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Integration

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Bank Feeds - for an easier way to recall saved Drafts

When you use Bank Feeds, you can save your reconciliation using Confirm Matches, which is like the Save Draft functionality in Bank Reconciliation. When you reopen the Bank Feeds, it highlights the matched lines in yellow, however if you need to s...
Gary Butler almost 6 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Invoice Automation/Recognition for Sage 200

Invoice Automation and Automated Recognition which means a computer recognising and automating entering the data on a PDF document (i.e. a purchase invoice or a purchase credit note). This avoids having to key in data and in more advanced systems ...
Guest over 3 years ago in AutoEntry 0 Idea Accepted - Gauging Support

Can suppliers payments set up using the bank feed be allocated to the actual invoice on the supplier account.

Can suppliers payments set up using the bank feed be allocated to the actual invoice on the supplier account.
Guest over 1 year ago in Bank Feeds 0 Idea Accepted - Gauging Support

Save Bank Rules

When issues occur on Bank Feeds and the only option to resolve the issue is disconnect and reconnect, it causes the problem where bank rules are effectively deleted. Where a customer has numerous bank rules, this is certainly a big problem and ver...
John Turner about 3 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Bank Feeds - for a tick box to display unreconciled transactions prior to the date range displayed

If a customer uses bank feeds and has entered transactions on sage at the last day of the month, but display on the statement at the first day of the following month, rather than use 1/12/18 to 30/12/18, the customer would need to set the From dat...
Gary Butler almost 6 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Scan a supplier invoice to create a transaction entry.

We've had a client recently review the Scan2Invoice plugin for quick books which reads scanned documents and creates PI transactions and they are keen to have similar functionality within the Sage 200 software. They are aware that there are third ...
Guest about 6 years ago in AutoEntry 0 Idea Accepted - Gauging Support

When processing online card payment - can we review the customers opening transactions and also get a print of the receipt - both of these can be done in sage 50

Customer has just moved from Sage 50 to Sage 200. When processing online card payments in sage 50 you can see what open transactions are on the account before entering the payment value - in sage 200 you cannot do this you have to go into another ...
Lisa Ward over 1 year ago in Opayo 0 Idea Accepted - Gauging Support

Ability to set up instalments with GoCardless in SAGE 200

We bill school fees and would like to be able to set up annual, termly or 10 equal month collects for fees using GoCardless. I understand this option is available in SAGE 50 but has not been developed in SAGE 200 - is it likely to be and could it ...
Guest over 5 years ago in GoCardless 0 Idea Accepted - Gauging Support

Book balance to be added to bank reconciliation in Sage 200

In Sage 50 you were able to view the book balance on the bank reconciliation report, in Sage 200 this is not the case
Guest over 6 years ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

Sage 200 tracking and monitoring module - integrated with System Utilities User Login Status!

It would be ideal and extremely useful for Sage 200 to have a proper audit tracking monitoring module which shows areas and features users are accessing and what time they last accessed them. SICON currently have a audit add-on but it doesn't have...
Guest almost 7 years ago in Tracking and Monitoring Module 0 Idea Accepted - Gauging Support