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Budget Monitoring in New Year when Old Year is still open

The ability to run a budget v actuals report for the new year, when the old year is still open would be very helpful. I have not been given the go ahead to close old year by our accountants. This means I am unable to produce any meaningful budget ...
Guest about 7 years ago in Budgets 0 Idea Accepted - Gauging Support

Ability to see when users were last logged on

I have spoken to a handful of clients who would like to see when users were last logged in. This would be preferable through the User Login Status section. So next to the 'last activity' column for logged on users it would be useful to have a 'las...
Imrie, William over 8 years ago in Users 0 Idea Accepted - Gauging Support

Auditing users added and deleted

For auditing and compliance purposes it would be very useful if Sage 200 SA created an audit log of when new users were added to the system and then any changes to that user, for example role modifications, company access, etc. A report would then...
Guest about 10 years ago in Users 0 Idea Accepted - Gauging Support

I would like to maintain multiple versions of my nominal budgets

Throughout the course of the year my budgets are often revised. When I amend the budget I would like to keep a copy of the original budget and also see the new budget. I would also like this to be reflecting in report so I can see original
Guest almost 9 years ago in Budgets 0 Idea Accepted - Gauging Support

Editing User Menus - Allow for Folder Deletion

Currently you cannot delete a Folder from the menu if it contains items, you first have to delete all the items. It would be much quicker if you were able to remove the folder and with it the contained items.
Robin Fitzpatrick about 2 years ago in Users 0 Idea Accepted - Gauging Support

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

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

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

User Login Status. The refresh time is set to a default 5 minutes. One can reduce it but only for the duration of the window being open, next time it reverts to 5 minutes. Can we be allowed to change the default?

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Guest over 9 years ago in Users 0 Idea Accepted - Gauging Support