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Workspaces

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Self Service Workspace Drill Down Reports

With Workspaces Drill Down reports only work within the Sage 200 Desktop, Web Users wishing to use the drill down functionality are unable to use it
Saeed Malik over 5 years ago in Drilldown Reports 0 Idea Accepted - Gauging Support

Ability to see when there is\isnt an attachment on Supplier invoices\credit notes

Is it possible to add a column in workspaces purchase ledger supplier account enquiry to show when there is an attachment. We scan all of our invoices and credit notes into SAGE as an attachment however sometimes one gets missed and it would be ve...
Guest over 5 years ago in Workspaces 0 Idea Accepted - Gauging Support

In the Summaries screens, it would be useful if the graphs could auto refresh to give a more up to date picture of our figures e.g. Sales Order Summary

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Guest about 6 years ago in Auto Refresh 0 Idea Accepted - Gauging Support

Summary Workspace label amendability

I have a customer who requests some toggle-ability on some labels in the Summaries -Is there any way in the Sales Summary and Purchases Summary that the Customer Codes can show Customer Names instead ? It would be good if this could be toggled as ...
Gary Butler about 3 years ago in Workspace Designer 0 Idea Accepted - Gauging Support

Workspaces - Print Documents/Layouts

Would be a great to be able to print documents from Workspaces, i.e. Invoices / Purchase Order Layouts At moment it appears to be only possible to print reports or the list on the screen
Paul Daly over 5 years ago in Print 0 Idea Accepted - Gauging Support

Summary Workspaces Drill Down

Hi, Not sure if this is a bug or by-design When using summary workspaces there does not appear to be an option to drill-down on the Purchases Summary Workspace in the same way you can drill-down on the Sales Summary workspace In Sales Summary work...
Paul Daly almost 9 years ago in Drilldown Reports 0 Idea Accepted - Gauging Support

Take the line limitation off of Workspaces / Have a View All option

Please can there be a View All option instead of the list limitation on the workspaces. Currently, the list is limited to 25, 50, 100 etc and although my clients that use Workspaces love the ability to multi-column filter and filter in real time t...
Michelle White almost 7 years ago in View All 0 Idea Accepted - Gauging Support

Trend Line must ignore periods not yet open

For both the Sales Summary and Purchase Summary graphical displays on the Turnover Bar Chart, the &trend& line should be calculated to ignore future (not yet open) financial periods. As it stands, the trend of all sales is always downwards...
Guest over 9 years ago in Sales Summary 0 Idea Accepted - Gauging Support

Suggested Payments workspace - to be able to remove transactions from Suggested Payments on here

We have a customer who is using the Suggested Payments workspace to view items to be paid via Generate Payments as its quicker to view. However there are no actions to remove individual transactions from the suggested payment run or to amend value...
Guest about 7 years ago in Workspaces 0 Idea Accepted - Gauging Support

To be able to add a transaction memo from the Credit Control workspace

When a customer is using the Credit Control screen to contact their customers to would be good if they could add a new memo as well as see the existing memos
Guest over 7 years ago in Credit Control 0 Idea Accepted - Gauging Support