Sage 200 UKI Ideas Portal

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    Assign Bank accounts to Customers/Suppliers

    We have 5 currency accounts and it is too easy to post receipts or payments to the incorrect bank account when posting within the customer/supplier account - as the bank account always defaults to our sterling account. Incorrect postings to bank a...
    Cathy Pennycook over 1 year ago in Account / Account 1 Idea Accepted - Gauging Support

    Customer PO to show on debtors list

    When contacting the customer they always ask for their PO number which isn't shown on the debtors list - this is a basic requirement of credit control.
    Debbie Waring over 1 year ago in Aged Debtors 1 Idea Accepted - Gauging Support

    Show monthly total actuals in transaction enquiry (like Sage 50)

    In Line 50 you can see in a simple way how much has been allocated to a nominal on a monthly basis for the current and previous year. It is easy to identify anomalies.
    Corinna Semon over 2 years ago in Transaction Enquiry 3 Idea Accepted - Gauging Support

    Mobile Numbers in Customers list

    Being able to view mobile numbers on the customers list.
    Karen Marsh 7 months ago in List 2 Idea Accepted - Gauging Support

    Amend allocated receipt on SL, already reconciled

    Received payment without a remit. I could not allocate against any invoices. I posted a receipt on the customer account. Now, I do not know how to amend the receipt against other invoices
    Joanna Zelazny 28 days ago in Allocate 2 Not an idea

    Narrative/More info when information filters through from Billing to the customer ledger

    As well as invoice number, date and value, a brief detail of the invoice would be helpful in the customer ledger 'Transaction Enquiry' then 'export to excel' would be a lot easier.
    Melanie Burgess 7 months ago in Project Accounting / Transaction Enquiry 0 Idea Accepted - Gauging Support

    attachment with enter customer receipt

    It would be useful to add a remittance to a sales receipt on customers.
    Wendy Gardner over 1 year ago in Payment/Receipt 2 Idea Accepted - Gauging Support

    When entering a receipt payment in sales ledger have ability to enter comment on over-payments

    When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
    Oldschool Oldschool almost 2 years ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

    Add nominal narrative to customer/supplier screen

    You can see the detail of the invoice/credit on the customer/supplier screen instead of drilling in at the bottom - can easily export to excel
    Courtney Sharman 10 months ago in Transaction Enquiry / Transaction Enquiry 3 Idea Accepted - Gauging Support

    Option to automate the transfer of VAT from the sales and purchase tax control nominals to the VAT liability nominals post completing a VAT return

    For there to be an option to automate the transfer of VAT from the sales and purchase tax control nominals to the VAT liability nominal post completing a VAT return rather than this having to be journaled manually each time.
    Guest over 2 years ago in VAT 1 Idea Accepted - Gauging Support