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Integration

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Business Intelligence - Stock/Nominal Anaysis

In Business Intelligence, currently there are no cubes that link between the Stock History & Nominal To be able to analyse Nominal Postings behind Stock transactions/movement i.e. drill into a stock item history (any or all movements) and view...
Paul Daly about 9 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

To be able to refund imported Opayo entries

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...
Gary Butler about 3 years ago in Opayo 0 Idea Accepted - Gauging Support

Foreign Currency Bank Feeds to have same Functionality as GBP Accounts

Our client is using the Bank Feeds functionality, but is frustrated that when using Foreign Currency accounts the 'Save and Create Rule' functionality is not available. Can Bank Feeds Functionality be replicated across all Account types please?
Guest over 5 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

CRM connector - the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box

CRM connector – the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM
Guest over 7 years ago in CRM 1 Will not implement

Allow Bank Feeds and Supplier Payments to be used together

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?
Guest over 4 years ago in Bank Feeds 1 Further Information Required

Bio-metric authentication for Bank Feeds

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...
Guest almost 5 years ago in Bank Feeds 1 Further Information Required

Integrate Exchange Rate between Sage 200 and Sage CRM

Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...
Guest almost 10 years ago in CRM 0 Idea Accepted - Gauging Support

CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM

CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...
Guest over 7 years ago in CRM 1 Will not implement

Include Office 365 ProPlus license to allow integration with Power BI/Power Apps/Flow

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...
Ian Brierley over 5 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

Quote to a Prospect in any Currency

If you use the &Connector& to link to CRM you are restricted to only being able to Quote to a Prospect in GBP... The system should support the standard functionality of setting the currency against the Quote not being restricted to a defau...
Guest almost 8 years ago in CRM 1 Will not implement