Sage 200 UKI Ideas Portal

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    Bank reconciliation of transactions with dates later than the statement date

    Why is itif you make an error an post something with the wrong date to the bank, for example it is meant to be 14/07/2017 and you process it through as 14/08/2017 so you add a reverse transaction, you then cannot match this off on the bank rec unt...
    Guest over 8 years ago in Bank Feeds (Bank Reconciliation) 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

    Cash Book Unreconcile Transactions - Last Statement Date

    The Last Statement Date is set today - this is very mis-leading, This should be the date that you unreconciled up to.
    Saeed Malik about 4 years ago in Bank Feeds (Bank Reconciliation) 1 Not an idea

    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

    Bank reconciliation - moving items

    If you miss an item on the bank rec, being able to put it in the order to correspond with the paper statement would be VERY helpful.
    Christine Sellick over 5 years ago in Bank Feeds (Bank Reconciliation) 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

    Book balance to be added to bank reconciliation in Sage 200

    In Sage 50 you were able to view the book balance on the bank reconciliation report, in Sage 200 this is not the case
    Guest almost 8 years ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 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

    Add Statement Reference to Cash Book Bank Reconciliation Report & Change Format

    I don't know how many different Banks this now applies to but certainly Barclays have removed the cumulative sequential Page Numbers from Statements. This means that the user has to create their own Statement Reference, very often a date or some d...
    Graham Michel over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support