Import/ Export

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...

Importing future year budgets cannot be reported on unless using BI which not all customers do.

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...

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,...

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...

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.

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...

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...

Having the ability to export current budgets and amend profiling would be good

Each month I perform an invoice run of around 200-250 invoice from a third party system. Once completed, I use an upload file to get the details into Sage 200, and update the relevant Customer accounts, however these records are purely financial. ...