Sage 200 UKI Ideas Portal

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    Report - Export to Excel - add an option to export direct to excel rather than having to save the report first

    You have save the file first, it would be good to export direct to excel
    Saeed Malik about 9 years ago in Send To Excel 0 Idea Accepted - Gauging Support

    Ability to select a project + Project Item on purchase order requisition

    If project accounting available + integrated, user should be able to select a project + project item for a PO Requisition line. This will be passed to the Purchase Order when generated. Problem = user requests PO's for goods, but these need to be ...
    Alistair Alistair over 7 years ago in Project Accounting / Requisition 0 Idea Accepted - Gauging Support

    Expense Claim Attachments

    The Receipt Attached List feature is just a tag to know if a receipt was submitted with the claim. It does not actually allow any receipt to be attached.
    Jamie Davies almost 4 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Expense Claim Notifications

    No option to send email notifications with expense claims like there is with purchase requisitions using power automate. Ideally require an option for a scheduled email to authorisers containing a list of expense claims that need authorisation.
    Jamie Davies almost 4 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    WEEE Sales by Product Report

    Ability to run a WEEE sales by product quantity report on a quarterly basis. At present there is a check box in the Stock Item Entry but this information is only for reference. This is a legal requirement that at present has to be done manually.Al...
    Amanda Blundell about 10 years ago in Stock - WEEE Sales By Product Report 1 Already Exists

    Commas on All Reports for amounts as Sage 50 does

    eg Trial Balance Report - difficult to read large amounts eg millions
    Saeed Malik about 11 years ago in Commas on Reports 0 Idea Accepted - Gauging Support

    Project Accounting Resource Filtering by Project Groups/Project Items

    certain resources are not allowed to enter timesheets to all the parts of the Project Tree. Administrators need to be able restrict access to groups and/or project items eg John Smith should only have access to Phase 1 and Phase 2.
    Saeed Malik almost 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

    Stock Standard Cost History - add column to show quantity of stock

    It would be useful to have a quantity on the Stock Standard Cost History to show the quantity of stock present when a user made a change to the standard cost, as it would help them make manual journals to the nominal to account for the change in v...
    Tim Critchley over 4 years ago in Stock 0 Idea Accepted - Gauging Support

    Reports that have criteria for Analysis Codes should only list values in the drop down list that are present in the analysis code used in the criteria

    eg the default reports installed show all analysis codes in the drop down lists when you click on Criteria, each report has to be amended to restrict the values.
    Saeed Malik over 7 years ago in Criteria 0 Idea Accepted - Gauging Support

    Reports that have sub reports (eg) the purchase ledger drill down report to be able to be output to csv excel . Currently this does not

    Reports that have sub reports (eg) the purchase ledger drill down report to be able to be output to csv excel . Currently this does not
    Guest over 7 years ago in Send To Excel 2 Further Information Required