Skip to Main Content
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 24

Copy multiple roles into a new role:

Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

Custom Roles For User Access

It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
Guest about 6 years ago in Roles 0 Idea Accepted - Gauging Support

Allow creation of mandatory customer and supplier roles

When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
Guest almost 11 years ago in Roles 0 Idea Accepted - Gauging Support

A setting for the maximum threshold for writing off discrepancies in the allocation screen

If, when allocating sales invoices and receipts, your receipt value is greater than your invoice value you will be given the option (when saving) to write the discrepancy off as a discount. This makes sense for minor discrepancies, such as a few p...
Scott Charlton over 7 years ago in Write Off Bad Debt 0 Idea Accepted - Gauging Support