Sage 200 UKI Ideas Portal

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    When you copy a quotation the Fx rate also copies across to your new quote

    We update exchange rates in Sage 200 on a monthly basis with rates from HMRC. We've just noticed that when a new quotation is created using the 'copy quotation button', it will also copy the exchange rates from whenever the original quote was crea...
    John Wilkins over 1 year ago in New/Amend Order / New/Amend Order / New/Amend Quote 2 Idea Accepted - Gauging Support

    Add a reason for cancelled purchase order

    When cancelling a purchase order or lines within it there is no option to record a reason why. This would be helpful to refer back to if there are future queries.
    Guest about 8 years ago in Cancel order / Cancel order 1 Idea Accepted - Gauging Support

    To update the exchange rate to the period or current rate when creating an order from a Repeat Order Template.

    The Repeat Order Template within SOP uses the exchange rate that was saved with the original template and does not recalculate and use the system or period rates for the new order date
    Kyle Moore about 2 years ago in Repeat Order Templates 0 Idea Accepted - Gauging Support

    Commercial Invoice Printing

    It would be nice to have the ability to print 'commercial invoice' from the drop down options in the Sales Orders List. At the moment it's hidden away in the Document Printing menu all by itself, therefore having to access a new screen, when it co...
    Marie Holt almost 3 years ago in Print Invoice 6 Idea Accepted - Gauging Support

    Nominal Transaction Screen - Filtered Balance as well as Current Balance

    When filtering by Date/Period on the Nominal Transaction Screen, it would be useful to see the total of that period as well as the year to date figure. Sage 50 allowed gave you the option to download to Excel from this screen so you could add them...
    Jocelyn Milne almost 3 years ago in Transaction Analysis 2 Idea Accepted - Gauging Support

    Improve the Prior Year Trial Balance report for Sage 200 Education

    Sage 200 Education performs a Year End posting which transfers balances from Nominal Codes associated with a Fund to the Accumulated Fund Profit Nominal Code. This system posting has a knock on effect with the Prior Year Trial Balance report which...
    Guest over 7 years ago in Trial Balance 0 Idea Accepted - Gauging Support

    Approval / Authorisation of Manual Journal Entries

    It would be great to have a feature where certain users can approve / authorise a manual journal entry entered by someone else in the team before it is posted. This would help with controls for fraud and audit evidence.
    Samuel Peach-Barnes almost 6 years ago in Journal Entry 0 Idea Accepted - Gauging Support

    Back-to-Back Orders

    The functionality whilst raising purchase orders directly from sales orders needs vast improvement overall. There are too many pitfalls. It would help the user by being able to raise PO directly from each specific product particularly where multip...
    Thompson, Kevin over 2 years ago in Back to Back Orders 1 Idea Accepted - Gauging Support

    Sales Return - Copy from order to exclude order lines not despatched

    In New Sales Return, when selecting to "Copy Order", only order lines with quantities that have been despatched should be copied. This is to prevent a return of an item or quantity that has not yet been despatched.
    Kate Hutchinson over 1 year ago in New/Amend Return 0 Idea Accepted - Gauging Support

    Serial Number amendment/allocation on despatch

    When despatching serial numbers, it is a long task to have to select each number individually by ticking them. it would be a benefit if we could select ranges of numbers via the shift key or similar method, in a similar way that we are able to mul...
    Simon Tomkins almost 3 years ago in Despatch 0 Idea Accepted - Gauging Support