Sage 200 UKI Ideas Portal

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    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

    When applying filters to list views not all columns are available. In particular having the balance column on the Nominal list would be a useful column to be able to apply a filter to. All columns should be available for filters in all list list

    All columns available for filters on all lists.
    Guest almost 10 years ago in List 0 Idea Accepted - Gauging Support

    Show list view when you click on a Ledger Icon - 200515-542B2

    There is the same idea to oneloggedpreviouslybut it has been marked as completed ? Comment from tech support was :- In 2015 there is no way to switch modules in the way you describe so the problem would not occur. This is not a problem, it is a wi...
    Saeed Malik over 10 years ago in List 0 Idea Accepted - Gauging Support

    Have a simpler (summarised) COA/list of nominal accounts view without the CC & Dept

    We have over 160 combinations of CC & Dept so the Nominal list view is useless. While we need to be able to drill into the data to see which area has earned/spent what, we mainly need to see the combined balances for each nominal (and by nomin...
    Guest almost 5 years ago in List 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

    Refresh - retain selection

    Hi, Please when we refresh the nominal codes can it not default us back up to the top of the sheet. Please can we remain on the same code that we were on when we refreshed.
    Guest over 6 years ago in List 0 Idea Accepted - Gauging Support

    Nominal account list view column for 'date of last transaction' - same as in the SL and PL modules or add the report 'no transactions since'

    Now that we can hide NL codes, would be useful to have the above to assist with the process, same as in SL and PL modules.
    Guest over 6 years ago in List / List / List 0 Idea Accepted - Gauging Support

    Allow Negative Values on Quotes

    Allow Quotes to have negative value lines in the same way Sales Order can. E.g. A Trade in discount.
    Sentley Wilson about 10 years ago in New/Amend Quote 0 Idea Accepted - Gauging Support

    Swap Option in Desktop Lists

    Coming from a Sage 50 background thefunction to select SWAP in Sage 200 is confusing. Whilst in Sage 50, if you selected SWAP all records or all records other than those highlighted would be swapped. However, in Sa
    Guest almost 11 years ago in List 1 Already Exists