Ideas

Showing 49

Bank reconciliation recording

When completing bank rec, it is frustrating that it does not keep it in the order it is put on. There is no facility to move a item up or down (as in Sage 50).

Christine Sellick almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Duplicate (Closed)

4 VOTE

Bank Reconciliation Report

There needs to be a consolidate bank reconciliation report which comes off the system when the bank rec is complete like in sage 50 showing The reconciled bank figure The un-reconciled items The adjusted bank balance We are all doing this manually...

Guest over 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

1 VOTE

Bank feeds to allow showing of transactions more than 4 days old.

Cheques are never cashed within 4 days of the sage transaction date so the rule that you can only reconcile when the bank date and sage transaction date are within 4 days will not work. We issue over 400 cheques a month. We are not able to to bacs...

Ellen Duncan almost 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

4 VOTE

Sage 200 - Secondary Sort on List Views

It would be useful if a secondary sort facility could exist within the Sage 200 List Views. For example, there may be a requirement to sort the Sales Ledger Customers List View by Currency (Primary Sort), then Account Code (Secondary Sort). I real...

Eric Belshaw about 8 years ago in List / List 0 Idea Accepted - Gauging Support

4 VOTE

Being able to view and sort by more columns in the Bank Reconciliation window

In Sage 50 you could see more fields in the bank rec such as transaction number and also had the ability to sort by these.

Guest almost 9 years ago in Bank Feeds (Bank Reconciliation) 1 Idea Accepted - Gauging Support

4 VOTE

Ability to flag a Bank Account to be excluded for bank reconciliation

The ability to flag a bank account to be excluded from bank reconciliation so Cash Book Account transactions can be deleted without having to be reconciled

Guest about 9 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

3 VOTE

List views - do not highlight the first account

When you open the list views the first account is always highlighted. would be better for this not be highlighted, as you have to unselect it to work on another account

Saeed Malik almost 8 years ago in List / List 0 Idea Accepted - Gauging Support

2 VOTE

Add Account Reference field to the Bank Reconciliation Report

It would be useful to see the account Ref on the Reconciled bank report to speed up Corrections and checking if errors have occurred

Victoria Hanley over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

2 VOTE

Remove the Sage 200 Bank Reconciliation Automatic re-sort

Reported in the Summer 2019 version of Sage 200, during a Bank Reconciliation when adding a new transaction, once added the list of Matched transactions automatically re-sorts itself into ascending date order, however this can cause problems when ...

Richard Owens about 6 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

2 VOTE

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

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