Sage 200 UKI Ideas Portal

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    Remove the Sage 200 Bank Reconciliation Automatic re-sort

    Reported in the Summer 2019 version of Sage 200, during a Bank Reconciliation when adding a new transaction, once added the list of Matched transactions automatically re-sorts itself into ascending date order, however this can cause problems when ...
    Richard Owens over 6 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Amending Opening Balance figure in Bank Reconciliation screen should made an admin menu option

    It is possible to amend the 'Opening balance' figure in the Cash Book Bank Reconciliation screen when reconciling transactions, but also by going into the screen, changing the figure and clicking on Reconcile. No warning message pops up to flag th...
    Guest almost 9 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Add Quantity Status Pipeline Indicator to the Sales Document Status List workspace.

    The Sales Document Status List workspace does not show orders on the Value Status Pipeline Indicator for orders with no price. Any order that is put on with a pound;0 total, the order will not update. However, if there is multiple items on the ord...
    Guest almost 10 years ago in Sales Document Status 0 Idea Accepted - Gauging Support

    E-Reconcile - would be nice to be able to save the e-reconciliation half way through as you can on the manual process, to close and revisit or close and carry on with the reconciliation

    A client would like to be able to process some of his e-reconciliation and then save this and go back to it to complete like you can on the manual reconciliation. There is no save feature with in the e-reconcile (confirmed by 200 support)&
    Phil Edmondson over 10 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

    Current balance on sage to reflect requested date.

    On Sage 200 the balance on sage when performing a bank reconciliation is not correct if transactions have been processed after the date on the statement. I have just reconciled my bank statement dated 30 September but the report that was produced ...
    Guest over 6 years ago in Bank Feeds (Bank Reconciliation) 1 Not an idea

    More emphasis on Space in Workspace

    We use Sales Document Status workspace all day every day. Since upgrading a few weeks ago from Sage 200 2011 to 2016 version, we've lost a load of space in the new design causing unnecessary scrolling. There is also a major performance problem but...
    Guest about 9 years ago in Sales Document Status 0 Idea Accepted - Gauging Support

    bank feeds reconciliation - add notes to transactions in the bank feeds reconciliation screen

    Currently you only add notes once you through to the bank reconciliation screen, users need to be able to enter notes against transactions in the bank feeds reconciliation screen
    Guest over 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Cash Book to Nominal Reconciliation Enquiry Screen

    There are Debtors and Creditor Reconciliation Enquiry Screen but no Cash Book to Nominal Reconciliation enquiries. It can be very time consuming to do a manual check between nominal and cash book especially if users have posted Nominal Payments or...
    Guest over 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support