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Integration

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Bank feed rules - bank transfer

On bank feeds, there is the option to create a bank transfer manually for a transaction. However when creating bank rules, there doesn't seem to be functionality to create a rule for a bank transfer. We have over 100 different cashbooks and the au...
Andy Donaldson almost 3 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

Microsoft integration - Microsoft Power Apps

A tool enabling you ability to build custom business apps, integrating with Sage 200 available within an example in the Winter 2018 release. Would you like to see out of the box apps provided by Sage?
Jo Kirkup almost 6 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

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 about 6 years ago in Bank Feeds 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

Password/MFA Policy - remember this device

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? Further to disable the ability for users to remember this setting on this dev...
Callum Middleton 10 months ago in Sage ID (Sage Account) 1 Will not implement

Password/MFA Policy - account lockout threshold

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? Account lockout threshold to a sufficiently high value of 10 attempts to ensu...
Callum Middleton 10 months ago in Sage ID (Sage Account) 1 Already Exists

Password/MFA Policy - enforce password history

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? Enforce password history: 10 password remembered The Minimum Password Age sho...
Callum Middleton 10 months ago in Sage ID (Sage Account) 2 Further Information Required

Password/MFA Policy - password age

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? Maximum password age: 60 Days The Minimum Password Age should be set to 1 or ...
Callum Middleton 10 months ago in Sage ID (Sage Account) 2 Further Information Required

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 over 3 years ago in Bank Feeds 0 Idea Accepted - Gauging Support