Sage 200 UKI Ideas Portal

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    set correct allocation date on an allocation only entry SL / PL

    When entering an allocation for a payment on account transaction would like the system setting payment rule to apply - i.e. to set the allocation date to the receipt date in case of sales ledger and payment date in terms of Purchase Ledger - most ...
    Adrian Evans about 2 months ago in Allocate / Allocate 2 Further Information Required

    Import Memo Notes from a spreadsheet to Various Customers or Suppliers Accounts

    Doing credit control for a larger organisation it is easier to put everything into a spreadsheet where we can put notes that can be seen by all line managers, not everyone has access to Sage. But once done we are then having to put the notes onto ...
    Tina Baldwin over 1 year ago in Account / Account 4 Idea Accepted - Gauging Support

    Bank detail change approval

    Could an approvals style routine be build in to allow a senior user to approve any bank detail changes please? The audit log is good but it doesn't prevent changes and so issues could arise before anyone is aware.
    Guest over 2 years ago in Account 0 Idea Accepted - Gauging Support

    Unallocated amount in transaction enquiry

    In Supplier Transaction Query and Customer Transaction Query, instead of having "Allocated" amount we should have an option to add the Unallocated amount instead.
    Leanne Mann over 1 year ago in Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

    Cash Book attachments

    There is no facility to add attachments to Bank Postings - this would be useful as we would then be able to be able to have a complete audit trail of what makes up the posting and would make audit easier
    Guest about 4 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Add due date to Transaction Query

    Add the due date to supplier transaction enquiry as its own column
    Leanne Mann over 1 year ago in Transaction Enquiry 0 Idea Accepted - Gauging Support

    Remittance

    More and more suppliers expect remittances. I also like to receive them when customers pay us. Is there a way to produce as I've been told it can only be done if credit control facility is used, which I don't.
    Christine Sellick about 1 year ago in Suggested Payments 3 Idea Accepted - Gauging Support

    Attach document to multiple transactions at once

    I am aiming to try and attach one document to multiple transactions without having to select and add to each transaction individually
    Molly Armsworth 2 months ago in Invoice/Credit / Invoice/Credit / Transaction Enquiry / Transaction Enquiry 0 Idea Accepted - Gauging Support

    Edit Customers & Suppliers In Grid Format

    If you have an update that effects multiple customer or supplier accounts, it would be nice to be able to edit them en masse in grid format, where you could copy and paste the change into a specific field before arrowing down to the next record, a...
    Tracy Thomson over 1 year ago in Batch Change / Batch Change 2 Idea Accepted - Gauging Support

    Being able to attach purchase invoices after they were posted

    I tried to attach purchase ledger invoices after they were posted onto Sage. Unfortunately you can only attach documents while you enter them , and only on Invoice not Rapid ( which is much faster if you have batch of invoices). I tend to import m...
    Pilarz Ela over 1 year ago in Invoice/Credit 4 Idea Accepted - Gauging Support