh each time, it would reduce the se...
Guest about 5 years ago in Settings 0 Idea Accepted - Gauging Support

Data to Excel to show Returns/Credits as negative

Not sure if this is possible as Data to Excel dumps the data contained in a report to Excel from the table formatting and ignores formatting on the report, but it would be great if Credits and Returns would show as negatives when using Data to Exc...
Gary Butler over 4 years ago in Excel 2 Idea Accepted - Gauging Support