Sage 200 UKI Ideas Portal

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    Unable to re-name or remove phase from project structure

    I've discovered that when you're amending a project, there are some issues where Sage 200 doesn't work as you'd expect it to. In Project Accounting I clicked on "Amend Project" then "Amend Project Structure". Whilst in "Amend Project Structure" I ...
    John Wilkins about 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    There is no option to View Project Structure Settings in Project Accounting

    The other two settings options (Project Accounting Settings & Timesheet and Expense Claim Settings) within the Project Accounting > System Setup folder allow you to view them and have separate read only options. However, Project Structure S...
    John Wilkins almost 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Project - Period Budgets - ability to have multiple budget versions per period

    Users need to be able to store multiple budget versions per period
    Guest over 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Excel Reporting - Revenue and Cost report: flip sign on budgets

    A client is using the Excel Revenue and Cost report to extract budgets and actuals from Sage 200 for reporting. The actual values are signed flipped, so that the revenue credits are displayed as positives and the cost debits as negatives. Budgets,...
    Gregor Imrie over 4 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Unable to view Memo text in Project Accounting

    When looking at "View Project" screen, the "Show memo text" checkbox is greyed out, so you're unable to look at the memos which have been previously saved when you don't have your window 'full screen'. The only way to view them is to go into "Amen...
    John Wilkins about 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Should be able to attach back-up to Cost Adjustment in Project Accounting in the same way that you can do when posting a nominal journal

    No opportunity when posting a cost adjustment in Project Accounting to attach any back-up or supporting evidence. The postings are essentially the same as a journal yet no button to attach anything. So unable to keep good back-up to show auditors.
    John Wilkins over 2 years ago in Project Accounting 5 Idea Accepted - Gauging Support

    Sage 200 web users able to drill down into budget line details

    We have rolled out "My Budget Overview" access to our managers for keeping more up to date view on budget spend than monthly management accounts allow. However it would be useful if the figures in actual/committed POs/etc columns were able to be d...
    Jo Clarkson over 6 years ago in Excel Reporting / Roles 0 Idea Accepted - Gauging Support

    Add Excel Pivot on Invoicecredit and Invoice Credit Line

    Useful to bolster existing trading reports e.g. if stock updated by despatch date then such trading information is unavailable.
    Owen Orr 7 months ago in Excel Reporting 1 Further Information Required

    Export / Import Excel Financial Statements

    To have the ability to export and import your Excel financial statement layouts like you can with the main ones. Seems mad that you can't already.
    David Shearer over 1 year ago in Excel Reporting 0 Idea Accepted - Gauging Support

    Clear timesheet from previous week on entry form

    When entering a timesheet, after selecting the employee, the timesheet for the previous week appears with 0.00 values but with the project detail. This has to be deleted before entering which can be confusing for the customer.
    Kathleen Leask over 1 year ago in Project Accounting 0 Idea Accepted - Gauging Support