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 213

    Narrative/More info when information filters through from Billing to the customer ledger

    As well as invoice number, date and value, a brief detail of the invoice would be helpful in the customer ledger 'Transaction Enquiry' then 'export to excel' would be a lot easier.
    Melanie Burgess 7 months ago in Project Accounting / Transaction Enquiry 0 Idea Accepted - Gauging Support

    attachment with enter customer receipt

    It would be useful to add a remittance to a sales receipt on customers.
    Wendy Gardner over 1 year ago in Payment/Receipt 2 Idea Accepted - Gauging Support

    Allocation Dates Report

    When matching the TB to the aged debtors, there can sometimes be a discrepancy and then you have to try and find this. For example, the discrepancy is £5000 and sometimes, it can be just one figure and you find that the allocation date was incorre...
    Janine Holloway about 2 months ago in Aged Creditors / Aged Debtors 3 Already Exists

    Add nominal narrative to customer/supplier screen

    You can see the detail of the invoice/credit on the customer/supplier screen instead of drilling in at the bottom - can easily export to excel
    Courtney Sharman 9 months ago in Transaction Enquiry / Transaction Enquiry 3 Idea Accepted - Gauging Support

    Customer Details

    It would be useful if we could add more customer contact details, within a company there may be several contacts, such as workshop supervisor, purchase ledger clerk, but there doesn't seem the capacity to enter this detail in sage
    Sally Bruce over 2 years ago in Customer/Supplier 6 Idea Accepted - Gauging Support

    When entering a receipt payment in sales ledger have ability to enter comment on over-payments

    When customer over-pays an invoice the payment is receipted and the user goes to transaction enquiry to add memo line against the over-payment with reason i.e. inv 12345 paid twice - or under-payment i.e. VAT omitted from receipt
    Oldschool Oldschool almost 2 years ago in Payment/Receipt / Payment/Receipt 0 Idea Accepted - Gauging Support

    Ability to attach documents in other modules, e.g. Sales Ledger, Sales Order Processing.

    The ability to attach / scan documents to sales transactions, for example may wish to attachproof of delivery. Please add examples of where and why you would find this useful. Thank you
    Guest over 7 years ago in Invoice/Credit 5 Partially Implemented

    Sales Ledger Allocation Date

    (Same applied to P/L) Could a warning be displayed if the allocation date is before any transaction that is being allocated - when the allocation date is before the transaction date, particularly if the dates span a period end, there are problems ...
    Andrew Dunn 6 months ago in Allocate 3 Idea Accepted - Gauging Support

    Delete Supplier nominal codes

    Can change the default nominal code on a supplier account but can't delete completely if you want to leave blank. Would also be good if you can have a default nominal but variable cost centre.
    Rachel Bartholomew 5 months ago in Account / Account 2 Not an idea

    Customer/Supplier Code

    When we add customers or suppliers, the code we assign to their account is based on their company name. Sometimes these entities change their names and then it would be really useful if there was a way to change their account code too.
    David Selvage over 3 years ago in Account / Account 0 Idea Accepted - Gauging Support