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Sage 200 UKI Ideas Portal

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Journal Template Upload

It would be so beneficial to have capability for people to use a template in excel and upload journals in to Sage, rather than sitting within Sage and typing everything out in to the Journal. This would be beneficial especially at year end when ex...
Guest over 6 years ago in Journal Templates 1 Already Exists

Nominal account list view column for 'date of last transaction' - same as in the SL and PL modules or add the report 'no transactions since'

Now that we can hide NL codes, would be useful to have the above to assist with the process, same as in SL and PL modules.
Guest over 6 years ago in List / List / List 0 Idea Accepted - Gauging Support

Provide a receipt when entering online card Receipts

When entering an online card receipt you don&t actually get anything to send to the customer to advise on this. I believe this is done in Sage 50 but not Sage 200.
Guest over 9 years ago in Opayo 0 Idea Accepted - Gauging Support

Budget Statement Breakdown by Combined Nominal Budget - Budget Owners email addresses to be stored inside the Sage Company Dataset

to enhance the Budget Statement Breakdown by Combined Nominal Budget report, it would be useful to e-mail the report with pre-configured email addresses for the budget owner. When maintain the budget owner the budget owners e-mail address should b...
Saeed Malik over 6 years ago in Budgets 0 Idea Accepted - Gauging Support

Profit and Loss report to show Gross Margin % and Net Margin %

Profit and Loss report to show Gross Margin % and Net Margin % Gross Margin % = Total Sales - Cost of Sales / Total Sales Net Margin % = Total Sales - Cost of Sales - Overheads / Total Sales
Guest almost 10 years ago in Profit and Loss 0 Idea Accepted - Gauging Support

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...
Guest over 6 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

Consolidated Report Functionality in B.I.

Hi, Functionality to have the option of running a B.I. report whilst reading from the same cubes in difference companies.Currently each B.I. report is run separately based on connection on a company cube (based on the company the report is run fro...
Paul Daly almost 10 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

Ability to see our future years transactions on the ledgers in the current year. E.g. current year end 31st March 2016 not yet closed off in April but we would like to see transactions posted after the current year end (31st March 2017).

No description provided
Guest almost 10 years ago in Current Transactions list 0 Idea Accepted - Gauging Support

Change what is included in quot;period end routinesquot;

Hi, apologies if this seems a bit picky, but Ive often thought a lot of routines are quot;dumpedquot; into the heading quot;period end routinesquot; when they arent really part of this. If we take the Nominal Ledger for example....there are severa...
Guest about 10 years ago in Month End 0 Idea Accepted - Gauging Support

Ability to copy an account within CRM

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.
Guest almost 7 years ago in CRM 1 Will not implement