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 27

    On the Authorise Features for Role option for highlight to default to Filter button

    When amending Roles and searching for features, you can type in the Feature Name field to look for a word that will help you find an option easier. However the button highlighted by default is OK, so if you type and press Enter, it closes the form...
    Gary Butler almost 7 years ago in Roles 0 Idea Accepted - Gauging Support

    Multiple Company and Role access

    I have 3 sage 200 companies and i want a user to have full access to 2 of the sage companies and partial access for one of the companies. How could this be achieved?
    Lucy Johnson over 4 years ago in Roles 0 Idea Accepted - Gauging Support

    Sage 200 2016 Change Roles Missing?

    We can assign multiple roles to single users however the user can no longer swap between those different roles. My reseller says this is no longer possible?
    Guest about 9 years ago in Roles 0 Idea Accepted - Gauging Support

    Save & Print SOP Returns

    When entering a Sales Order onto the system, you have the ability to 'Save & Print' but this option is not available on SOP Returns.
    Guest over 5 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

    Make available only those workspaces for the modules licenced

    When enabling Workspaces and assigning them to Roles please can the licenced modules be taken into account and those Workspaces for modules that the client does not have not show in Sage 200. My example is my client today, they are financials only...
    Michelle White over 8 years ago in Roles 0 Idea Accepted - Gauging Support

    Stock - Debit Note

    Debit note, virtual return to impact the invoice value initiated by a customer e.g. when goods have been returned by the customer and they have discarded goods rather than returning them i.e. perishable items Similar to https://www.sagecity.com/gb...
    Kate Hutchinson over 6 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

    Features / Roles - System admin

    If a company hasn't bought commercials/project accounting etc.. why have these showing as folders in the main menu structure, would be much cleaner if only showed the ledgers that the company has bought from Sage. Also, would be nice if workspaces...
    Guest over 8 years ago in Roles 0 Idea Accepted - Gauging Support

    Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.

    For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
    Guest almost 10 years ago in Roles 0 Idea Accepted - Gauging Support

    Back to Back Sales Return (Credit Note) - sending items direct back to supplier

    A large proportion or sales orders are delivered ‘back to back’.A similarprocess is requiredfor the management or sales returns. i.e.from a sales return the user would have the ability to automatically generate a purchase return.
    Guest over 10 years ago in New/Amend Return 0 Idea Accepted - Gauging Support

    Restrict user access by country at the role level

    Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.
    James Dowdeswell over 4 years ago in Roles 1 Idea Accepted - Gauging Support