Ideas

Showing 40

Ability to flag a Bank Account to be excluded for bank reconciliation

The ability to flag a bank account to be excluded from bank reconciliation so Cash Book Account transactions can be deleted without having to be reconciled

Guest about 9 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

2 VOTE

Add Account Reference field to the Bank Reconciliation Report

It would be useful to see the account Ref on the Reconciled bank report to speed up Corrections and checking if errors have occurred

Victoria Hanley over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

2 VOTE

Remove the Sage 200 Bank Reconciliation Automatic re-sort

Reported in the Summer 2019 version of Sage 200, during a Bank Reconciliation when adding a new transaction, once added the list of Matched transactions automatically re-sorts itself into ascending date order, however this can cause problems when ...

Richard Owens about 6 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

2 VOTE

Amending Opening Balance figure in Bank Reconciliation screen should made an admin menu option

It is possible to amend the 'Opening balance' figure in the Cash Book Bank Reconciliation screen when reconciling transactions, but also by going into the screen, changing the figure and clicking on Reconcile. No warning message pops up to flag th...

Guest almost 9 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

2 VOTE

E-Reconcile - would be nice to be able to save the e-reconciliation half way through as you can on the manual process, to close and revisit or close and carry on with the reconciliation

A client would like to be able to process some of his e-reconciliation and then save this and go back to it to complete like you can on the manual reconciliation. There is no save feature with in the e-reconcile (confirmed by 200 support)&

Phil Edmondson over 10 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

1 VOTE

Current balance on sage to reflect requested date.

On Sage 200 the balance on sage when performing a bank reconciliation is not correct if transactions have been processed after the date on the statement. I have just reconciled my bank statement dated 30 September but the report that was produced ...

Guest over 6 years ago in Bank Feeds (Bank Reconciliation) 1 Not an idea

1 VOTE

.msg files to open in attach documents

Where you can only attach an outlook file to a purchase ledger or sales ledger record it would be very helpful to be able to open these from Sage also. Like you can do with other windows documents like excel or even pdfs.

Guest almost 7 years ago in Microsoft Outlook 0 Idea Accepted - Gauging Support

0 VOTE

bank feeds reconciliation - add notes to transactions in the bank feeds reconciliation screen

Currently you only add notes once you through to the bank reconciliation screen, users need to be able to enter notes against transactions in the bank feeds reconciliation screen

Guest over 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

0 VOTE

Cash Book to Nominal Reconciliation Enquiry Screen

There are Debtors and Creditor Reconciliation Enquiry Screen but no Cash Book to Nominal Reconciliation enquiries. It can be very time consuming to do a manual check between nominal and cash book especially if users have posted Nominal Payments or...

Guest over 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

0 VOTE

Microsoft Office 365 integration with Outlook

View key customer and vendor details in Outlook. View the information you need to make decisions and answer queries without the need to leave Outlook e.g. outstanding balance, recent transactions, credit limit etc., all withi

Guest over 2 years ago in Microsoft Outlook 0 Idea Accepted - Gauging Support

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