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Sage 200 UKI Ideas Portal

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Option to collapse the entire project item tree

The project item tree when entering a project transaction opens fully expanded. A number of customers have asked if it is possible to set this to open fully collapsed as they have a lot of levels to their projects and find it difficult to navigate...
Chris Housecroft over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project Accounting List View - Additional Information fields

It would be ideal if more than 5 additional information fields could be added to the desktop list view.
Edgar, Steve almost 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Project Accounting Criteria- Enquiry screen.

Would be great if we could amend this criteria as we do for reports. Or at least change the default drop down view for selection to all (in, between, is, all etc) rather than the current is and all.
Guest almost 11 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Create separate database tables for archived Projects.

I have a customer who has an issue displaying all of their 100K+ Projects in the list view. They spent some considerable time archiving them so that only 1000 of them remain. However, the issue still occurs. This is logged as an issue with Sage. H...
Richard Cunningham over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Financial Data Designer to have the same functionality as Amend Financial Layouts

eg Subtotals so that you can show Gross Profit, Operating Profit, EBIT, Net Profit etc Text lines to put spacing in the report At the moment you have manually add a total in the Pivot Table settings for Net Profit etc ...
Saeed Malik over 7 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reports - organisation

Can you create a system so we can organise the excel reports - we currently have a long list of reports and it can be hard to find the one you want. A folder system would be useful.
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Department budget vs actuals summary

A report in excel that produces a one line summary of budget vs actuals for a specified month and YTD. The report should include totals and full department names to make it as useful as possible. As a school the majority of our internal management...
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Reporting (Date/FY) FiIters before opening excel

Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and...
Guest almost 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

Excel Financial Report Pack to have values for Budget for the Year & Forecast for the Year

Budget for the Year & Forecast for the year are key values for financial analysis, these are not currently available in the Pivot Table Field list
Saeed Malik about 8 years ago in Excel Reporting 0 Idea Accepted - Gauging Support

allow additional fields to be added to excel reporting reports

client would like to add the user field to excel reporting report cashbook transactions but not on the list of fields available in the pivot table tools analyse section
joanne scott almost 9 years ago in Excel Reporting 0 Idea Accepted - Gauging Support