Sage 200 UKI Ideas Portal

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    Pass e-mail details to Sage Pay for Sales Ledger Online Card Receipt

    When using the Sales Ledger Online Card Receipt option, this doesn&t pass any e-mail information over to Sage Pay. Sage Pay advised our customer, if this did pass an address across, an e-mail receipt could be sent. Currently nothing available ...
    Guest about 10 years ago in Opayo 0 Idea Accepted - Gauging Support

    Calendar management and scheduling

    To provide a scheduling tool for tasks that in turn integrates with MS Outlook Calendar, but also with Sage 200 Project Accounting and Sage 200 CRM. The current WTE assumes that all work is carried out against cost buckets of project item(s). In r...
    Guest about 10 years ago in CRM 0 Idea Accepted - Gauging Support

    Nominal Current Transactions List - Transactions Analysis Column Name not changed eg Marketing Analysis

    If you change the name of the Transaction Analysis Heading in Settings, the columns in the list view do not reflect this change These other screens also are affected :- CurrentWaiting Posting List Deferred Waiting Postings List,
    Saeed Malik over 10 years ago in List 0 Idea Accepted - Gauging Support

    Nominal Transaction Enquiry - view Future Transactions as you can do in Sage 50

    At present you cannot view the transactions for future periods eg at the year end
    Saeed Malik almost 11 years ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

    Ability to filter by URN in nominal transaction enquiry

    Within the Nominal Ledger transaction enquiry window it would be helpful to be able to filter the transactions by URN along with the date and period as this causes problems when updating deferred data for previously closed periods.
    Guest almost 11 years ago in Transaction Enquiry 0 Will not implement

    Sage Connect - Automation is on by default on certain templates - this should be a customer selection

    Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - Templates > automation rules > wording change

    Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - Templates criteria search box needs to be made wider, rather than wrapping the names

    Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - add the account reference to the account look up/ filter screens

    Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

    Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers

    Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...
    Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support