Sage 200 UKI Ideas Portal

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    Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.

    For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
    Guest almost 10 years ago in Roles 0 Idea Accepted - Gauging Support

    Restrict user access by country at the role level

    Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.
    James Dowdeswell over 4 years ago in Roles 1 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

    When removing an option from a roles menu, it remains in favourites unless removed manually.

    In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...
    Guest over 7 years ago in Roles 1 Idea Accepted - Gauging Support

    Remember default Role for user in Sage 200 2015

    in Sage 200 2015 the role isn&t defaulted to when you log back into Sage 200, similarly a default role is ignored when logging into Sage 200. It needs to operate similar to switch configuration like it did in 2013 R2. I have a customer who wil...
    Guest over 10 years ago in Roles 0 Idea Accepted - Gauging Support

    Custom Roles For User Access

    It would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have ...
    Guest almost 6 years ago in Roles 0 Idea Accepted - Gauging Support

    Copy multiple roles into a new role:

    Currently, can only copy one role to another. Example: user has 3 roles, needs access to another feature that these roles cannot have so workaround is to setup a new role and just tick the feature area they need and assign over to them. Rather tha...
    Guest almost 9 years ago in Roles 0 Idea Accepted - Gauging Support

    Allow creation of mandatory customer and supplier roles

    When creating customer and supplier roles, you cannot set it to be a mandatory role. This means you can delete a contact on a SL or PL account, and not have the role be reassigned to another contact. If you try to delete a contact with a mandatory...
    Guest almost 11 years ago in Roles 0 Idea Accepted - Gauging Support