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Sage 200 UKI Ideas Portal

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Excel Reports - organisation

Can you create a system so we can organise the excel reports - we currently have a long list of reports and it can be hard to find the one you want. A folder system would be useful.
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Department budget vs actuals summary

A report in excel that produces a one line summary of budget vs actuals for a specified month and YTD. The report should include totals and full department names to make it as useful as possible. As a school the majority of our internal management...
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting (Date/FY) FiIters before opening excel

Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and...
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Sales & Purchase Ordering, Show Total Standard Product Weight

During Both Sales and Purchase Order entry/Amendment show the accumulated Weight of all stock lines on an order next to the total values, this would greatly assist when taking an order over the phone or placing and order with a supplier, as you ma...
Guest almost 8 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Excel Financial Report Pack to have values for Budget for the Year & Forecast for the Year

Budget for the Year & Forecast for the year are key values for financial analysis, these are not currently available in the Pivot Table Field list
Saeed Malik about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

allow additional fields to be added to excel reporting reports

client would like to add the user field to excel reporting report cashbook transactions but not on the list of fields available in the pivot table tools analyse section
joanne scott over 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

ETA Date on PO to allow planning and inform Sales when goods are expected

On the Header of a PO the ETA date can be entered and automatically copied to each line. It would be amendable on each line. It would also be available on reports. This will allow visibility in PO List View and on POs especially Back to Back order...
Guest over 2 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Sales and Purchase Contracts, with SOs and POs to be raised from

It would be good if there was a Sales Contract module on SOP for certain products, for a set quantity and price, over a period of time, that would be linked to a customer account. So that when you enter an SO, and start adding products, it would d...
Guest over 2 years ago in New/Amend Order / New/Amend Order 0 Idea Accepted - Gauging Support

Stock Search Categories are in natural order on order processing screens.

When you create stock search categories and values in stock control they are displayed in alphabetical order. When you use them on the order processing screens they are presented in the order that they were entered into the database. It would be n...
Guest over 2 years ago in New/Amend Order 0 Idea Accepted - Gauging Support

Excel Reporting for Sage 200

Report directly from excel to help analyse the data in a more in depth manor and in line with existing processes
Guest over 2 years ago in Excel Reporting 2 Already Exists