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Sage 200 UKI Ideas Portal

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System Administration - Add report as a new feature - folder should be custom and not default

The first folder shown when you add a new feature is Default - it would be better to be be custom ... At the moment you have to navigate back up the folder tree and then choose custom.
Saeed Malik over 6 years ago in Features 2 Further Information Required

DIscounts on Pro formas and quotations

There is an area where discounts can be added to orders, proformas and discounts - this only allows the entry of a percentage discount with two decimal places. Sometimes users wish to record a more precise discount:- eg. Say the order value is £5,...
Guest over 6 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Allow users to setup their own custom reports

Allow users to setup their own custom reports in Sage System Administration but don&t allow other configuration changes. Sage 200 Online Standard already has this feature but there is no road map for adding the feature to Sage 200 Extra/Sage 2...
Guest over 9 years ago in Features 0 Idea Accepted - Gauging Support

Features list to mirror menu structure

In System Administration it would be useful, easierand less confusing to be able to select features based on where they are within the Sage 200 menu. I.e. when looking for the Enter New Customer Accountfeature, find it in Sales Ledger Sales Accoun...
Guest about 11 years ago in Features 0 Idea Accepted - Gauging Support

Sage Standard - to enable Bank Feeds users must have access to Amend CB Account Details

For a user to be able to access Bank Feeds, they must have their user access set to Amend Cash Book Account Details. Customer considers this to be an un-necessary risk. Can Bank Feeds be enabled as a separate Feature so removing the need for havin...
Kate Kisler almost 3 years ago in Features 0 Idea Accepted - Gauging Support

Quotation Discount Value

Why can I not enter an order discount VALUE on a quotation - it restricts me to a percentage only.
Guest over 9 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

SOP - Quotations automatically close.

Can quotations be automatically closed after a given period? I.e. the set amount of days that the quotation is valid for. (14, 28, 30 days, 1 month, 2 months etc. etc.)
Robert Brailsford almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Quotation - Prospect Account to Cash Account, loss of address information

When converting a quotation which is an prospect, and selecting the nominated cash sales account any address information put into the Account Selection box is lost when it&s converted, meaning the user has to go back to the quotation and re-en...
Guest almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Find a prospect quotation by column name:

When you go to &view quotation& you then select the prospect account setup (in my case CASH01) when you do a right click &find& and search bythe &name& you entered when entering the new quote entered for the prospect, match...
Guest almost 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

Allow Prospect Accounts in multiple currencies

Current SOP settings only allows a single PROSPECT account. Customers want to be able to create quotations in multiple currencies - typically Euros and US Dollars - but you can only set up a single prospect account, usually in sterling. If an when...
Guest over 8 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support