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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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Delete Archived Projects

Currently you can only archive projects in sage 200, I would like to be able to delete archived projects to help comply with GDPR, free up space and speed up lists and lookups.
Paul Denton over 6 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Drill down to transactions on My Budgets Workspace in Nominal Account Budgets pane

The My Budget Workspace is great but I have been asked the same question by a number of clients, can the action 'Transaction Enquiry' be added in the Nominal Account Budgets pane? I see in Summer 2019 there are some new budget excel reports but no...
Guest over 6 years ago in My Budgets Overview 1 Idea Accepted - Gauging Support

Add resource scheduling and forecasting to Project Accounting

It would be a huge benefit if you could add resource scheduling (which could update people calendars and costs to projects) and forecasting functionality. A lot of project work needs scheduling to show who is doing what and when, and also the fore...
Guest over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

Allow order lines to be chosen in workspace for processing

When using workspace to book an order into the system or transact the invoice on the order, it would be nice to choose the items showing in the workspace and then action these. The relevant screen will then populate the items you have just ticked ...
Guest over 7 years ago in Grids 0 Idea Accepted - Gauging Support

Reprint invoices and credit notes from sales ledger if project accounting used to generate invoices & credit notes

We use Project accounting to generate all sales invoices and credit notes. This means you have to jump form sales ledger to project accounting if you need to reprint or credit note You cannot reprint invoices & credit notes while Sales ledger ...
Kieran Grant over 7 years ago in Project Accounting 0 Idea Accepted - Gauging Support

SOP document status workspace to have same column selection as SOP order lists

client using workspaces but the delivery postal name and delivery postcode isn't available on the workspace
joanne scott about 8 years ago in SOP Document Status 0 Idea Accepted - Gauging Support

it would be very beneficial to include stock item default nominal accounts on the stock status workspace

No description provided
Jamie Davies about 8 years ago in Stock Status 0 Idea Accepted - Gauging Support

More emphasis on Space in Workspace

We use Sales Document Status workspace all day every day. Since upgrading a few weeks ago from Sage 200 2011 to 2016 version, we've lost a load of space in the new design causing unnecessary scrolling. There is also a major performance problem but...
Guest about 9 years ago in Sales Document Status 0 Idea Accepted - Gauging Support

Option to reset Workspaces

In 2015 and 16 there is no way to reset workspaces customisations (Added columns) on a user level. If I either deliberately or accidentally add / remove columns there is no way to revert the workspace to it's original state without editing the con...
Guest about 9 years ago in Reset Workspaces 0 Idea Accepted - Gauging Support

Expense Claim date incurred field and closed Periods

If the setting for not allowing to post anything not in the current period is in Accounting System Manager - Settings- System Settings and in the transaction settings it is currently set to Use accounting period based validation and has Unacceptab...
Guest over 10 years ago in Project Accounting 0 Idea Accepted - Gauging Support