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Sage 200 UKI Ideas Portal

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Financial Data Designer - Help guide (or lack of)

Please can a guide be produced for the format of writing P+L's in the excel reporting section, they are much better than the old style PDF P+L, as great to have monthly trend showing, however making the format behave as you want is tricky, as seem...
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Can we please have a downloadable version of the Help (version controlled) that can be used off-line.

We have a secure site, where users do not have internet access (and never will have). As a consequence they have no access to the on-line help. Can we please have a downloadable version (version controlled) that can be accessed and used off-line.
Guest about 9 years ago in Offline 1 Already Exists

Sage200CRM vs. CRM Connector Documentation

Today we discovered Sage200CRM will be supported in Sage 200 2017 (there was no confirmed date for depreciating Sage200CRM). Can we have a feature comparison between Sage200CRM and CRM Connector? for example No. Feature Sage200CRM Connector1 Sage2...
Guest almost 9 years ago in CRM Connector 0 Will not implement

Previous Year Journals - Prefix Journal Number with a J

Maybe a legacy feature from Sovreign, Previous Year Journals Numbers are not pre-fixed with a J. In Sage 200. there is separate transaction type (4)for Previous Year Journals so no need to leave out J if it aprevious year entry. Journals would the...
Saeed Malik over 10 years ago in Previous Year Journal Entry 0 Idea Accepted - Gauging Support

Previous Year Journals - Journal Number is lost if you manually enter a reference

If you enter text into the reference field the automatic journalnumber saved to the transaction. This makes it harder to see the sequence of journals and more difficult to identity prior year journals It would be best to hide this as percurrent ye...
Saeed Malik over 10 years ago in Previous Year Journal Entry 0 Idea Accepted - Gauging Support

XML imports - scheme

Within the help menu, there are csv import file examples with the xls guide to completing them, there is also an XML example, but no formal XML scheme behind the XML example. The XML scheme should show field level attributes, i.e. the characterist...
Guest over 7 years ago in Import help 1 Idea Accepted - Gauging Support

Web Set Up Guidance

All the guidance for how to set the web up and process all requisitions and orders is all very segregated all the guidance notes need to be together from a person raising a requistion to the order being sent out. The videos should include sound wi...
Guest almost 8 years ago in Help/ Documentation 1 Idea Accepted - Gauging Support

Include more user friendly video tutorials built into F1 help menu!

To include more and more user friendly videos pre-built into the F1 help menu to enhance customers understanding of functions of the program.
Guest almost 8 years ago in Videos 1 Idea Accepted - Gauging Support

Documentation on each specific Feature

Would like Sage to produce a kind of dictionary to confirm what each feature in Sage 200 System Administration does - what happens if you enable a feature on a role.
Guest over 9 years ago in System Admin 0 Idea Accepted - Gauging Support