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Import/ Export

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Budget Imports need to overwrite everything

When you import a budget using the import template, at the moment it will overwrite only values of 0.01p or over. If you leave a value blank or a zero it will leave the previous allocation as it is. The ramification of this is that the whole Nomin...
Guest over 6 years ago in Budgets 1 Already Exists

Nominal Maintenance - Zero Nominal Budgets

For re-forecasting purposes - Add an option that allows you to clear down the budgets - Current & Future years.At present you have import zerovaluebudgets on every account that has an existing budget either for all accounts, one cost centre, o...
Saeed Malik about 9 years ago in Budgets 0 Idea Accepted - Gauging Support

Nominal Report for future year budgets

Importing future year budgets cannot be reported on unless using BI which not all customers do.
Jayne Moody over 9 years ago in Budgets 0 Idea Accepted - Gauging Support

Remove the forced default NL code on Customer and Supplier import

This has been introduced since you changed the import/update feature in Sage 200. Previously all customers and suppliers could be imported without a NL code. Now they cannot. Its forcing me to run scripts on every db to remove a default NL code. A...
Guest over 5 years ago in Customer/Supplier Account 0 Idea Accepted - Gauging Support

Import Customer Transactions - Sales Receipts - Allow Bank Account to be specified

When using the Import Customer Transactions routine to import sales receipts, there is no option to specify which bank account should be used. The default bank account is used. When you enter a sales receipt via the Enter Customer Receipt routine,...
Steve Diaper almost 3 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

Importing CSV file for Nominal Transaction - the URN should be auto-populated.

If I do not enter a URN, each line is treated as a different posting and it is posted even though each URN does not balance. If I use the next URN in settings, the settings register does not get updated, which allows multiple postings with the sam...
Guest over 8 years ago in Nominal 0 Idea Accepted - Gauging Support

to be able to export journal templates form a test company not a live company

Customer has set a number of journal templates in their test company and would like to be able to transfer these to the live database.
Guest almost 9 years ago in Nominal 0 Idea Accepted - Gauging Support

Copy text from an external document in to Sage 200

Previously logged on the old 'Wish List', adding to the Ideas Hub: To be able to copy text from an external document such as Microsoft Word that can contain formatting such as a hyperlinks or information from a table Description The customers copy...
Guest about 9 years ago in Text formatting 0 Idea Accepted - Gauging Support

Make N/L Imported Transactions reconcilable

I have imported bank account transactions and found that they are not available in the Bank Reconciliation transaction list. Our business partner says reconciling imported transactions is not possible which I find incredible. I request this is rec...
Guest about 6 years ago in Cash Book 1 Further Information Required

Ability to export budgets

Having the ability to export current budgets and amend profiling would be good
Guest about 6 years ago in Budgets 0 Idea Accepted - Gauging Support