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Sage 200 UKI Ideas Portal

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Closing Accounting Period / Year End - Speed

Closing accounting period + running year end on big data sets takes too long. (eg - Data set with c 500k Sales invoice per year takes 8-10 hours to run year end + Period end close/open accounting period on just sales ledger - c 2 hours) Needs to b...
Alistair Alistair over 9 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

When removing an option from a roles menu, it remains in favourites unless removed manually.

In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...
Guest over 7 years ago in Roles 1 Idea Accepted - Gauging Support

Remember default Role for user in Sage 200 2015

in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
Guest over 10 years ago in Roles 0 Idea Accepted - Gauging Support

Custom Roles For User Access

It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
Guest almost 6 years ago in Roles 0 Idea Accepted - Gauging Support

Copy multiple roles into a new role:

Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

Transaction Date Validation - Option to have Pop up when Acceptable

it is very easy to miss the visual colour warning, a pop up warning would be more useful as per Sage 50
Saeed Malik almost 10 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Allow creation of mandatory customer and supplier roles

When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
Guest almost 11 years ago in Roles 0 Idea Accepted - Gauging Support

Transaction Date Validation options available in 200 Standard

Would like the ability to choose what transaction validation you would like to use. Currently these options are not available in Sage 200 Standard but they are in Sage 200 extra.
Guest almost 10 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Cash Book Ledger Close should mean you can no longer post into that period despite the entry date - Sage 200 Standard/Education

Once you have closed the cash book ledger for a period it should mean you can no longer post entries into that period. We had an entry post year end, with a mistyped date post back into period 12 of our financial year end and so the trial balance ...
Guest about 5 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

Maintain Accounting Periods - Update Waiting Postings Pop Up Message

Add a pop up message when a period is opened reminding users to UpdateWaiting Postings
Saeed Malik over 10 years ago in Accounting Periods 0 Idea Accepted - Gauging Support