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 40

    Department budget vs actuals summary

    A report in excel that produces a one line summary of budget vs actuals for a specified month and YTD. The report should include totals and full department names to make it as useful as possible. As a school the majority of our internal management...
    Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Excel Reporting (Date/FY) FiIters before opening excel

    Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and...
    Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Excel Financial Report Pack to have values for Budget for the Year & Forecast for the Year

    Budget for the Year & Forecast for the year are key values for financial analysis, these are not currently available in the Pivot Table Field list
    Saeed Malik about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    allow additional fields to be added to excel reporting reports

    client would like to add the user field to excel reporting report cashbook transactions but not on the list of fields available in the pivot table tools analyse section
    joanne scott over 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Amend Suggest Payments - ability to tick each row to select invoices for payment

    at the moment you have to enter into each row mark invoices for payment
    Saeed Malik almost 9 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Multiple Suggested Payments that can be exported and reimported when ready to Generate Payments

    Purchase Ledger/ Period End Routines/ Payment Processing User 1: Generate/ or Amend Suggested Payments until the Reported Suggested Payments agrees to what/who you want to pay. Then export the Suggested Payments to a (.csv) or other output. User 2...
    Ray Goodey almost 6 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Suggested Payments - Change Terminology of Generated Suggested Payments and Generate Payments

    The menu names are too similar in name and Customers easily get confused
    Saeed Malik almost 11 years ago in Suggested Payments 0 Idea Accepted - Gauging Support

    Excel Reporting for Sage 200

    Report directly from excel to help analyse the data in a more in depth manor and in line with existing processes
    Guest over 2 years ago in Excel Reporting 2 Already Exists

    To be able to drill into Committed costs on Nominal Outturn Report

    Logging on behalf of a customer who cannot access Ideas Hub. The Nominal Outturn and Nominal Outturn by report category shows committed costs of Purchase Orders received but not yet invoiced, via Excel Reporting. You can drill into this to see the...
    Guest over 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    FInancial Data Layout to be sorted by the order you add things NOT alphabetically

    We have customers running excel reporting and the order goes group - gross profit - sub group - Sales - sub group - purchase. this is for cost and revenue and we all know P and L goes Sales then purchases. What Sage does is sort this alphabeticall...
    Guest over 2 years ago in Excel Reporting 0 Idea Accepted - Gauging Support