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Sage 200 UKI Ideas Portal

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Nominal Inactive Accounts - account can only be made inactive if it has a zero balance

There should be a warning if you try to make a nominal account inactive if it still has a balance. A message would say the account balance is not zero and you would not be able to save the change until the balance has been cleared.
Saeed Malik almost 8 years ago in New/Amend Account 0 Idea Accepted - Gauging Support

Sage 200 limits you to 1 Cash Account, we require at least 5, more than 1 cash account would be very helpful

Cash Account
Guest about 9 years ago in New/Amend Account 2 Already Exists

Ability to change Department Number

The ability to change the department number would be good which would automatically filter through to the rest of the system. Our consultant set one company up with 3 digit dept numbers and then in the other company only did singular. We didn't re...
Guest about 8 years ago in New/Amend Account 0 Idea Accepted - Gauging Support

Nominal Ledger - Generate New Accounts - Include Blank Cost Centres amp; Departments

Hello, When generating new nominal accounts you can currently only generate for the named cost centres and depatments. If you also require a blank/blank version i.e. 4000// you have to create this manually post generation. I think it would be bene...
Guest over 10 years ago in New/Amend Account 0 Idea Accepted - Gauging Support

Sage Connect - Automation is on by default on certain templates - this should be a customer selection

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates > automation rules > wording change

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates criteria search box needs to be made wider, rather than wrapping the names

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - add the account reference to the account look up/ filter screens

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Templates criteria needs expanding to include other options rather than e.g just account name for customers

Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Transaction list > payments, the payment number is confusing should be able to choose what is displayed or the reference used by the product

as above
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support