Sage 200 UKI Ideas Portal

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    Be able to edit/amend a printed invoice raised from Invoicing Module

    At the moment once you print invoices from the invoicing module the then become locked down so no editing is possible. Would be great if this wasn't the case as clients raise and print invoices and realise a spelling/pricing mistake, get told to c...
    Phil Edmondson about 7 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Bank feed rules - bank transfer

    On bank feeds, there is the option to create a bank transfer manually for a transaction. However when creating bank rules, there doesn't seem to be functionality to create a rule for a bank transfer. We have over 100 different cashbooks and the au...
    Andy Donaldson about 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

    Save Bank Rules

    When issues occur on Bank Feeds and the only option to resolve the issue is disconnect and reconnect, it causes the problem where bank rules are effectively deleted. Where a customer has numerous bank rules, this is certainly a big problem and ver...
    John Turner over 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

    Bank Feeds - for an easier way to recall saved Drafts

    When you use Bank Feeds, you can save your reconciliation using Confirm Matches, which is like the Save Draft functionality in Bank Reconciliation. When you reopen the Bank Feeds, it highlights the matched lines in yellow, however if you need to s...
    Gary Butler about 7 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

    Add functionality to be able to use Batch/Serial numbered items on Invoicing

    Currently you cannot use batch/serial items on the invoicing module, they simply don't show due to the number being set to select the number on allocation or despatch. Having functionality to do this on an invoice (Select item, select batch number...
    Gary Butler over 6 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Change pricing structure for all items in an order with 1 click

    For Account customers, when you enter a new order, all items are assigned to the customer's specific pricing band. The same thing happens with Cash customers but if you want to change to a different pricing band, you have to do this manually for e...
    Gordon Kerr over 1 year ago in New/Amend Invoice / New/Amend Order / New/Amend Pro Forma / New/Amend Quote 0 Idea Accepted - Gauging Support

    Duplicate invoice

    Sage 50 had a button you could just press after highlighting the invoice from the list to duplicate the text, customer and coding. Sage200 has a copy invoice button in enter new invoice section, but only copies the text, nothing else. Can we have ...
    Guest almost 5 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support

    Invoicing reference & 2nd reference

    We have just started looking at the invoicing module in our demo company and have noticed that the same reference (the Inv number) is used as the Reference and 2nd Reference in customer enquiry. Has anybody asked for the 2nd reference to be the cu...
    Guest over 2 years ago in New/Amend Invoice 2 Idea Accepted - Gauging Support

    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) 9 Already Exists

    Stock Invoice (No SOP) to show yellow if location with 0 stock selected

    A Customer raised an invoice but inadvertently selected the wrong location. Meaning an investigation in the data to find out what went wrong. It would be useful for the functionality used in SOP when a quantity of stock selected against a line wit...
    Gary Butler about 4 years ago in New/Amend Invoice 0 Idea Accepted - Gauging Support