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 29

    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

    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 about 8 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    Allow Cost Centre and Department descriptions in the columns list when looking at the nominal ledger

    The nominal ledger and many of the reports would be much more helpful if you were able to display the description of the Cost Centre and Department as well as just the short code. Looking after 3 schools with around 100 departments in each makes i...
    Guest over 8 years ago in New/Amend Account 0 Idea Accepted - Gauging Support

    Sage 200 limits you to 1 Cash Account, we require at least 5, more than 1 cash account would be very helpful

    Cash Account
    Guest about 9 years ago in New/Amend Account 2 Already Exists

    Add credit card to cash book

    Within Sage 50 you can when setting up a new bank you can tick to show this is a credit account. This is were we processed our company business cards, Sage 200 does not have this
    Guest about 10 years ago in New/Amend Account 0 Idea Accepted - Gauging Support

    Nominal Ledger - Enter New Accounts & Generate New Accounts - Display A/C Balance

    Display A/C Balance should be ticked as default or add a setting tonbsp;choose whether the default is ticked or unticked
    Saeed Malik over 10 years ago in New/Amend Account 0 Idea Accepted - Gauging Support