Sage 200 UKI Ideas Portal

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    Bank Feeds - for a tick box to display unreconciled transactions prior to the date range displayed

    If a customer uses bank feeds and has entered transactions on sage at the last day of the month, but display on the statement at the first day of the following month, rather than use 1/12/18 to 30/12/18, the customer would need to set the From dat...
    Gary Butler about 7 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

    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

    CRM connector - the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box

    CRM connector – the ability to allow custom Sage 200 fields to be surfaced via CRM out of the box, for example, surface Sage 200 analysis fields within CRM
    Guest over 8 years ago in CRM 1 Will not implement

    Integrate Exchange Rate between Sage 200 and Sage CRM

    Allcurrencies present in Sage 200 have to be added to Sage CRM or integration will fail, but the exchange rates are not maintained as part of the integrationand therefore need to be updated in two places. I would suggest that on an integrated Sage...
    Guest almost 11 years ago in CRM 0 Idea Accepted - Gauging Support

    CRM connector quotes and orders. - use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM

    CRM connector – quotes and orders. The ability to use form popping to bring up the Sage 200 Quote / Order screen when using Opportunities within CRM. (i.e. rather than at a Company level). This will allow an association between the quotes and orde...
    Guest over 8 years ago in CRM 1 Will not implement

    Allow Bank Feeds and Supplier Payments to be used together

    Could the software be amended to allow supplier payments to be generated and uploaded to the bank, and the bank feeds option still work to download transactions?
    Guest almost 6 years ago in Bank Feeds 2 Further Information Required

    Bio-metric authentication for Bank Feeds

    With the need for security, bio-metric (fingerprint) authentication is how one our customers logs onto their bank accounts. After installing the relevant bank plug-in the only authentication options are a PIN sentry or memorable information/passwo...
    Guest about 6 years ago in Bank Feeds 2 Further Information Required

    Quote to a Prospect in any Currency

    If you use the &Connector& to link to CRM you are restricted to only being able to Quote to a Prospect in GBP... The system should support the standard functionality of setting the currency against the Quote not being restricted to a defau...
    Guest about 9 years ago in CRM 1 Will not implement

    Improved access to Quotes from CRM via the Connector

    Although the connector allows users tocreate/view/edit Quotes from CRM you only have this ability if you look at the quotes against a specific Company/Account and/or a specific Opportunity. Wouldn&t it be nice if you could also do the followin...
    Guest about 9 years ago in CRM 1 Will not implement