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Sage 200 UKI Ideas Portal

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Budget audit trail

It would be really useful to be able to view an audit trail of budgets for an individual nominal code/dept - to be able to see original budget, changes up / down since then with current budget showing as a result of these changes. Vital for the ed...
Guest almost 5 years ago in Budgets 0 Idea Accepted - Gauging Support

Sage 200 2016 Change Roles Missing?

We can assign multiple roles to single users however the user can no longer swap between those different roles. My reseller says this is no longer possible?
Guest about 9 years ago in Roles 0 Idea Accepted - Gauging Support

Show Transaction Analysis Codes on Reports

It would be very helpful to show Transaction Analysis Codes for those transactions that have them on reports - particularly the Budget Statement Breakdown by Combined Nominal Budget Report. We use these to tag projects or trips but it's difficult ...
Guest almost 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Add new columns to budget v actual by nominal type

It would be beneficial to add a couple of columns onto that report so we can save manual input and time. Two suggested new columns would be forecast and forecast/budget variance. Therefore, when generating the reports we would have 5 columns in to...
Ash Prayagsing over 1 year ago in Budgets 0 Idea Accepted - Gauging Support

Make available only those workspaces for the modules licenced

When enabling Workspaces and assigning them to Roles please can the licenced modules be taken into account and those Workspaces for modules that the client does not have not show in Sage 200. My example is my client today, they are financials only...
Michelle White over 8 years ago in Roles 0 Idea Accepted - Gauging Support

Features / Roles - System admin

If a company hasn't bought commercials/project accounting etc.. why have these showing as folders in the main menu structure, would be much cleaner if only showed the ledgers that the company has bought from Sage. Also, would be nice if workspaces...
Guest over 8 years ago in Roles 0 Idea Accepted - Gauging Support

Previous Year and Current Year Budget Comparison

There is currently a Previous Year Budget report available (Detailed Budgets Previous Year) but it is only for the previous year and does not show current figures. Could a report be provided that shows: Budgets for this year, last year, MTD, YTD a...
Howard Taylor over 3 years ago in Budgets 0 Idea Accepted - Gauging Support

Role restriction for workspace actions, currently removing access to the feature doesnt prevent the user from being able to do certain things. Only way is remove workspaces completely which is a massive shame.

For eg: I have removed access to the feature: nbsp;Delete Customer Transactions, but the user has access to the customer transactions workspace. nbsp;From the actions i can access the delete customer transactions screen. nbsp; I have called this t...
Guest almost 10 years ago in Roles 0 Idea Accepted - Gauging Support

Restrict user access by country at the role level

Within Sage Admin, have a filter that allows selection of one or more country codes from a sales and/or purchase ledger account, and restricts user access to records of those countries.
James Dowdeswell over 4 years ago in Roles 1 Idea Accepted - Gauging Support

When removing an option from a roles menu, it remains in favourites unless removed manually.

In a company where controls are tightening as it grows, we rely on the system admin features area to limit a departments access. We have found out the hard way that even though we have removed the feature of Amend Order Status from their role, bec...
Guest over 7 years ago in Roles 1 Idea Accepted - Gauging Support