Sage 200 UKI Ideas Portal

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    Add Workspace Designer to Sage 200 Standard and Education versions

    It would be helpful if Sage 200 Standard had the same Workspace Designer tool as Sage 200 Professional, or failing that a tool like the Custom Report Manager to allow for users to import additional Workspaces.
    Graham Sean over 3 years ago in Workspace Designer 0 Idea Accepted - Gauging Support

    Cash Book Unreconcile Transactions - Last Statement Date

    The Last Statement Date is set today - this is very mis-leading, This should be the date that you unreconciled up to.
    Saeed Malik about 4 years ago in Bank Feeds (Bank Reconciliation) 1 Not an idea

    To be able to add reports to Self Service reports

    In the web self service (where workspaces, POP Auth, Purchase Req, WTE can be accessed) there is a report option which shows a handful of reports. If you create a custom report, you are unable to add it to the list. The wish is to be able to add a...
    Gary Butler almost 6 years ago in Workspace Designer 0 Idea Accepted - Gauging Support

    Bank reconciliation - moving items

    If you miss an item on the bank rec, being able to put it in the order to correspond with the paper statement would be VERY helpful.
    Christine Sellick over 5 years ago in Bank Feeds (Bank Reconciliation) 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

    Add Statement Reference to Cash Book Bank Reconciliation Report & Change Format

    I don't know how many different Banks this now applies to but certainly Barclays have removed the cumulative sequential Page Numbers from Statements. This means that the user has to create their own Statement Reference, very often a date or some d...
    Graham Michel over 5 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    More e-banking compatibility for Handelsbanken needed

    Client unable to use bank feeds feature as nothing is available for Handelsbanken banking currently. We believe they have shared compatibility with HSBC in terms of formatting, but there is no bank feeds compatibility for HSBC either.
    Anna Jakovleva almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Already Exists

    Bank Reconciliation Report

    There needs to be a consolidate bank reconciliation report which comes off the system when the bank rec is complete like in sage 50 showing The reconciled bank figure The un-reconciled items The adjusted bank balance We are all doing this manually...
    Guest over 7 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support

    Bank reconciliation recording

    When completing bank rec, it is frustrating that it does not keep it in the order it is put on. There is no facility to move a item up or down (as in Sage 50).
    Christine Sellick almost 2 years ago in Bank Feeds (Bank Reconciliation) 1 Duplicate (Closed)

    Bank feeds to allow showing of transactions more than 4 days old.

    Cheques are never cashed within 4 days of the sage transaction date so the rule that you can only reconcile when the bank date and sage transaction date are within 4 days will not work. We issue over 400 cheques a month. We are not able to to bacs...
    Ellen Duncan almost 2 years ago in Bank Feeds (Bank Reconciliation) 0 Idea Accepted - Gauging Support