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Sage 200 UKI Ideas Portal

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Budget Statement Breakdown by Combined Nominal Budget - Budget Owners email addresses to be stored inside the Sage Company Dataset

to enhance the Budget Statement Breakdown by Combined Nominal Budget report, it would be useful to e-mail the report with pre-configured email addresses for the budget owner. When maintain the budget owner the budget owners e-mail address should b...
Saeed Malik over 6 years ago in Budgets 0 Idea Accepted - Gauging Support

Access to combined budget information for Super Authorisers

In the My Budgets Overview workspace it is not possible to check the available budgets for a combined budget without individually adding the central finance staff to EACH combined budget as an owner.
Guest almost 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Financial Data Designer to have the same functionality as Amend Financial Layouts

eg Subtotals so that you can show Gross Profit, Operating Profit, EBIT, Net Profit etc Text lines to put spacing in the report At the moment you have manually add a total in the Pivot Table settings for Net Profit etc ...
Saeed Malik over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Having an alert when the budget you are posting to has gone over

No description provided
Guest almost 8 years ago in Budgets 0 Idea Accepted - Gauging Support

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

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 almost 9 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Enable a forecast or numerous budgets to be entered into Sage 200

Many businesses create more than one budget e.g. best case scenario, worst case scenario and most also create forecasts during the year. As a new user of Sage 200 I was surprised that you could only have one budget in the system to report against,...
Guest almost 9 years ago in Budgets 0 Idea Accepted - Gauging Support