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Sage 200 UKI Ideas Portal

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Time Stamps

Would be good if the date field for Orders / Despatches / Invoices etc had the date & time rather then just the date. Would be much better for reporting and logistics
Guest about 10 years ago in Despatch 0 Idea Accepted - Gauging Support

Show comments on despatch note, not invoice.

We have a few clients who use comments for warehouse instructions which they don't want the customer to see but would like the despatch team to see on the delivery note. They would like 2 separate tick boxes when adding comment lines on an order f...
Imrie, William over 7 years ago in Despatch 0 Idea Accepted - Gauging Support

Integrate Exchange Rate between Sage 200 and Sage CRM

Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...
Guest almost 11 years ago in CRM 0 Idea Accepted - Gauging Support

Sales Despatch Comment Facility

A great facility available in Sage 50 but NOT sage 200 Where users can enter Despatch Notes on the despatching process and these print on the despatch note. Allows users in despatch to enter packaging notes, carrier details etc. very useful
Guest about 11 years ago in Despatch 0 Idea Accepted - Gauging Support

CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM

CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...
Guest over 8 years ago in CRM 1 Will not implement

Allow Bank Feeds and Supplier Payments to be used together

Could the software be amended to allow supplier payments to be generated and uploaded to the bank, and the bank feeds option still work to download transactions?
Guest almost 6 years ago in Bank Feeds 2 Further Information Required

Bio-metric authentication for Bank Feeds

With the need for security, bio-metric (fingerprint) authentication is how one our customers logs onto their bank accounts. After installing the relevant bank plug-in the only authentication options are a PIN sentry or memorable information/passwo...
Guest about 6 years ago in Bank Feeds 2 Further Information Required

Quote to a Prospect in any Currency

If you use the &Connector& to link to CRM you are restricted to only being able to Quote to a Prospect in GBP... The system should support the standard functionality of setting the currency against the Quote not being restricted to a defau...
Guest about 9 years ago in CRM 1 Will not implement

Improved access to Quotes from CRM via the Connector

Although the connector allows users tocreate/view/edit Quotes from CRM you only have this ability if you look at the quotes against a specific Company/Account and/or a specific Opportunity. Wouldn&t it be nice if you could also do the followin...
Guest about 9 years ago in CRM 1 Will not implement

Provide a receipt when entering online card Receipts

When entering an online card receipt you don&t actually get anything to send to the customer to advise on this. I believe this is done in Sage 50 but not Sage 200.
Guest over 9 years ago in Opayo 0 Idea Accepted - Gauging Support