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Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

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Add bank Revolut to the bank plug ins (Reconciliation)

they have a revolut bank feed but not the plug in for the bank
Rachael Holly over 1 year ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 8 Already Exists

Sage 200 Form Launching with Remote Desktop / Azure Virtual Desktop

Add support for the Sage 200 Form Launcher in Remote Desktop and Azure Virtual Desktop environment. According to the following article NOTE: Please Note: As of the 2017 R2 release of Sage 200 CRM, Form Launching on RDS/TS environments are no longe...
Alison Alison 10 months ago in CRM 0 Review Required

Password/MFA Policy - password length & complexity

Allow Administrators to ensure user passwords meet NIST guidelines and also enforce MFA.Could the password policy be configurable or enforced as below by administrators? Minimum password length: 8 characters Password complexity requirements: Enabled
Callum Middleton almost 2 years ago in Sage ID (Sage Account) 2 Idea Accepted - Gauging Support

Project Account & Invoicing Module

Enable the Invoicing Module to integrate with Project Accounting. ability to raise a free text item in invoicing and post to a project.
Guest over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

With Project Accounting if the hierarchy cost rate is updated this should be the default for new time sheets for existing lines when adding a new time sheet, currently the existing lines default to old rate and only new lines pick up the new rate.

With existing lines when creating a new timesheet - week the cost rate defaults to previous rate (incorrectly), if the option to see the cost rates is enabled you can reselect the rate to get the correct rate but if the option is disabled then the...
Graeme Berry almost 2 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Sage Connect - Consistency over the columns/ data available in the invoice/ payments sections

differences in the fields available within the invoice vs payment screens, below is what's currently available invoice columns Invoice number, customer name, messaging, related, type, payment status, issued date, due date, before tax, tax amount, ...
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Internal list of transactions should allow all transactions to be shown on a single list with filters for the type

the transactions will show invoices on one section and payments in another, customers may wish to view their entire history on one page. Allow the transaction type to be a filter like outstanding etc
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Change of wording on messages connected with specific transactions

When sending an enquiry from a customer back to the Sage 200 user, the message displayed as "New Message for BACS Adapt from Adapt for Pets Ltd". BACS Adapt was the transaction reference Believe the wording is unclear and should be either: New mes...
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - Would like the ability to limit functionality at a user level, specifically the export to excel

feedback from our EA partner program, more specific user settings, e.g. export to excel to restrict the account if they shouldn't have the ability to do this. He can see non-finance people using it so thinks its important to allow businesses to co...
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support

Sage Connect - ability to sync a company name change from Sage 200 into the app

Where a company has been set up with the incorrect name in the ERP data set, where it is changed allow the data that is synced with the change in to be consumed by Sage Connect.
Jo Kirkup about 1 year ago in Sage Connect 0 Idea Accepted - Gauging Support