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Sage 200 UKI Ideas Portal

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Auto refresh on all financial module lists

We now have auto refresh on commercial module lists,can we have it on all financial module lists please. No need for it to be optional in my view. Why would any user not want it on?
Guest almost 7 years ago in List 0 Idea Accepted - Gauging Support

Sales Quotations amend type form pro forma

by accident we occasionally amend a sales order to a pro forma - once done CANNOT RECONVERT TO A SALES ORDER
Stuart Shephard 10 months ago in Convert Pro Forma 2 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 almost 2 years ago in Repeat Order Templates 0 Idea Accepted - Gauging Support

Remaining invoice balances

When viewing Customer or Supplier part paid transactions on an enquiry screen, you can view the total of the Invoice in one column, the amount allocated again it in another column (If it is part paid). But not the remaining balance of the Invoice....
Guest almost 3 years ago in Transaction Enquiry 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 over 2 years ago in Print Invoice 6 Idea Accepted - Gauging Support

An undo/reverse button for all transactions in Sage 200

I work for an Education Trust so we use the Sage 200 software. I have recently seen that Sage 50 offers an undo button which means that a payment or receipt, which has been posted incorrectly, can be instantly reversed with no problems. I was just...
Guest almost 5 years ago in Corrections / Corrections 2 Idea Accepted - Gauging Support

Date requested, date promised - can this be simplified?

Not sure why there are both dates as there is also the document date. Seems excessive. Do I not understand the reasoning behind this?
Christine Sellick 11 months ago in New/Amend Order 1 Idea Accepted - Gauging Support

EBanking for Customer Payments

When processing Payments (Refunds) to customers, it would be great if you could then create an ebanking file to pull into the bank
Lisa Castle about 1 year ago in Payment/Receipt 0 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

Send multiple acknowledgements

We often have to raise multiple sales orders for a single customer and need the facility to send a single email with several acknowledgement pdfs attached
Kay Johnson 7 months ago in Print Acknowledge 2 Already Exists