Sage 200 UKI Ideas Portal

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    Can you add nominal narrative to the Sales Ledger/Purchase Ledger Credit Control workspace?

    So you can see more than 20 characters - it makes it quicker to see what the detail is behind the information
    Courtney Sharman 7 months ago in Workspace Designer 0 Idea Accepted - Gauging Support

    Customer transactions to import at a summary invoice/credit note level

    It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.
    Cecilia Akum about 1 year ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

    Imported transactions not being able to go to hidden codes

    When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.
    Guest about 4 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

    Import Sales Transactions - Validate Nominal Accounts to check that they exist

    Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense
    Saeed Malik about 10 years ago in Customer/Supplier Transactions 1 Idea Accepted - Gauging Support

    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

    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

    Amendments to Financial Imports

    I'm raising this on behalf of a client who would like to see the below changes on the financial transaction import routines. Username - it would be better if this defaulted to the user doing the import. Posting Date - this should default to the da...
    Simon Tomkins over 2 years ago in Customer/Supplier Transactions 1 Will not implement

    add supplier transaction nominal validation

    currently sage will import with no warnings if the nominal account doesn't exist, this has resulted in journal corrections being required
    joanne scott about 7 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

    Import Sales Transactions - Transaction Date Validation rules to be followed

    The system lets transaction dates through with any dates, it does not look at the transaction date validation rules in ASM
    Saeed Malik about 10 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

    Summary Workspace label amendability

    I have a customer who requests some toggle-ability on some labels in the Summaries -Is there any way in the Sales Summary and Purchases Summary that the Customer Codes can show Customer Names instead ? It would be good if this could be toggled as ...
    Gary Butler about 4 years ago in Workspace Designer 0 Idea Accepted - Gauging Support