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 102

    Amendments to Financial Imports

    I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...
    Simon Tomkins over 2 years ago in Customer/Supplier Transactions 1 Will not implement

    Ability to import /export module settings

    It would be a good idea if we could export module settings from an existing company and import these into a new company .= We have lots of clients that have multiple companies, and this has to be set up from fresh each time, it would reduce the se...
    Guest about 6 years ago in Settings 0 Idea Accepted - Gauging Support

    Validate transaction import for nominal codes that do not exist in sage

    currently when you import customer/supplier transactions and it contains a nominal code that does not exist in sage, it allows the import to go ahead with no warnings and posts it to suspense. I think it should allow more strict validation and rej...
    Guest over 9 years ago in Nominal 0 Idea Accepted - Gauging Support

    Allow import of previous year journals

    Client has a 150 line prior year journal to post but the import nominal transaction only allows the current year. Would like a prior year import equivalent
    Guest over 9 years ago in Nominal 0 Idea Accepted - Gauging Support

    ODBC Connectivity

    It would be a good idea to add ODBC connectivity so that the underlying SQL database can be directly queried from Excel
    Guest almost 10 years ago in ODBC 0 Idea Accepted - Gauging Support

    add supplier transaction nominal validation

    currently sage will import with no warnings if the nominal account doesn't exist, this has resulted in journal corrections being required
    joanne scott about 7 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

    Ability to import Monthly Budgets against projects

    This was previously logged as a Wish. Need to have the ability to import Monthly Budgets against projects. At present they have to be entered manually.
    Guest over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Multiple people creating PL payments

    It would be great if more than one user can generate purchase ledger payments at one time (of course providing they are generating them for different payment groups.) We have two employees who both raise payments at the same time of the month (for...
    Guest about 3 years ago in Generate Payments 0 Idea Accepted - Gauging Support

    Single URN for Nominal Ledger Transaction Import

    When a nominal ledger journal is imported using the standard Sage 200 nominal ledger import routine, could the system use a single URN for the entire import rather that giving each individual line it&s own URN?
    Guest over 9 years ago in Nominal 0 Idea Accepted - Gauging Support

    Import journal transactions template usernumber field to be made mandatory:

    When we use the import transactions functionality to upload a journal via the .csv template http://desktophelp.sage.co.uk/sage200/sage200standard/Content/CSV%20samples/NominalTransaction%20CSV.csv I have noticed that the UserNumber field is not ma...
    Guest over 6 years ago in Nominal 1 Idea Accepted - Gauging Support