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 26

    In Sage200, can the auto-allocation pick up the VAT element of the settlement and write it off correctly

    currently if you auto-allocate a payment, it only allocates the discounted invoice total and the goods discount amount, leaving the VAT element outstanding. Can this be amended as it is very time-consuming to then try to deal with the outstanding ...
    Guest over 8 years ago in Allocate 0 Idea Accepted - Gauging Support

    Ability to clear and rebuild future financial years

    Currently if looking to extend the current financial year beyond the end of the first period of the next year and you are shifting you year-end date accordingly moving forward the process to achieve this in Sage 200 is very laborious (extract from...
    Guest about 7 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

    Sales Ledger - Customer Allocations

    we have customers who pay monthly a batch of 40 plus invoices / credit notes....it would be really handy to highlight the selected payments which they have paid to then press the allocate key on one occasion oppose to the 40 occasions you currentl...
    Guest over 6 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

    Transaction Date Validation - Acceptable Dated Postings should be warned via a Pop Up Message as Sage 50 does

    The current colour coded highlight is very easily missed/ignored by users. The warning should be via as Pop Up Message as Sage 50 has done for many years. Admins do not wish to make the postings unacceptable as it may be sometimes that old/future ...
    Saeed Malik over 6 years ago in Accounting Periods 0 Idea Accepted - Gauging Support

    Extend Year End

    Current version of Sage 200 STD online, does not have the facility to add additional months - we are in a position that we need to change year end which means an extension of additional three months. Most other finance packages do have this facili...
    Guest about 9 years ago in Accounting Periods 1 Idea Accepted - Gauging Support

    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

    Short Key For Allocating Mass Payment (PRESS ENTER FOR SHORT KEY)

    Maybe this post will help someone else avoid repetitive strain injury on there index finger!!!! When allocating payments and receipts to invoices. No Short key is provided however if you press ENTER it will allocate the full payment. F3 was the sh...
    Russell Russell over 6 years ago in Allocate / Allocate 0 Idea Accepted - Gauging Support

    Stop adding the cash reference to the second reference of an invoice, if it is blank, on allocation

    When an invoice (Sales or Purchase) is processed with no second reference when you allocate this to a cash transaction it populates the invoice 2nd reference with the cash transaction reference. Can this not happen or at least have a switch to eit...
    Guest over 6 years ago in Allocate / Allocate 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

    Allocation transfer to another customer/supplier account:

    When in customer or supplier allocation, allocating debits to credits etc. there may at times be differences between the debits and credits for valid reasons and to be able to have the option to transfer the difference to another customer or suppl...
    Guest over 9 years ago in Allocate 0 Idea Accepted - Gauging Support