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Sage 200 UKI Ideas Portal

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Excel Reporting - Revenue and Cost report: flip sign on budgets

A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets,...
Gregor Imrie over 4 years ago in Excel Reporting 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

Add Excel Pivot on Invoicecredit and Invoice Credit Line

Useful to bolster existing trading reports e.g. if stock updated by despatch date then such trading information is unavailable.
Owen Orr 6 months ago in Excel Reporting 1 Further Information Required

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

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 about 9 years ago in New/Amend Order / New/Amend Order 1 Idea Accepted - Gauging Support

Export / Import Excel Financial Statements

To have the ability to export and import your Excel financial statement layouts like you can with the main ones. Seems mad that you can't already.
David Shearer over 1 year ago in Excel Reporting 0 Idea Accepted - Gauging Support

In Sales/Purchase Orders Document Created By is actually Document Last Saved By. Could we have a column for each?

It would be useful to know who initially created a sales/purchase order, rather than just who saved it or amended it.
Guest about 9 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Deletion or amendment of submitted but unauthorised order

It would really be useful if a submitted but unauthorised order can be removed by the originator. I know I can let the authoriser know not to go ahead, but that needs everyone to remember. I can't add notes or anything once it&s been submitted...
Guest over 4 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Search feature

Add a search feature so you can search for a specific word - useful when someone wants to know where they ordered something from in the past.
Guest almost 7 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support