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Sage 200 UKI Ideas Portal

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Add bank Revolut to the bank plug ins (Reconciliation)

they have a revolut bank feed but not the plug in for the bank
Rachael Holly over 1 year ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 8 Already Exists

Invoice Automation/Recognition for Sage 200

Invoice Automation and Automated Recognition which means a computer recognising and automating entering the data on a PDF document (i.e. a purchase invoice or a purchase credit note). This avoids having to key in data and in more advanced systems ...
Guest over 4 years ago in AutoEntry 0 Idea Accepted - Gauging Support

Password/MFA Policy - password length & complexity

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Minimum password length: 8 characters Password complexity requirements: Enabled
Callum Middleton over 1 year ago in Sage ID (Sage Account) 2 Idea Accepted - Gauging Support

Sage Connect - Consistency over the columns/ data available in the invoice/ payments sections

differences in the fields available within the invoice vs payment screens, below is what's currently available invoice columns Invoice number, customer name, messaging, related, type, payment status, issued date, due date, before tax, tax amount, ...
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Internal list of transactions should allow all transactions to be shown on a single list with filters for the type

the transactions will show invoices on one section and payments in another, customers may wish to view their entire history on one page. Allow the transaction type to be a filter like outstanding etc
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Change of wording on messages connected with specific transactions

When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Would like the ability to limit functionality at a user level, specifically the export to excel

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...
Jo Kirkup 11 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - ability to sync a company name change from Sage 200 into the app

Where a company has been set up with the incorrect name in the ERP data set, where it is changed allow the data that is synced with the change in to be consumed by Sage Connect.
Jo Kirkup 12 months ago in Sage Connect 0 Idea Accepted - Gauging Support

Can suppliers payments set up using the bank feed be allocated to the actual invoice on the supplier account.

Can suppliers payments set up using the bank feed be allocated to the actual invoice on the supplier account.
Guest over 2 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

Citibank UK to be added to Bank Feeds

We use Citibank and there is no option to add this to the bank feeds in the UK which means we can only enter our transactions manually which is time consuming.
kelly Hollands over 1 year ago in Bank Feeds 0 Idea Accepted - Gauging Support