Sage 200 UKI Ideas Portal

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    Multiple on SL and PL On Hold Reason

    Rather than just On Hold it would be useful to be able to select a reason for the customer being on hold. Credit Hold / Account Conflict etc etc
    Guest almost 11 years ago in Account Status 0 Will not implement

    User Defined Customer Status

    User definable Customer Statuses with options to define what processes should be blocked for each status. E.g. Allow quote to be entered but prevent order being entered, or disallow both Allow order but prevent despatch etc. Similar to the way Pro...
    Guest over 2 years ago in Account Status / Account Status 0 Idea Accepted - Gauging Support

    More options when an account is put on hold

    This would then stop invoices being put on hold and also stop things from being despatched.
    Guest almost 7 years ago in Account Status / Account Status 2 Further Information Required

    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

    Credit control

    Customisable on stop allow one order to proceed, control how much credit a company can have without taking customer on and off stop repeatedly which is extremely time consuming. Account activity alerts for credit controller.
    Guest about 10 years ago in Account Status 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

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

    No description provided
    Guest over 7 years ago in Budgets 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

    Committed and Actual vs Budget Reporting

    We have recently signed up for the Sage for Ecuation package and have found that one area in particular, commitment reporting, seems to be lacking on the reporting. Commitment reporting plays a large part in monitoring school budgets, as a whole a...
    Guest over 9 years ago in Budgets 0 Idea Accepted - Gauging Support

    Department (combined) budget drip feeding

    In education it is custom and practice to allocate budgets to departments on a termly (or in some cases a monthly) basis. Annual budgets are released to budget holders in this way Can a functionality be included to say, replicate the profiling of ...
    Guest almost 7 years ago in Budgets 0 Idea Accepted - Gauging Support