Sage 200 UKI Ideas Portal

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    Reverse bank reconciliation (full reconciliation)

    Ability to reverse a bank reconciliation so that if you've made a mistake and can't identify it you can revert to the last bank reconciliation.
    Guest almost 7 years ago in Bank Feeds (Bank Reconciliation) 1 Idea Accepted - Gauging Support

    Retain order of matching for Draft Bank Reconciliation

    When matching transactions in a Bank Reconciliation and then saving to Draft, the order that the transactions are matched is not saved, so when recall of the Draft Reconciliation takes place, the matched order has potentially changed, unless match...
    Guest about 6 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Bank Statement Reconciliation Report - one report showing Unreconciled and Reconciled Transactions

    One report showing the Bank Reconciliation rather than 2 reports Reconciled and Unreconciled. eg Bank Statement Balance b/f XXXX Reconciled Transactions XXXX Bank Statement c/f XXXX Unreconciled TransactionsXXXX Cash Book Balance XXXX Also do not ...
    Saeed Malik over 10 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Add Alica Bank

    The use of Alica bank is ever increasing and more companies are moving over to this new bank. It would be useful for Sage to incorporate this bank within the ebanking module so customers like us can use this instead of having to make this via the ...
    Becky Ford 6 months ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Blanket Orders

    The system would benefit from the ability to have ‘blanket orders’. This is common in Education for Agency Staff where an agency staff member would have an order for a large amount put on – say £5,000. And then weekly invoices would be matched off...
    Guest over 2 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

    Bank Reconciliation - Cash Book Balance to be shown up to the date you are reconciling - screens & reports

    Users find it very confusing as the cash book shown on screen and on reports is the current cash book balance and not the cash book balance up to the date that you are reconciling
    Saeed Malik almost 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    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

    Use suppliers default VAT for purchase orders.

    When processing purchase orders, the VAT code should default to the suppliers default VAT code and not that of the stock item as its the suppliers that set the VAT you arecharged depending on their registration. Currently for VAT exempt suppliers ...
    Guest over 9 years ago in New/Amend Order 9 Idea Accepted - Gauging Support

    Attachments to Sales and purchase orders

    Ability to add attachments to Sales orders and purchase orders, which can be referenced in enquiry and amend programs
    Guest over 9 years ago in New/Amend Order / New/Amend Order 1 Idea Accepted - Gauging Support

    Ability to create a bank feed matching rule without having to create a transaction.

    99% of the time the invoice is already in sage so I don't want to create another just to create a matching rule.
    Ellen Duncan about 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support