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Sage 200 UKI Ideas Portal

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Bank feed rules - bank transfer

On bank feeds, there is the option to create a bank transfer manually for a transaction. However when creating bank rules, there doesn't seem to be functionality to create a rule for a bank transfer. We have over 100 different cashbooks and the au...
Andy Donaldson almost 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Microsoft Integration - Post transactions from Outlook into Sage 200

Enhance Sage Contact to allow a transaction to be posted from Outlook into Sage 200. For example, you receive a supplier invoice via email and can submit that as a transaction without leaving Outlook
Guest over 7 years ago in Microsoft Outlook 0 Will not implement

Power BI - Reporting

We&re investigating Power BI reports and we&d love to hear your ideas on reports you&d like to see using this tool.
Jo Kirkup almost 7 years ago in Microsoft Power Apps 0 Idea Accepted - Gauging Support

Retrospective Remittance Advices

I am fairly new to Sage 200, having previously used Sage 50. Unless we make Supplier payments using the Suggested Payments option, we do not appear to be able to print a Remittance Advice? We encountered a problem making an advance payment to a Su...
Guest about 3 years ago in Suggested Payments 1 Already Exists

Password/MFA Policy

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA. Could the password policy be configurable or enforced as below by administrators? • Enforce MFA, rather than allow users to turn on/off as they wish. • Maximu...
Callum Middleton over 1 year ago in Sage ID (Sage Account) 3 Will not implement

Need Last Updated Date for Add-ons

Could a DateLastUpdated be added to tblAddOn in the Config DB We need to be able to tell when add-ons were last updated As an example a site is experiencing a problem related to a 3rd party product, they have lots of their add-ons installed and ob...
Andrew Dunn 7 months ago in 3rd Party Developer 1 Already Exists

Opayo 'Request Card Payment' Button on Sage 200

Similar to Sage50, on the Customer List Screen, a button to request a card payment which is linked to Opayo. This creates a link which can then be emailed to the customer to request them to pay a specific amount, which is entered manually before t...
Lisa Castle about 1 year ago in Opayo 2 Idea Accepted - Gauging Support

Save Bank Rules

When issues occur on Bank Feeds and the only option to resolve the issue is disconnect and reconnect, it causes the problem where bank rules are effectively deleted. Where a customer has numerous bank rules, this is certainly a big problem and ver...
John Turner about 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Enable 2FA IP Whitelisting for organisations

As two-factor authentication is now being mandated on Sage products, it would be great to be able to IP whitelist, making it quicker for our staff to log in when they are working on the schools network. So anything from behind school's public/e...
Stuart Mathis almost 2 years ago in Authentication / Sage ID (Sage Account) 1 Idea Accepted - Gauging Support

Bank Feeds - for an easier way to recall saved Drafts

When you use Bank Feeds, you can save your reconciliation using Confirm Matches, which is like the Save Draft functionality in Bank Reconciliation. When you reopen the Bank Feeds, it highlights the matched lines in yellow, however if you need to s...
Gary Butler almost 7 years ago in Bank Feeds 0 Idea Accepted - Gauging Support