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Sage 200 UKI Ideas Portal

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More Flexibility with POP Authorisation Rules

More control on Authorisation rules that would allow the Auth value to be inclusive of VAT or not.
Guest over 4 years ago in Authorise 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

Please add Purchase Order details/narrative to the Web Portal Purchase Order Authorisation screen.

Currently Web only users who are authorising Purchase Orders need to enterthe Purchase Order Authorisation screen to see what orders need approving, but there is no option to view the order (in web portal view) to see what they are approving. The ...
Guest about 8 years ago in Authorise 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

Displaying budget when approving expenditure - additional approval limits

We are having issues with budget holders or key leaders who approve spend in line with our SoDA and cannot see information such as budget they are approving to and how budget is remaining. We are a large trust and key leaders are not based on site...
Guest about 5 years ago in Authorise 2 Further Information Required

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 project analysis field to an authorised purchase order

When we currently add a project analysis code to an authorised purchase order, it requires authorisation again. As no values or products are amended, it is purely the addition of analysis information, is it not possible to retain the authorised st...
Caroline Neal over 1 year ago in Authorise 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

Purchase returns - should they not require authorisation?

Currently when we create a purchase return, it does not require authorisation. Is it possible to change this?
Guest over 9 years ago in Authorise 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