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Sage 200 UKI Ideas Portal

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Sage BMS Online services - Assigning to sites feature - request to improve

Hi, Sage recently introduced authorization features to Sage BMS Online services which now adds an extra safety step when users are assigning to sites but who are not marked as a Customer Administrator or Customer Operations Agent. This is a great ...
Stuart Mcalister over 5 years ago in Assign Sites to Features 0 Idea Accepted - Gauging Support

More Flexibility with POP Authorisation Rules

More control on Authorisation rules that would allow the Auth value to be inclusive of VAT or not.
Guest over 4 years ago in Authorise 0 Idea Accepted - Gauging Support

Please add Purchase Order details/narrative to the Web Portal Purchase Order Authorisation screen.

Currently Web only users who are authorising Purchase Orders need to enterthe Purchase Order Authorisation screen to see what orders need approving, but there is no option to view the order (in web portal view) to see what they are approving. The ...
Guest about 8 years ago in Authorise 0 Idea Accepted - Gauging Support

Displaying budget when approving expenditure - additional approval limits

We are having issues with budget holders or key leaders who approve spend in line with our SoDA and cannot see information such as budget they are approving to and how budget is remaining. We are a large trust and key leaders are not based on site...
Guest over 5 years ago in Authorise 2 Further Information Required

Add project analysis field to an authorised purchase order

When we currently add a project analysis code to an authorised purchase order, it requires authorisation again. As no values or products are amended, it is purely the addition of analysis information, is it not possible to retain the authorised st...
Caroline Neal over 1 year ago in Authorise 0 Idea Accepted - Gauging Support

Change Company Name in Provisioning Portal for Archiving

When you have a company that is wanting to archive and start again to be able to change the name to ARCHIVE to that the company select screen shows Archive. currently you have to copy backup, download and reupload creating new company name with AR...
David Shearer about 3 years ago in Ability To Change Company Name For Archiving 0 Idea Accepted - Gauging Support

Purchase returns - should they not require authorisation?

Currently when we create a purchase return, it does not require authorisation. Is it possible to change this?
Guest over 9 years ago in Authorise 0 Idea Accepted - Gauging Support

SEOS customer operations agent should be allowed to re-send notifications

On www.sageerponlineservices.com a Customer Operations Agent can add new users. Adding a user that does not have a Sage ID will raise a notification. The customer operations agent should have the ability to re-send the notification
Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

When logging into the Sage 200 2015 online portal, users have to type in the username which is an email address. Some clients have a long company name hence this a problem. No option is available to remember the username or no provision to create a short

No description provided
Guest over 2 years ago in Provisioning Portal 0 Idea Accepted - Gauging Support

add supplier reference to purchase orders to authorise workspace

the old authorisation screen has the supplier reference field on it, the workspace doesn't
joanne scott about 7 years ago in Authorise 0 Idea Accepted - Gauging Support