Integration

they have a revolut bank feed but not the plug in for the bank

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Minimum password length: 8 characters Password complexity requirements: Enabled

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

You are able to refund Payment with Order and Online Card Receipt transactions with Opayo, however if you import them from Opayo, you are unable to refund. It would be beneficial that Sage200 could do the same as it does with the transactions crea...

Could the software be amended to allow supplier payments to be generated and uploaded to the bank, and the bank feeds option still work to download transactions?

With the need for security, bio-metric (fingerprint) authentication is how one our customers logs onto their bank accounts. After installing the relevant bank plug-in the only authentication options are a PIN sentry or memorable information/passwo...

There currently is only supported for customers on Business Premium, E1, E3, E5 license types. With Microsoft's increased offerings of 365 subscriptions etc it would be a good idea to include the ProPlus license type. This license type does includ...

In Sage 200 you can copy an account and amend the details after. Within CRM you cannot do this. Customer would like the ability to take a current account, copy it and amend fields. Then this will be linked to Sage 200.

CRM connector – the ability to sync suppliers details from Sage 200 with CRM out of the box.

Sage CRM connector should do the following out-of-the-box: Set "requested date" on the order or per line. Setting a default warehouse or viewing an analysis code are also not possible! Set a default warehouseSet address info, nominal codesView/Set...