Sage 200 UKI Ideas Portal

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    Expand Cashbook trans. type or use a dropdown function (Y/N) for 1st Reference field and if Y, creating a fix reference in the dropdown

    When receiving customer payments or paying suppliers, the methods in how this take place is limited and should be record as such. The following types can take place, CASH, DD (direct debit), SO (stop Order), C/Card (Credit card), BACS, Transfer, C...
    Marek Tonderys almost 2 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    System Admin - Roles. Shade folder and sub folder if some features are enabled

    In System AdminRoles, the tree view will show a tick in a folder Eg Sales Ledger-Basic if all the features in basic are ticked. If the role only has some features in the sub folders it is tricky to see at a glance if that is the case. Can the fold...
    Guest almost 7 years ago in Roles 0 Idea Accepted - Gauging Support

    Sage 200 web users able to drill down into budget line details

    We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
    Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support

    Allow the facility to include bank charges to receipts into sterling account from foreign accounts.

    Currently you are able to post bank charges as part of the receipt on foreign currency bank accounts. Why is this not possible on sterling accounts when monies have been received from overseas.
    Guest over 3 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Clone or Template Receipt

    It would save me a huge amount of time if I could clone a receipt or create a receipt template. As a school we receive weekly income for several different departments/nominals and it is time consuming to select all the codes each time we input the...
    Guest over 5 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    For security to prevent users from Right Click Send to Excel

    Option to disable Send to Excel on lists for particular users For security purposes
    Gary Butler almost 5 years ago in Roles 1 Idea Accepted - Gauging Support

    Change bank code whilst entering a payment in Cash Book module

    Can I suggest that you allow the bank code to be changed during a payment/receipt entry. Currently the bank code is greyed out as soon as you start to enter the lines of a payment/receipt in cash book module, it would be good if you could change t...
    Guest over 6 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    Amend default cashbook/bank account for Customer & Supplier Accounts!

    To have an extra option, perhaps for admins only where you can amend the default bank account in cashbook so it updates for customers and suppliers.
    Guest almost 8 years ago in Payment/Receipt 0 Idea Accepted - Gauging Support

    On the Authorise Features for Role option for highlight to default to Filter button

    When amending Roles and searching for features, you can type in the Feature Name field to look for a word that will help you find an option easier. However the button highlighted by default is OK, so if you type and press Enter, it closes the form...
    Gary Butler almost 7 years ago in Roles 0 Idea Accepted - Gauging Support

    Multiple Company and Role access

    I have 3 sage 200 companies and i want a user to have full access to 2 of the sage companies and partial access for one of the companies. How could this be achieved?
    Lucy Johnson over 4 years ago in Roles 0 Idea Accepted - Gauging Support