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Sage 200 UKI Ideas Portal

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Excel Reports - Add Favourites

It would be good to be able add excel reports to favourites
Saeed Malik almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Ability to create an Excel Workbook based on any area within Sage 200

I frequently have to create SQL Views via an ODBC link in Excel to get additional Excel based reports. Please provide a method to create our own reports and allow these to be linked to most if not all areas within Sage 200 including Project Accoun...
Guest over 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Payment Processing - Grid Based Selection of Invoices to be paid to increase user effficiency

to be able to list all invoices due to be paid for all suppliers in a grid allowing each invoice to be selected for payment by ticking the appropriate line rather than having to click into the line to enter the amount to be paid filters to allow t...
Saeed Malik over 6 years ago in Generate Payments 0 Idea Accepted - Gauging Support

Changes to generate payments Pay Single Supplier Routine

1. Show supplier balance (as with Amend Suggested Payments) 2. Show Supplier bank account in the Account field as default (From supplier basic data?) 3. Do not close the routine on completion 4. Retain date from previous entry This would reduce th...
Guest over 2 years ago in Generate Payments 0 Idea Accepted - Gauging Support

Electronic Payments for Foreign Suppliers and Banks

We have tested this in 10.00.0001 and 9.02.0002 and have the same problem. It will allow you to change a Payment Type to be an electronic payment
Guest over 9 years ago in Generate Payments 1 Not an idea

Nominal Transactions Excel Report Glitch

Hi, I have identified an issue with the Nominal Transactions Report in Excel reporting when you pull this off the reports section for us as we have been with Sage just over 2 years so on this report it shows Current Year, Last Year 2 Year but when...
Guest almost 6 years ago in Excel Reporting 1 Not an idea

Financial Data Designer to have the same functionality as Amend Financial Layouts

eg Subtotals so that you can show Gross Profit, Operating Profit, EBIT, Net Profit etc Text lines to put spacing in the report At the moment you have manually add a total in the Pivot Table settings for Net Profit etc ...
Saeed Malik over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reports - organisation

Can you create a system so we can organise the excel reports - we currently have a long list of reports and it can be hard to find the one you want. A folder system would be useful.
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

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