Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Ideas

    Showing 434

    Who Uses Cheques?

    Cheques are hardly used any more. Payments are usually BACS, online or by transfer. Cheque Number should perhaps be updated in each module to Payment Reference.
    David Low over 2 years ago in Payment/Receipt 1 Idea Accepted - Gauging Support

    In the delivery address form, add an additional optional input field labeled “PO Box” after the primary street address fields.

    Some customers may have both a street address and a PO Box. Delivery services sometimes require both to ensure successful delivery. Keeps address data cleanly separated for backend systems and shipping integrations
    Edie Collins 6 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

    When entering Sales Receipts, allow the amount to be calculated from selection of Transactions, rather than entering Value first

    Currently in Sage 200 you enter in the Sales Receipt value, and then select the transactions that this relates to. Sage 50 users are used to doing this in reverse, in that they select the invoices/credits that are included on the customer remittan...
    Alison Alison about 2 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Unallocate whole order

    Would be good if there was capacity to unallocate whole order (when the order has been put on in advance).
    Christine Sellick about 2 years ago in Allocate 1 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 over 1 year ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

    Payment Reference Field Length needs increasing

    Within SOP then the current Payment reference field is limited to 20characters - we're seeing increasing numbers of 3rd party systems providing longer than this. e.g. Worldpay at 64 chars. Without this field being populated it makes it impossible ...
    Jeff Smith 12 months ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Change the numbering system for Quotes and SOs so they match

    Like Sage 50, when you have saved a quote, the number it produces should be reserved for when it is converted to a sales order so they stay streamlined and match up rather than having to reference multiple numbers to link them. This would also mea...
    Ella Browell 6 months ago in Convert Quote 0 Idea Accepted - Gauging Support

    Nominal payment narrative from bank feed

    Nominal payments setup using bank feeds, when the transaction posts to the nominal account to use the same narrative/reference as the bank transaction ie. the rule picks up the transaction from the first element of the reference where there is als...
    Dean Palmer over 1 year ago in Bank Feeds (Bank Reconciliation) 2 Idea Accepted - Gauging Support

    Add delivery instructions to SOP Delivery addresses.

    Everyone wants to share good information so deliveries are completed and not have returned as the customer is out or for us to lave it with a neighbour or secure location. We are just converting from Sage 50 and this is standard feature.
    Carl Chapman over 1 year ago in Delivery Address 0 Idea Accepted - Gauging Support

    Pro forma's don't show whether item in stock or not

    Pro forma's don't show whether item in stock or not (turns the item yellow) - this means that whenever a pro-forma is raised for a customer we are unable to identify whether the stock is available or not until it is converted to an order. This is ...
    Lynn Jeffery 6 months ago in New/Amend Pro Forma 0 Idea Accepted - Gauging Support